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 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
231+ 3.54% |
$14.1K - $15.8K
|
6.75K
$565K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
230+ 3.96% |
$14.1K - $15.8K
|
6.04K
$506K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
223+ 4.59% |
$13.6K - $15.3K
|
5.08K
$426K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
220+ 3.41% |
$13.4K - $15.1K
|
6.67K
$559K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
219+ 2.46% |
$13.4K - $15K
|
9.11K
$763K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
216+ 3.37% |
$13.2K - $14.8K
|
6.63K
$555K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
215+ 1.62% |
$13.1K - $14.7K
|
13.5K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
214+ 3.84% |
$13.1K - $14.7K
|
5.79K
$485K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
213+ 2.55% |
$13K - $14.6K
|
8.57K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
213+ 1.89% |
$13K - $14.6K
|
11.5K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
213+ 1.14% |
$13K - $14.6K
|
19K
$1.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
210+ 0.09% |
$12.8K - $14.4K
|
233K
$19.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
208+ 6.05% |
$12.7K - $14.3K
|
3.65K
$305K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
205+ 6.21% |
$12.5K - $14.1K
|
3.51K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
203+ 0.56% |
$12.4K - $13.9K
|
36.5K
$3.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
203+ 1.42% |
$12.4K - $13.9K
|
14.5K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
202+ 0.37% |
$12.3K - $13.9K
|
54.7K
$4.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200New |
$12.2K - $13.7K
|
200
$16.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200New |
$12.2K - $13.7K
|
200
$16.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
200+ 1.57% |
$12.2K - $13.7K
|
12.9K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
198+ 1.99% |
$12.1K - $13.6K
|
10.2K
$851K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
196+ 2.69% |
$12K - $13.4K
|
7.49K
$627K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
196New |
$12K - $13.4K
|
196
$16.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
190+ 4.15% |
$11.6K - $13K
|
4.76K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
188+ 0.05% |
$11.5K - $12.9K
|
373K
$31.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
187+ 4.85% |
$11.4K - $12.8K
|
4.04K
$339K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
183New |
$11.2K - $12.6K
|
183
$15.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
180+ 2.2% |
$11K - $12.3K
|
8.36K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
175New |
$10.7K - $12K
|
175
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
170+ 0.38% |
$10.4K - $11.7K
|
45.1K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
169+ 3.68% |
$10.3K - $11.6K
|
4.76K
$399K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
166+ 16.52% |
$10.1K - $11.4K
|
1.17K
$98.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
165+ 0.7% |
$10.1K - $11.3K
|
23.6K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162+ 0.92% |
$9.9K - $11.1K
|
17.8K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
161+ 0.3% |
$9.84K - $11K
|
54.4K
$4.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
158+ 1.06% |
$9.65K - $10.8K
|
15K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
157+ 1.21% |
$9.59K - $10.8K
|
13.1K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
152+ 1.45% |
$9.29K - $10.4K
|
10.6K
$889K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
146+ 0.38% |
$8.92K - $10K
|
38.2K
$3.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
144+ 2.9% |
$8.8K - $9.88K
|
5.11K
$428K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
140+ 1.82% |
$8.55K - $9.6K
|
7.82K
$655K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
140+ 2.1% |
$8.55K - $9.6K
|
6.81K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 2.6% |
$8.25K - $9.26K
|
5.33K
$447K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
133+ 2.54% |
$8.13K - $9.12K
|
5.38K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
133+ 3.01% |
$8.13K - $9.12K
|
4.55K
$381K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
125+ 3.33% |
$7.64K - $8.57K
|
3.88K
$325K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
124+ 0.65% |
$7.58K - $8.5K
|
19.1K
$1.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
123+ 1.58% |
$7.52K - $8.44K
|
7.92K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
121+ 3.62% |
$7.39K - $8.3K
|
3.46K
$290K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
121+ 4.28% |
$7.39K - $8.3K
|
2.95K
$247K
|