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
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.27% |
$6.11K - $6.86K
|
7.79K
$653K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 3.34% |
$6.11K - $6.86K
|
2.9K
$243K
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 2.7% |
$6.11K - $6.86K
|
3.6K
$302K
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 1.36% |
$6.11K - $6.86K
|
7.24K
$607K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100Closed |
$6.11K - $6.86K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-101- 0.6% |
$6.17K - $6.93K
|
16.8K
$1.41M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-105- 2.12% |
$6.42K - $7.2K
|
4.86K
$407K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-110- 0.7% |
$6.72K - $7.54K
|
15.5K
$1.3M
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-115- 3.37% |
$7.03K - $7.89K
|
3.29K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 0.71% |
$7.21K - $8.09K
|
16.6K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 4.04% |
$7.33K - $8.23K
|
2.85K
$239K
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-121- 0.35% |
$7.39K - $8.3K
|
34.1K
$2.85M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-124- 0.12% |
$7.58K - $8.5K
|
103K
$8.64M
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-124- 0.66% |
$7.58K - $8.5K
|
18.7K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 1.29% |
$7.76K - $8.71K
|
9.74K
$816K
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-129- 2.77% |
$7.88K - $8.85K
|
4.52K
$379K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-130- 2.56% |
$7.94K - $8.92K
|
4.95K
$415K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-130- 0.46% |
$7.94K - $8.92K
|
27.8K
$2.33M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-131- 29.31% |
$8K - $8.98K
|
316
$26.5K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-132- 3.24% |
$8.07K - $9.05K
|
3.95K
$331K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-133- 2.81% |
$8.13K - $9.12K
|
4.59K
$385K
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-142- 2.54% |
$8.68K - $9.74K
|
5.44K
$456K
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-143- 3.5% |
$8.74K - $9.81K
|
3.95K
$331K
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-145- 0.68% |
$8.86K - $9.94K
|
21.3K
$1.78M
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-145Closed |
$8.86K - $9.94K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-147- 3.09% |
$8.98K - $10.1K
|
4.62K
$387K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-149- 3.15% |
$9.1K - $10.2K
|
4.58K
$383K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-149- 0.65% |
$9.1K - $10.2K
|
22.6K
$1.9M
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-160- 3.1% |
$9.78K - $11K
|
5K
$419K
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-160- 3.1% |
$9.78K - $11K
|
5K
$419K
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-161- 0.34% |
$9.84K - $11K
|
47.3K
$3.97M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-161- 2.39% |
$9.84K - $11K
|
6.57K
$550K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-161- 0.55% |
$9.84K - $11K
|
29.3K
$2.45M
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-161- 0.29% |
$9.84K - $11K
|
54.6K
$4.58M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-167- 8.5% |
$10.2K - $11.5K
|
1.8K
$151K
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-170- 3.11% |
$10.4K - $11.7K
|
5.3K
$444K
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-173Closed |
$10.6K - $11.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-180- 1.39% |
$11K - $12.3K
|
12.7K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-180- 1.66% |
$11K - $12.3K
|
10.7K
$893K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-184- 3.12% |
$11.2K - $12.6K
|
5.71K
$479K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-187- 5.57% |
$11.4K - $12.8K
|
3.17K
$266K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-194- 2.45% |
$11.9K - $13.3K
|
7.73K
$648K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-197- 1.4% |
$12K - $13.5K
|
13.9K
$1.16M
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-198- 4.32% |
$12.1K - $13.6K
|
4.39K
$368K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-199- 0.15% |
$12.2K - $13.6K
|
135K
$11.3M
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-200- 7.74% |
$12.2K - $13.7K
|
2.39K
$200K
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 1.55% |
$12.2K - $13.7K
|
12.7K
$1.07M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 3.44% |
$12.2K - $13.7K
|
5.61K
$470K
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-200- 1.05% |
$12.2K - $13.7K
|
18.8K
$1.58M
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 5.48% |
$12.2K - $13.7K
|
3.45K
$289K
|