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 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
54+ 0.29% |
$3.3K - $3.7K
|
18.8K
$1.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
52+ 0.1% |
$3.18K - $3.57K
|
51K
$4.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
52+ 0.57% |
$3.18K - $3.57K
|
9.11K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 1.44% |
$3.18K - $3.57K
|
3.67K
$308K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
52New |
$3.18K - $3.57K
|
52
$4.36K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
48+ 0.27% |
$2.93K - $3.29K
|
18K
$1.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
44+ 0.51% |
$2.69K - $3.02K
|
8.6K
$721K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
44+ 0.94% |
$2.69K - $3.02K
|
4.74K
$397K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43+ 0.16% |
$2.63K - $2.95K
|
26.2K
$2.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
43+ 1.06% |
$2.63K - $2.95K
|
4.12K
$345K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
41+ 0.49% |
$2.51K - $2.81K
|
8.37K
$701K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
41+ 0.45% |
$2.51K - $2.81K
|
9.13K
$765K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
38+ 0.85% |
$2.32K - $2.61K
|
4.52K
$378K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 1.01% |
$2.32K - $2.61K
|
3.79K
$318K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
37+ 0.49% |
$2.26K - $2.54K
|
7.65K
$641K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
36+ 3.75% |
$2.2K - $2.47K
|
995
$83.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
36+ 6.19% |
$2.2K - $2.47K
|
618
$51.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
35+ 0.84% |
$2.14K - $2.4K
|
4.21K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
35New |
$2.14K - $2.4K
|
35
$2.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 36.78% |
$1.96K - $2.19K
|
119
$9.97K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
30+ 1.03% |
$1.83K - $2.06K
|
2.95K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
30+ 0.3% |
$1.83K - $2.06K
|
10.1K
$844K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
28+ 0.48% |
$1.71K - $1.92K
|
5.9K
$494K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
28+ 0.28% |
$1.71K - $1.92K
|
10.1K
$845K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
27+ 0.06% |
$1.65K - $1.85K
|
43.9K
$3.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
26+ 0.13% |
$1.59K - $1.78K
|
19.7K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 3.33% |
$1.53K - $1.71K
|
775
$64.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
22+ 0.15% |
$1.34K - $1.51K
|
14.7K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
20+ 0.25% |
$1.22K - $1.37K
|
7.95K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.68% |
$1.22K - $1.37K
|
2.96K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20New |
$1.22K - $1.37K
|
20
$1.68K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
18+ 0.84% |
$1.1K - $1.23K
|
2.17K
$182K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
18+ 0.33% |
$1.1K - $1.23K
|
5.49K
$460K
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
16+ 0.37% |
$978 - $1.1K
|
4.39K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16+ 0.27% |
$978 - $1.1K
|
5.93K
$497K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
16+ 0.44% |
$978 - $1.1K
|
3.66K
$307K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 15.0% |
$917 - $1.03K
|
115
$9.64K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.5% |
$917 - $1.03K
|
3.03K
$254K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$855 - $960
|
4.37K
$366K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 1.25% |
$855 - $960
|
1.13K
$94.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
14+ 0.33% |
$855 - $960
|
4.23K
$354K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
13+ 0.4% |
$794 - $892
|
3.3K
$277K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.24% |
$794 - $892
|
5.47K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 0.06% |
$733 - $823
|
21.6K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$611 - $686
|
6.87K
$575K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 1.3% |
$550 - $617
|
699
$58.6K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8+ 0.06% |
$489 - $549
|
14K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.22% |
$489 - $549
|
3.62K
$303K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.24% |
$489 - $549
|
3.34K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.3% |
$489 - $549
|
2.68K
$225K
|