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 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
392+ 1.33% |
$24K - $26.9K
|
30K
$2.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
389New |
$23.8K - $26.7K
|
389
$33.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
385+ 3.58% |
$23.5K - $26.4K
|
11.2K
$954K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
379+ 5.18% |
$23.2K - $26K
|
7.69K
$658K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
366+ 10.22% |
$22.4K - $25.1K
|
3.95K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
363+ 10.83% |
$22.2K - $24.9K
|
3.71K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
358+ 1.5% |
$21.9K - $24.6K
|
24.2K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
355+ 2.3% |
$21.7K - $24.3K
|
15.8K
$1.35M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
354+ 3.21% |
$21.6K - $24.3K
|
11.4K
$974K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
351+ 5.52% |
$21.4K - $24.1K
|
6.71K
$574K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
350+ 3.57% |
$21.4K - $24K
|
10.1K
$868K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
350+ 0.83% |
$21.4K - $24K
|
42.4K
$3.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
346+ 2.03% |
$21.1K - $23.7K
|
17.4K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
343+ 5.84% |
$21K - $23.5K
|
6.22K
$532K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
341+ 3.69% |
$20.8K - $23.4K
|
9.58K
$819K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$20.4K - $22.9K
|
334
$28.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
330+ 0.51% |
$20.2K - $22.6K
|
64.5K
$5.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
327+ 7.0% |
$20K - $22.4K
|
5K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
323+ 3.28% |
$19.7K - $22.2K
|
10.2K
$869K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
320+ 6.12% |
$19.6K - $21.9K
|
5.55K
$475K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
315+ 2.22% |
$19.2K - $21.6K
|
14.5K
$1.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
310+ 66.67% |
$18.9K - $21.3K
|
775
$66.3K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
309+ 2.52% |
$18.9K - $21.2K
|
12.6K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
308+ 3.4% |
$18.8K - $21.1K
|
9.36K
$800K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
306+ 2.52% |
$18.7K - $21K
|
12.5K
$1.07M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
300New |
$18.3K - $20.6K
|
300
$25.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
300+ 73.35% |
$18.3K - $20.6K
|
709
$60.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
296+ 7.37% |
$18.1K - $20.3K
|
4.31K
$369K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
293+ 3.36% |
$17.9K - $20.1K
|
9.02K
$772K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
291New |
$17.8K - $20K
|
291
$24.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
290+ 0.36% |
$17.7K - $19.9K
|
81.6K
$6.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
290+ 2.93% |
$17.7K - $19.9K
|
10.2K
$871K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
287+ 13.25% |
$17.5K - $19.7K
|
2.45K
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
287+ 1.85% |
$17.5K - $19.7K
|
15.8K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
280+ 3.04% |
$17.1K - $19.2K
|
9.5K
$813K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
267+ 0.54% |
$16.3K - $18.3K
|
49.9K
$4.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
262+ 0.56% |
$16K - $18K
|
46.7K
$3.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262+ 1.65% |
$16K - $18K
|
16.1K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
258+ 0.26% |
$15.8K - $17.7K
|
100K
$8.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
253+ 4.58% |
$15.5K - $17.4K
|
5.77K
$494K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 1.35% |
$15.3K - $17.2K
|
18.8K
$1.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
250+ 3.51% |
$15.3K - $17.1K
|
7.37K
$630K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
248+ 2.41% |
$15.2K - $17K
|
10.5K
$902K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
247+ 7.49% |
$15.1K - $16.9K
|
3.54K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
246+ 1.44% |
$15K - $16.9K
|
17.3K
$1.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
243+ 2.87% |
$14.8K - $16.7K
|
8.71K
$745K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
239+ 2.44% |
$14.6K - $16.4K
|
10.1K
$860K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
238+ 0.24% |
$14.5K - $16.3K
|
99.5K
$8.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
237+ 2.9% |
$14.5K - $16.3K
|
8.4K
$719K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
232+ 0.96% |
$14.2K - $15.9K
|
24.4K
$2.08M
|