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 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-400- 2.74% |
$24.4K - $27.4K
|
14.2K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-400- 8.51% |
$24.4K - $27.4K
|
4.3K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-400- 1.43% |
$24.4K - $27.4K
|
27.5K
$2.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-403- 4.57% |
$24.6K - $27.6K
|
8.41K
$705K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-403- 2.92% |
$24.6K - $27.6K
|
13.4K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-405- 3.27% |
$24.7K - $27.8K
|
12K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-413- 24.94% |
$25.2K - $28.3K
|
1.24K
$104K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-413- 0.86% |
$25.2K - $28.3K
|
47.7K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-418- 6.0% |
$25.5K - $28.7K
|
6.55K
$549K
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-424- 4.52% |
$25.9K - $29.1K
|
8.95K
$750K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-426- 11.91% |
$26K - $29.2K
|
3.15K
$264K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-428- 8.34% |
$26.2K - $29.4K
|
4.7K
$394K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-438- 9.6% |
$26.8K - $30K
|
4.13K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-438- 6.62% |
$26.8K - $30K
|
6.18K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-442- 4.45% |
$27K - $30.3K
|
9.49K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-443- 4.27% |
$27.1K - $30.4K
|
9.94K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-445- 5.75% |
$27.2K - $30.5K
|
7.29K
$611K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-459- 2.03% |
$28K - $31.5K
|
22.1K
$1.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-468- 0.52% |
$28.6K - $32.1K
|
89K
$7.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-475- 1.67% |
$29K - $32.6K
|
28K
$2.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-499- 3.68% |
$30.5K - $34.2K
|
13.1K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 1.92% |
$30.6K - $34.3K
|
25.6K
$2.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-500- 8.98% |
$30.6K - $34.3K
|
5.07K
$425K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-500Closed |
$30.6K - $34.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 3.62% |
$30.6K - $34.3K
|
13.3K
$1.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-516- 32.33% |
$31.5K - $35.4K
|
1.08K
$90.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-517- 27.22% |
$31.6K - $35.5K
|
1.38K
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-525- 1.23% |
$32.1K - $36K
|
42.1K
$3.52M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-540- 0.55% |
$33K - $37K
|
98K
$8.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-561- 9.35% |
$34.3K - $38.5K
|
5.44K
$456K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-569- 4.27% |
$34.8K - $39K
|
12.8K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-571- 2.62% |
$34.9K - $39.2K
|
21.2K
$1.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-576- 4.27% |
$35.2K - $39.5K
|
12.9K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-580- 4.75% |
$35.4K - $39.8K
|
11.6K
$974K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-584- 11.86% |
$35.7K - $40.1K
|
4.34K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-584- 0.46% |
$35.7K - $40.1K
|
126K
$10.5M
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-590- 7.78% |
$36K - $40.5K
|
6.99K
$586K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-596- 21.52% |
$36.4K - $40.9K
|
2.17K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-597- 5.03% |
$36.5K - $40.9K
|
11.3K
$945K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-598- 20.47% |
$36.5K - $41K
|
2.32K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-600- 0.86% |
$36.7K - $41.1K
|
68.8K
$5.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-610- 3.81% |
$37.3K - $41.8K
|
15.4K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-626- 5.29% |
$38.2K - $42.9K
|
11.2K
$939K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-626Closed |
$38.2K - $42.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-627- 9.84% |
$38.3K - $43K
|
5.75K
$482K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-635- 7.43% |
$38.8K - $43.5K
|
7.91K
$662K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-650- 1.85% |
$39.7K - $44.6K
|
34.6K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-653- 6.99% |
$39.9K - $44.8K
|
8.68K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-658- 15.82% |
$40.2K - $45.1K
|
3.5K
$293K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-691- 10.53% |
$42.2K - $47.4K
|
5.87K
$492K
|