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
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-691- 30.06% |
$42.2K - $47.4K
|
1.61K
$135K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-694- 11.42% |
$42.4K - $47.6K
|
5.38K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-699- 6.26% |
$42.7K - $47.9K
|
10.5K
$877K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-700- 12.28% |
$42.8K - $48K
|
5K
$419K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-702- 7.57% |
$42.9K - $48.1K
|
8.57K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-720- 5.26% |
$44K - $49.4K
|
13K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-729- 1.21% |
$44.5K - $50K
|
59.3K
$4.97M
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-737- 2.51% |
$45K - $50.5K
|
28.6K
$2.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-737- 4.07% |
$45K - $50.5K
|
17.4K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-742- 13.59% |
$45.3K - $50.9K
|
4.72K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-745- 5.0% |
$45.5K - $51.1K
|
14.1K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-752- 4.13% |
$45.9K - $51.6K
|
17.5K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 4.66% |
$46.7K - $52.5K
|
15.7K
$1.31M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-767- 6.61% |
$46.9K - $52.6K
|
10.8K
$908K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-768- 2.3% |
$46.9K - $52.7K
|
32.7K
$2.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-769- 4.28% |
$47K - $52.7K
|
17.2K
$1.44M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-775- 4.91% |
$47.4K - $53.1K
|
15K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-777- 3.92% |
$47.5K - $53.3K
|
19.1K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-799- 4.55% |
$48.8K - $54.8K
|
16.8K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-800- 14.34% |
$48.9K - $54.9K
|
4.78K
$401K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-801- 5.52% |
$48.9K - $54.9K
|
13.7K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-801- 3.08% |
$48.9K - $54.9K
|
25.2K
$2.11M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-805- 14.1% |
$49.2K - $55.2K
|
4.9K
$411K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-820- 9.46% |
$50.1K - $56.2K
|
7.85K
$658K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-821- 0.31% |
$50.2K - $56.3K
|
266K
$22.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-828- 0.76% |
$50.6K - $56.8K
|
108K
$9.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-830- 5.57% |
$50.7K - $56.9K
|
14.1K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-831- 0.48% |
$50.8K - $57K
|
172K
$14.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-874- 3.0% |
$53.4K - $59.9K
|
28.2K
$2.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-878- 6.13% |
$53.6K - $60.2K
|
13.4K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-895- 10.76% |
$54.7K - $61.4K
|
7.42K
$622K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-896- 6.69% |
$54.7K - $61.4K
|
12.5K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-896- 8.22% |
$54.7K - $61.4K
|
10K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-909- 7.58% |
$55.5K - $62.3K
|
11.1K
$929K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-922- 16.61% |
$56.3K - $63.2K
|
4.63K
$388K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-928- 2.21% |
$56.7K - $63.6K
|
41.1K
$3.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-938Closed |
$57.3K - $64.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-940- 1.99% |
$57.4K - $64.5K
|
46.2K
$3.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-949- 50.4% |
$58K - $65.1K
|
934
$78.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Nepsis Inc.
|
SELL
|
- |
-951- 3.17% |
$58.1K - $65.2K
|
29.1K
$2.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-967- 6.35% |
$59.1K - $66.3K
|
14.3K
$1.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-983- 8.47% |
$60.1K - $67.4K
|
10.6K
$890K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-994- 3.5% |
$60.7K - $68.2K
|
27.4K
$2.29M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-996- 1.32% |
$60.9K - $68.3K
|
74.7K
$6.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-998- 8.0% |
$61K - $68.4K
|
11.5K
$962K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-1K- 6.44% |
$61.1K - $68.6K
|
14.5K
$1.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1KClosed |
$61.1K - $68.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 11.65% |
$62.3K - $70K
|
7.74K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 6.87% |
$62.7K - $70.4K
|
13.9K
$1.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.04K- 2.89% |
$63.2K - $71K
|
34.8K
$2.92M
|