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 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
540+ 9.04% |
$33K - $37K
|
6.51K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
540New |
$33K - $37K
|
540
$46.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
539+ 2.98% |
$32.9K - $37K
|
18.6K
$1.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
539+ 4.98% |
$32.9K - $37K
|
11.4K
$971K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
537New |
$32.8K - $36.8K
|
537
$45.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
531+ 10.5% |
$32.4K - $36.4K
|
5.59K
$478K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
531+ 10.5% |
$32.4K - $36.4K
|
5.59K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
529+ 11.53% |
$32.3K - $36.3K
|
5.12K
$438K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
525+ 2.41% |
$32.1K - $36K
|
22.3K
$1.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
521+ 3.46% |
$31.8K - $35.7K
|
15.6K
$1.33M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
519+ 0.87% |
$31.7K - $35.6K
|
60K
$5.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
519+ 0.73% |
$31.7K - $35.6K
|
71.9K
$6.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
BUY
|
- |
510+ 3.27% |
$31.2K - $35K
|
16.1K
$1.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
509+ 4.25% |
$31.1K - $34.9K
|
12.5K
$1.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
504+ 9.82% |
$30.8K - $34.6K
|
5.64K
$482K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 5.85% |
$30.6K - $34.3K
|
9.04K
$773K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.76% |
$30.6K - $34.3K
|
66.4K
$5.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
500+ 8.61% |
$30.6K - $34.3K
|
6.31K
$539K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
500New |
$30.6K - $34.3K
|
500
$42.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
500+ 3.58% |
$30.6K - $34.3K
|
14.5K
$1.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500+ 9.52% |
$30.6K - $34.3K
|
5.75K
$492K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 51.04% |
$30.1K - $33.8K
|
1.46K
$125K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
478+ 0.76% |
$29.2K - $32.8K
|
63.2K
$5.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
477+ 9.37% |
$29.1K - $32.7K
|
5.57K
$476K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
465+ 5.86% |
$28.4K - $31.9K
|
8.4K
$718K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
464New |
$28.4K - $31.8K
|
464
$39.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
458+ 1.14% |
$28K - $31.4K
|
40.6K
$3.47M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
455+ 0.98% |
$27.8K - $31.2K
|
47K
$4.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
442+ 1.37% |
$27K - $30.3K
|
32.8K
$2.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
440+ 2.58% |
$26.9K - $30.2K
|
17.5K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
439+ 2.19% |
$26.8K - $30.1K
|
20.5K
$1.75M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
437+ 1.82% |
$26.7K - $30K
|
24.4K
$2.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
437+ 1.21% |
$26.7K - $30K
|
36.7K
$3.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
433+ 7.44% |
$26.5K - $29.7K
|
6.25K
$535K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
425New |
$26K - $29.1K
|
425
$36.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
423+ 6.25% |
$25.8K - $29K
|
7.19K
$615K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
419+ 5.04% |
$25.6K - $28.7K
|
8.73K
$746K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
419+ 8.52% |
$25.6K - $28.7K
|
5.34K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
419+ 12.05% |
$25.6K - $28.7K
|
3.9K
$333K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
419+ 12.05% |
$25.6K - $28.7K
|
3.9K
$333K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
416New |
$25.4K - $28.5K
|
416
$35.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
413New |
$25.2K - $28.3K
|
413
$35.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
410+ 13.44% |
$25.1K - $28.1K
|
3.46K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
408+ 0.57% |
$24.9K - $28K
|
72.4K
$6.2M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$24.4K - $27.4K
|
400
$34.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
400+ 3.57% |
$24.4K - $27.4K
|
11.6K
$993K
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
BUY
|
- |
400+ 3.92% |
$24.4K - $27.4K
|
10.6K
$906K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400+ 6.95% |
$24.4K - $27.4K
|
6.16K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.21% |
$24.4K - $27.4K
|
192K
$16.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
395+ 7.64% |
$24.1K - $27.1K
|
5.57K
$476K
|