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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.24K+ 284.4% |
$75.8K - $85K
|
1.68K
$141K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.23K+ 9.67% |
$74.9K - $84.1K
|
13.9K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.2KNew |
$73.3K - $82.3K
|
1.2K
$101K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 23.05% |
$71.7K - $80.5K
|
6.27K
$526K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.17KNew |
$71.3K - $80K
|
1.17K
$97.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.16K+ 872.18% |
$70.9K - $79.6K
|
1.29K
$108K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.16K+ 9.22% |
$70.6K - $79.3K
|
13.7K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.15K+ 9.58% |
$70.5K - $79.1K
|
13.2K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.15K+ 4.08% |
$70.3K - $78.9K
|
29.4K
$2.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 2.0% |
$69.3K - $77.8K
|
58K
$4.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.13K+ 0.33% |
$69.1K - $77.6K
|
341K
$28.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.13K+ 3.27% |
$68.9K - $77.3K
|
35.5K
$2.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
1.11K+ 11.54% |
$68.1K - $76.4K
|
10.8K
$903K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 2.74% |
$67.1K - $75.3K
|
41.1K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.07K+ 13.89% |
$65.3K - $73.2K
|
8.76K
$734K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 8.11% |
$64.8K - $72.8K
|
14.1K
$1.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
1.05K+ 2.84% |
$64.2K - $72.1K
|
38.1K
$3.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.05K+ 5.22% |
$64.2K - $72K
|
21.2K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.04K+ 9.57% |
$63.7K - $71.5K
|
11.9K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.04KNew |
$63.7K - $71.5K
|
1.04K
$87.4K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 8.09% |
$61.8K - $69.4K
|
13.5K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01K+ 23.81% |
$61.8K - $69.3K
|
5.26K
$441K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.72% |
$61.5K - $69K
|
140K
$11.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.01K+ 4.34% |
$61.4K - $68.9K
|
24.1K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1KNew |
$61.1K - $68.6K
|
1K
$83.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1K+ 1.23% |
$61.1K - $68.6K
|
82.4K
$6.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
1K+ 12.82% |
$61.1K - $68.6K
|
8.8K
$738K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
997+ 1.59% |
$60.9K - $68.4K
|
63.6K
$5.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
991+ 5.91% |
$60.6K - $68K
|
17.8K
$1.49M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
990New |
$60.5K - $67.9K
|
990
$83K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
975New |
$59.6K - $66.9K
|
975
$81.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
971+ 10.86% |
$59.3K - $66.6K
|
9.92K
$832K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
969+ 5.6% |
$59.2K - $66.5K
|
18.3K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
967+ 6.08% |
$59.1K - $66.3K
|
16.9K
$1.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
937+ 4.8% |
$57.3K - $64.3K
|
20.5K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
932+ 16.19% |
$56.9K - $63.9K
|
6.69K
$561K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
929+ 10.46% |
$56.8K - $63.7K
|
9.81K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
914New |
$55.8K - $62.7K
|
914
$76.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
913+ 5.3% |
$55.8K - $62.6K
|
18.1K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
906+ 5.5% |
$55.4K - $62.1K
|
17.4K
$1.46M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.34% |
$55K - $61.7K
|
267K
$22.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
899+ 5.87% |
$54.9K - $61.7K
|
16.2K
$1.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
886+ 13.28% |
$54.1K - $60.8K
|
7.56K
$634K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
884+ 19.68% |
$54K - $60.6K
|
5.38K
$451K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
843+ 4.46% |
$51.5K - $57.8K
|
19.7K
$1.66M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
830+ 1.63% |
$50.7K - $56.9K
|
51.9K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
827+ 1.17% |
$50.5K - $56.7K
|
71.5K
$6M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
820New |
$50.1K - $56.2K
|
820
$68.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
813New |
$49.7K - $55.8K
|
813
$68.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
809+ 32.18% |
$49.4K - $55.5K
|
3.32K
$279K
|