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
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
121New |
$7.39K - $8.3K
|
121
$10.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
110+ 1.3% |
$6.72K - $7.54K
|
8.55K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
107+ 23.78% |
$6.54K - $7.34K
|
557
$47.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
106New |
$6.48K - $7.27K
|
106
$9.06K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
106+ 0.47% |
$6.48K - $7.27K
|
22.6K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
105New |
$6.42K - $7.2K
|
105
$8.98K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
104New |
$6.35K - $7.13K
|
104
$8.89K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.17K - $6.93K
|
101
$8.64K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
100+ 13.89% |
$6.11K - $6.86K
|
820
$70.1K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
100+ 10.85% |
$6.11K - $6.86K
|
1.02K
$87.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 2.94% |
$6.11K - $6.86K
|
3.5K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 4.02% |
$6.11K - $6.86K
|
2.59K
$221K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
98+ 0.91% |
$5.99K - $6.72K
|
10.8K
$925K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
98+ 0.76% |
$5.99K - $6.72K
|
12.9K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
96+ 8.01% |
$5.87K - $6.58K
|
1.29K
$111K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
96+ 0.24% |
$5.87K - $6.58K
|
39.8K
$3.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
96+ 1.44% |
$5.87K - $6.58K
|
6.75K
$577K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
96+ 1.14% |
$5.87K - $6.58K
|
8.51K
$728K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 0.43% |
$5.8K - $6.52K
|
22K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
92New |
$5.62K - $6.31K
|
92
$7.87K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
90+ 0.67% |
$5.5K - $6.17K
|
13.6K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
83+ 0.18% |
$5.07K - $5.69K
|
46.1K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
83+ 0.86% |
$5.07K - $5.69K
|
9.75K
$834K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
80+ 4.61% |
$4.89K - $5.49K
|
1.81K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
80+ 0.39% |
$4.89K - $5.49K
|
20.5K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
79+ 0.41% |
$4.83K - $5.42K
|
19.2K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
77+ 1.62% |
$4.7K - $5.28K
|
4.82K
$412K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
76+ 0.94% |
$4.64K - $5.21K
|
8.13K
$695K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
75+ 3.4% |
$4.58K - $5.14K
|
2.28K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.41K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
75+ 0.56% |
$4.58K - $5.14K
|
13.4K
$1.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.41K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 0.32% |
$4.58K - $5.14K
|
23.2K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
73+ 0.26% |
$4.46K - $5.01K
|
28K
$2.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 4.2% |
$4.46K - $5.01K
|
1.81K
$155K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
72+ 0.46% |
$4.4K - $4.94K
|
15.8K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
71+ 1.3% |
$4.34K - $4.87K
|
5.52K
$472K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
66+ 0.31% |
$4.03K - $4.53K
|
21.5K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
66+ 8.38% |
$4.03K - $4.53K
|
854
$73K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
65+ 2.94% |
$3.97K - $4.46K
|
2.27K
$194K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
64+ 4.57% |
$3.91K - $4.39K
|
1.47K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64+ 9.14% |
$3.91K - $4.39K
|
764
$65.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
62+ 6.88% |
$3.79K - $4.25K
|
963
$82.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
62+ 0.22% |
$3.79K - $4.25K
|
28.7K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
59+ 0.71% |
$3.6K - $4.05K
|
8.41K
$719K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
58+ 0.31% |
$3.54K - $3.98K
|
18.9K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
56+ 1.15% |
$3.42K - $3.84K
|
4.93K
$422K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 1.55% |
$3.42K - $3.84K
|
3.67K
$314K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
55+ 0.43% |
$3.36K - $3.77K
|
13K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 0.32% |
$3.36K - $3.77K
|
17.1K
$1.46M
|