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 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 71.43% |
$306 - $343
|
2
$173
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.03% |
$306 - $343
|
18.9K
$1.64M
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
SELL
|
- |
-6- 0.05% |
$367 - $411
|
11.6K
$1M
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$428 - $480
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9- 0.03% |
$550 - $617
|
27.6K
$2.39M
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-11- 0.25% |
$672 - $754
|
4.34K
$375K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12- 0.2% |
$733 - $823
|
6.04K
$522K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-14- 0.05% |
$855 - $960
|
26.2K
$2.27M
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-15- 0.03% |
$917 - $1.03K
|
59.6K
$5.15M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.31% |
$917 - $1.03K
|
4.75K
$411K
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16- 2.32% |
$978 - $1.1K
|
675
$58.4K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-16- 0.28% |
$978 - $1.1K
|
5.62K
$486K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-17- 2.58% |
$1.04K - $1.17K
|
643
$55.6K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.01% |
$1.1K - $1.23K
|
219K
$18.9M
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-19- 0.22% |
$1.16K - $1.3K
|
8.57K
$741K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20- 2.17% |
$1.22K - $1.37K
|
900
$77.8K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-24- 0.25% |
$1.47K - $1.65K
|
9.44K
$816K
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-24- 0.32% |
$1.47K - $1.65K
|
7.45K
$644K
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-26- 0.41% |
$1.59K - $1.78K
|
6.25K
$540K
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-27- 0.35% |
$1.65K - $1.85K
|
7.71K
$667K
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-30- 0.07% |
$1.83K - $2.06K
|
40.3K
$3.48M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-38- 0.78% |
$2.32K - $2.61K
|
4.86K
$420K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-42Closed |
$2.57K - $2.88K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-45- 6.36% |
$2.75K - $3.09K
|
663
$57.3K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 0.55% |
$2.81K - $3.15K
|
8.37K
$724K
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 1.05% |
$3.06K - $3.43K
|
4.73K
$409K
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-50- 0.21% |
$3.06K - $3.43K
|
23.4K
$2.02M
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-51- 0.16% |
$3.12K - $3.5K
|
32.7K
$2.83M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.68% |
$3.24K - $3.63K
|
7.79K
$673K
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-59- 1.35% |
$3.6K - $4.05K
|
4.3K
$372K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-60- 6.38% |
$3.67K - $4.11K
|
880
$76.1K
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-68- 1.5% |
$4.15K - $4.66K
|
4.45K
$385K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-70- 1.86% |
$4.28K - $4.8K
|
3.7K
$320K
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-70- 0.51% |
$4.28K - $4.8K
|
13.6K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-71- 0.83% |
$4.34K - $4.87K
|
8.51K
$736K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-71- 0.38% |
$4.34K - $4.87K
|
18.8K
$1.63M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$4.34K - $4.87K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-73Closed |
$4.46K - $5.01K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-76- 1.07% |
$4.64K - $5.21K
|
7.05K
$610K
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-83- 1.08% |
$5.07K - $5.69K
|
7.64K
$660K
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-88- 1.87% |
$5.38K - $6.04K
|
4.62K
$399K
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-96- 1.07% |
$5.87K - $6.58K
|
8.92K
$771K
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-96- 1.02% |
$5.87K - $6.58K
|
9.36K
$809K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 0.42% |
$5.99K - $6.72K
|
23.5K
$2.03M
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 1.69% |
$6.11K - $6.86K
|
5.82K
$503K
|
|
Jan 14, 2022
Q4 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.38% |
$6.11K - $6.86K
|
26.1K
$2.25M
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 0.42% |
$6.11K - $6.86K
|
23.7K
$2.05M
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-100- 1.22% |
$6.11K - $6.86K
|
8.13K
$702K
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 0.57% |
$6.11K - $6.86K
|
17.4K
$1.51M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-100- 0.49% |
$6.11K - $6.86K
|
20.1K
$1.74M
|