Purchases and Sales Made in Q3 2021 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 2021. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
1.42K+ 1.77% |
$86.9K - $95.3K
|
81.3K
$6.77M
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.41K+ 3.95% |
$86.3K - $94.7K
|
37K
$3.08M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.4K+ 3.4% |
$86K - $94.4K
|
42.6K
$3.55M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.4K+ 8.82% |
$85.6K - $94K
|
17.2K
$1.43M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 3.34% |
$85.5K - $93.8K
|
43.2K
$3.59M
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.38K+ 1.74% |
$84.8K - $93K
|
80.7K
$6.72M
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.38K+ 40.56% |
$84.6K - $92.8K
|
4.78K
$398K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.38K+ 1.99% |
$84.5K - $92.8K
|
70.6K
$5.88M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.37K+ 17.84% |
$84K - $92.2K
|
9.05K
$754K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.37K+ 12.41% |
$83.9K - $92.1K
|
12.4K
$1.03M
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.37K+ 16.91% |
$83.9K - $92K
|
9.45K
$787K
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.35KNew |
$82.9K - $90.9K
|
1.35K
$113K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.34K+ 13.91% |
$82.4K - $90.4K
|
11K
$916K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 317.79% |
$81.1K - $89K
|
1.74K
$145K
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.31K+ 5.44% |
$80.4K - $88.3K
|
25.4K
$2.12M
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.3K+ 18.13% |
$79.7K - $87.5K
|
8.47K
$705K
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.3K+ 0.29% |
$79.7K - $87.5K
|
447K
$37.2M
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.27K+ 2.18% |
$77.9K - $85.5K
|
59.6K
$4.96M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 7.13% |
$75.8K - $83.2K
|
18.6K
$1.55M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.22K+ 9.9% |
$74.7K - $82K
|
13.5K
$1.13M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.22K+ 4.57% |
$74.7K - $81.9K
|
27.9K
$2.32M
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.2K+ 34.87% |
$73.8K - $81K
|
4.65K
$388K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
1.2K+ 16.79% |
$73.7K - $80.9K
|
8.36K
$696K
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.18K+ 4.77% |
$72.4K - $79.4K
|
25.9K
$2.16M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.16K+ 102.11% |
$71.1K - $78K
|
2.29K
$191K
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
1.15K+ 11.04% |
$70.8K - $77.7K
|
11.6K
$967K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.15K+ 32.45% |
$70.5K - $77.4K
|
4.69K
$391K
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
1.15K+ 5.67% |
$70.4K - $77.2K
|
21.4K
$1.78M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.14K+ 3.37% |
$69.9K - $76.7K
|
35K
$2.91M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 8.47% |
$69.6K - $76.4K
|
14.5K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 7.69% |
$69.5K - $76.3K
|
15.9K
$1.32M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.13K+ 1.15% |
$69.4K - $76.2K
|
99.8K
$8.31M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.12KNew |
$68.6K - $75.3K
|
1.12K
$93.1K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1KNew |
$67.5K - $74.1K
|
1.1K
$91.6K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.09K+ 1513.89% |
$66.9K - $73.4K
|
1.16K
$96.8K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.08K+ 4.32% |
$66.1K - $72.5K
|
26K
$2.16M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07KNew |
$65.7K - $72.1K
|
1.07K
$89.2K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 9.19% |
$63.3K - $69.5K
|
12.3K
$1.02M
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
1.02K+ 15.79% |
$62.3K - $68.4K
|
7.45K
$620K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1K+ 0.43% |
$61.3K - $67.3K
|
233K
$19.4M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1K+ 30.81% |
$61.3K - $67.3K
|
4.25K
$354K
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
999+ 9.91% |
$61.3K - $67.3K
|
11.1K
$923K
|
|
Nov 12, 2021
Q3 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
967+ 1.8% |
$59.3K - $65.1K
|
54.8K
$4.56M
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
964+ 6.89% |
$59.1K - $64.9K
|
15K
$1.25M
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
950+ 6.88% |
$58.3K - $64K
|
14.8K
$1.23M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
949+ 6.73% |
$58.2K - $63.9K
|
15.1K
$1.25M
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
944+ 2.61% |
$57.9K - $63.6K
|
37K
$3.09M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
928+ 2.26% |
$56.9K - $62.5K
|
42.1K
$3.5M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
924+ 1.5% |
$56.7K - $62.2K
|
62.6K
$5.21M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
909+ 15.77% |
$55.8K - $61.2K
|
6.67K
$556K
|