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 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
808+ 1.8% |
$49.4K - $55.4K
|
45.6K
$3.82M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
803+ 8.86% |
$49.1K - $55.1K
|
9.86K
$826K
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
803+ 5.34% |
$49.1K - $55.1K
|
15.8K
$1.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
800New |
$48.9K - $54.9K
|
800
$67K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
800+ 17.45% |
$48.9K - $54.9K
|
5.38K
$451K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
800+ 4.66% |
$48.9K - $54.9K
|
18K
$1.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800New |
$48.9K - $54.9K
|
800
$67K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
786+ 0.58% |
$48K - $53.9K
|
135K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
781+ 3.28% |
$47.7K - $53.6K
|
24.6K
$2.06M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
775+ 82.89% |
$47.4K - $53.1K
|
1.71K
$143K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
769+ 11.44% |
$47K - $52.7K
|
7.49K
$628K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
740+ 12.51% |
$45.2K - $50.7K
|
6.66K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
722+ 9.95% |
$44.1K - $49.5K
|
7.98K
$669K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
721+ 13.13% |
$44.1K - $49.4K
|
6.21K
$521K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
720+ 5.93% |
$44K - $49.4K
|
12.9K
$1.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
718+ 4.23% |
$43.9K - $49.2K
|
17.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
712+ 0.07% |
$43.5K - $48.8K
|
984K
$82.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
708+ 2.74% |
$43.3K - $48.6K
|
26.5K
$2.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
700+ 7.3% |
$42.8K - $48K
|
10.3K
$863K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
691+ 3.5% |
$42.2K - $47.4K
|
20.5K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
676+ 0.22% |
$41.3K - $46.4K
|
312K
$26.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
671+ 3.88% |
$41K - $46K
|
18K
$1.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
671+ 13.35% |
$41K - $46K
|
5.7K
$478K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
670+ 13.21% |
$40.9K - $45.9K
|
5.74K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
669New |
$40.9K - $45.9K
|
669
$56.1K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
651+ 13.7% |
$39.8K - $44.6K
|
5.4K
$453K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
650+ 15.25% |
$39.7K - $44.6K
|
4.91K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
650New |
$39.7K - $44.6K
|
650
$54.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
650+ 1.08% |
$39.7K - $44.6K
|
60.9K
$5.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
630+ 3.1% |
$38.5K - $43.2K
|
21K
$1.76M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
601+ 1.95% |
$36.7K - $41.2K
|
31.5K
$2.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
601+ 3.22% |
$36.7K - $41.2K
|
19.3K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
600+ 10.42% |
$36.7K - $41.1K
|
6.36K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
599+ 2.14% |
$36.6K - $41.1K
|
28.6K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
597+ 14.47% |
$36.5K - $40.9K
|
4.72K
$396K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
596+ 17.03% |
$36.4K - $40.9K
|
4.1K
$343K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
595+ 6.15% |
$36.4K - $40.8K
|
10.3K
$860K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
585+ 3.23% |
$35.7K - $40.1K
|
18.7K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
579+ 1.34% |
$35.4K - $39.7K
|
43.7K
$3.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
575+ 8.01% |
$35.1K - $39.4K
|
7.75K
$650K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
572+ 21.5% |
$34.9K - $39.2K
|
3.23K
$271K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
572+ 1.14% |
$34.9K - $39.2K
|
50.5K
$4.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
564+ 0.61% |
$34.5K - $38.7K
|
93.6K
$7.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
553+ 1.93% |
$33.8K - $37.9K
|
29.3K
$2.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
552+ 8.86% |
$33.7K - $37.9K
|
6.78K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
551+ 0.62% |
$33.7K - $37.8K
|
89.2K
$7.47M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
550New |
$33.6K - $37.7K
|
550
$46.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
548+ 0.66% |
$33.5K - $37.6K
|
83.3K
$6.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
548+ 8.5% |
$33.5K - $37.6K
|
7K
$586K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
544New |
$33.2K - $37.3K
|
544
$45.6K
|