Purchases and Sales Made in Q3 2021 in Southern CO (SO)

SO Quotes by TradingView

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
Oct 27, 2021 Q3 2021
Telemus Capital, LLC

BUY
 -
899
+ 15.09%
$55.1K - $60.5K
6.86K $571K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
893
+ 1.36%
$54.8K - $60.1K
66.8K $5.56M
Oct 18, 2021 Q3 2021
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
883
+ 6.05%
$54.2K - $59.4K
15.5K $1.29M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
870
+ 20.43%
$53.4K - $58.6K
5.13K $427K
Nov 15, 2021 Q3 2021
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
868
+ 6.86%
$53.2K - $58.4K
13.5K $1.13M
Oct 06, 2021 Q3 2021
Richard P Slaughter Associates Inc

BUY
 -
861
+ 4.78%
$52.8K - $58K
18.9K $1.57M
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
858
+ 5.42%
$52.6K - $57.8K
16.7K $1.39M
Nov 10, 2021 Q3 2021
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
856
+ 1.48%
$52.5K - $57.6K
58.7K $4.89M
Oct 20, 2021 Q3 2021
Detalus Advisors, LLC

BUY
 -
851
+ 4.94%
$52.2K - $57.3K
18.1K $1.51M
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
848
+ 19.34%
$52K - $57.1K
5.23K $436K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
802
+ 0.28%
$49.2K - $54K
283K $23.5M
Oct 29, 2021 Q3 2021
Vontobel Holding Ltd.

BUY
 -
783
+ 4.67%
$48K - $52.7K
17.5K $1.46M
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
BUY
 -
778
+ 8.1%
$47.7K - $52.4K
10.4K $864K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
775
+ 1.46%
$47.5K - $52.2K
53.7K $4.47M
Nov 12, 2021 Q3 2021
Empirical Finance, LLC

BUY
 -
763
+ 6.14%
$46.8K - $51.4K
13.2K $1.1M
Oct 25, 2021 Q3 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
763
+ 1.08%
$46.8K - $51.4K
71.4K $5.95M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
756
+ 17.43%
$46.4K - $50.9K
5.09K $424K
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
745
+ 65.47%
$45.7K - $50.2K
1.88K $157K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
744
+ 16.72%
$45.6K - $50.1K
5.19K $433K
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
739
+ 5.21%
$45.3K - $49.7K
14.9K $1.24M
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
730
New
$44.8K - $49.1K
730 $60.8K
Nov 10, 2021 Q3 2021
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
728
+ 0.53%
$44.7K - $49K
139K $11.6M
Nov 12, 2021 Q3 2021
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

BUY
 -
720
New
$44.2K - $48.5K
720 $60K
Oct 29, 2021 Q3 2021
Pinnacle Wealth Planning Services, Inc.

BUY
 -
715
+ 12.04%
$43.9K - $48.1K
6.66K $554K
Nov 16, 2021 Q3 2021
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
707
+ 6.17%
$43.4K - $47.6K
12.2K $1.01M
Oct 18, 2021 Q3 2021
First Bank & Trust

BUY
 -
699
+ 1.69%
$42.9K - $47.1K
42K $3.5M
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
693
+ 14.69%
$42.5K - $46.7K
5.41K $450K
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
669
+ 11.84%
$41K - $45K
6.32K $526K
Nov 12, 2021 Q3 2021
Resources Management Corp

West Hartford, CT
BUY
 -
665
+ 5.42%
$40.8K - $44.8K
12.9K $1.08M
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

BUY
 -
660
+ 6.45%
$40.5K - $44.4K
10.9K $907K
Nov 15, 2021 Q3 2021
Baldwin Investment Management, LLC

BUY
 -
650
+ 15.48%
$39.9K - $43.8K
4.85K $404K
Nov 08, 2021 Q3 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
650
+ 3.56%
$39.9K - $43.8K
18.9K $1.57M
Nov 08, 2021 Q3 2021
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
640
+ 1.55%
$39.3K - $43.1K
42K $3.49M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
614
+ 20.72%
$37.7K - $41.3K
3.58K $298K
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
611
+ 11.52%
$37.5K - $41.1K
5.92K $493K
Nov 02, 2021 Q3 2021
Inverness Counsel LLC

BUY
 -
604
+ 15.15%
$37K - $40.7K
4.59K $382K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
603
+ 10.22%
$37K - $40.6K
6.51K $542K
Nov 10, 2021 Q3 2021
Forsta Ap Fonden

Stockholm, V7
BUY
 -
600
+ 0.25%
$36.8K - $40.4K
242K $20.1M
Nov 15, 2021 Q3 2021
Constitution Capital LLC

Shelton, CT
BUY
 -
600
+ 6.67%
$36.8K - $40.4K
9.59K $799K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
594
+ 6.36%
$36.4K - $40K
9.94K $828K
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
581
+ 0.99%
$35.6K - $39.1K
59K $4.91M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
574
+ 5.1%
$35.2K - $38.6K
11.8K $986K
Nov 12, 2021 Q3 2021
Brown Advisory Inc

BUY
 -
574
+ 2.05%
$35.2K - $38.6K
28.6K $2.38M
Nov 15, 2021 Q3 2021
Claro Advisors LLC

Boston, MA
BUY
 -
571
+ 6.6%
$35K - $38.4K
9.22K $768K
Oct 13, 2021 Q3 2021
Stolper CO

BUY
 -
569
+ 2.43%
$34.9K - $38.3K
24K $2M
Nov 15, 2021 Q3 2021
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
558
+ 8.5%
$34.2K - $37.6K
7.13K $593K
Oct 20, 2021 Q3 2021
Toth Financial Advisory Corp

BUY
 -
554
+ 25.01%
$34K - $37.3K
2.77K $231K
Oct 22, 2021 Q3 2021
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
554
+ 1.28%
$34K - $37.3K
43.9K $3.65M
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
552
+ 4.2%
$33.9K - $37.2K
13.7K $1.14M

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