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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.22% |
$489 - $549
|
3.62K
$303K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.35% |
$428 - $480
|
1.99K
$166K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
7New |
$428 - $480
|
7
$587
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.16% |
$428 - $480
|
4.48K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7+ 0.09% |
$428 - $480
|
7.8K
$654K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 0.7% |
$428 - $480
|
1.01K
$84.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7+ 0.09% |
$428 - $480
|
7.61K
$637K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.04% |
$428 - $480
|
19.8K
$1.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
6+ 0.02% |
$367 - $411
|
37.3K
$3.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
6+ 0.09% |
$367 - $411
|
6.76K
$567K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
6New |
$367 - $411
|
6
$503
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
5+ 0.04% |
$306 - $343
|
13.4K
$1.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.02% |
$306 - $343
|
21.4K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
5+ 0.1% |
$306 - $343
|
4.93K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.1% |
$244 - $274
|
4.09K
$342K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.04% |
$244 - $274
|
390
$32.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4+ 0.04% |
$244 - $274
|
11K
$922K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
4+ 0.08% |
$244 - $274
|
4.96K
$416K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.09% |
$244 - $274
|
4.51K
$378K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.11% |
$244 - $274
|
3.58K
$300K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.48% |
$183 - $206
|
627
$52.5K
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $206
|
3.78K
$317K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$183 - $206
|
3
$251
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$183 - $206
|
4.4K
$369K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.04% |
$183 - $206
|
7.16K
$600K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.26% |
$183 - $206
|
1.18K
$98.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$122 - $137
|
3.41K
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$122 - $137
|
3.63K
$304K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.07% |
$122 - $137
|
2.8K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.42% |
$122 - $137
|
479
$40.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.54% |
$122 - $137
|
132
$11.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.01% |
$122 - $137
|
15.4K
$1.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
5.58K
$468K
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
1+ 0.01% |
$61.1 - $68.6
|
10.8K
$907K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$61.1 - $68.6
|
18.5K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
4.02K
$337K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
5.91K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.32% |
$61.1 - $68.6
|
77
$6.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$61.1 - $68.6
|
10.2K
$851K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.67% |
$61.1 - $68.6
|
61
$5.11K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.01% |
$61.1 - $68.6
|
100
$8.38K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
5.09K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.13% |
$61.1 - $68.6
|
749
$62.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$61.1 - $68.6
|
16.7K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
6.64K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$61.1 - $68.6
|
4.36K
$365K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$61.1 - $68.6
|
6.18K
$518K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 0.01% |
$122 - $137
|
18.7K
$1.57M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4- 0.04% |
$244 - $274
|
10.3K
$865K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-5- 0.06% |
$306 - $343
|
8.39K
$703K
|