Purchases and Sales Made in Q4 2021 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.86K+ 14.98% |
$114K - $128K
|
14.3K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.83K+ 4.37% |
$112K - $126K
|
43.8K
$3.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.81K+ 4.72% |
$111K - $124K
|
40.2K
$3.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.81K+ 1.23% |
$110K - $124K
|
149K
$12.8M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.8K+ 2.69% |
$110K - $123K
|
68.6K
$5.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
1.79K+ 31.75% |
$109K - $122K
|
7.41K
$633K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.77K+ 9.35% |
$108K - $121K
|
20.7K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.76K+ 139.89% |
$108K - $121K
|
3.03K
$259K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.76K+ 4.9% |
$107K - $121K
|
37.6K
$3.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.75KNew |
$107K - $120K
|
1.75K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 9.26% |
$107K - $120K
|
20.7K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
1.74K+ 20.37% |
$106K - $119K
|
10.3K
$879K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
1.7K+ 7.14% |
$104K - $117K
|
25.5K
$2.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.7K+ 7.37% |
$104K - $117K
|
24.8K
$2.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.7K+ 80.08% |
$104K - $117K
|
3.82K
$327K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.69K+ 11.5% |
$103K - $116K
|
16.4K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.68K+ 45.26% |
$103K - $115K
|
5.39K
$461K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.65K+ 4.83% |
$101K - $113K
|
35.9K
$3.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.65KNew |
$101K - $113K
|
1.65K
$141K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.62K+ 3.8% |
$99K - $111K
|
44.2K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.62K+ 33.3% |
$98.7K - $111K
|
6.47K
$553K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.61K+ 2.12% |
$98.1K - $110K
|
77.5K
$6.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.6K+ 6.54% |
$97.8K - $110K
|
26.1K
$2.23M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.6K+ 1.59% |
$97.8K - $110K
|
102K
$8.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.56K+ 10.19% |
$95.2K - $107K
|
16.8K
$1.44M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.55KNew |
$94.9K - $107K
|
1.55K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 27.28% |
$94.9K - $107K
|
7.25K
$620K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.5K+ 37.33% |
$91.7K - $103K
|
5.52K
$472K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.5K+ 1.13% |
$91.3K - $103K
|
134K
$11.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
1.47K+ 4.13% |
$89.9K - $101K
|
37.1K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.47KNew |
$89.8K - $101K
|
1.47K
$126K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.46K+ 3.34% |
$89.4K - $100K
|
45.2K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.46K+ 1.55% |
$89.2K - $100K
|
95.7K
$8.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 33.1% |
$88.5K - $99.4K
|
5.83K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.43K+ 2.58% |
$87.3K - $97.9K
|
56.9K
$4.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 101.49% |
$87.1K - $97.8K
|
2.83K
$242K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.41K+ 12.7% |
$86.2K - $96.7K
|
12.5K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.41K+ 8.72% |
$85.8K - $96.4K
|
17.5K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.4K+ 457.84% |
$85.6K - $96.1K
|
1.71K
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.4K+ 0.31% |
$85.5K - $96K
|
453K
$38.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.36K+ 3.91% |
$83K - $93.1K
|
36.1K
$3.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.36K+ 94.63% |
$82.9K - $93K
|
2.79K
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.35K+ 21.25% |
$82.4K - $92.5K
|
7.7K
$658K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.33K+ 33.66% |
$81.3K - $91.3K
|
5.29K
$452K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.33K+ 2.18% |
$81K - $90.9K
|
62.1K
$5.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.32K+ 11.15% |
$80.9K - $90.8K
|
13.2K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 70.19% |
$80.8K - $90.7K
|
3.21K
$274K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.29KNew |
$78.6K - $88.2K
|
1.29K
$110K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
1.29K+ 6.86% |
$78.5K - $88.1K
|
20K
$1.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 3.43% |
$77.5K - $87K
|
38.3K
$3.27M
|