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 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.04K- 2.89% |
$63.2K - $71K
|
34.8K
$3.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.05K- 7.27% |
$64K - $71.8K
|
13.3K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.05KClosed |
$64.3K - $72.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.05K- 12.44% |
$64.3K - $72.2K
|
7.41K
$667K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.06K- 0.84% |
$65K - $73K
|
125K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.09K- 14.58% |
$66.8K - $75K
|
6.41K
$576K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.1KClosed |
$67.2K - $75.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.12KClosed |
$68.3K - $76.7K
|
0
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.12K- 77.01% |
$68.4K - $76.7K
|
334
$30K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 3.41% |
$69.7K - $78.2K
|
32.3K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.14K- 0.84% |
$69.8K - $78.4K
|
135K
$12.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-1.15K- 3.89% |
$70.3K - $78.9K
|
28.4K
$2.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.15K- 1.31% |
$70.5K - $79.1K
|
86.9K
$7.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.17K- 4.09% |
$71.4K - $80.1K
|
27.4K
$2.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 3.72% |
$71.9K - $80.7K
|
30.5K
$2.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.19K- 4.06% |
$72.5K - $81.4K
|
28.1K
$2.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 11.86% |
$72.6K - $81.5K
|
8.83K
$794K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 6.2% |
$73.4K - $82.4K
|
18.2K
$1.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.22K- 27.71% |
$74.4K - $83.5K
|
3.18K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.24K- 4.79% |
$75.9K - $85.2K
|
24.7K
$2.22M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.28K- 10.4% |
$77.9K - $87.4K
|
11K
$988K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.28K- 27.29% |
$78.3K - $87.9K
|
3.41K
$307K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.29K- 2.09% |
$78.8K - $88.5K
|
60.4K
$5.43M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-1.31K- 2.28% |
$80K - $89.8K
|
56.1K
$5.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.32K- 8.82% |
$80.5K - $90.3K
|
13.6K
$1.22M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.33K- 2.06% |
$81.3K - $91.3K
|
63.2K
$5.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 3.96% |
$82.4K - $92.5K
|
32.7K
$2.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-1.35KClosed |
$82.5K - $92.7K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.36K- 66.02% |
$82.9K - $93K
|
698
$62.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.41K- 4.94% |
$86K - $96.6K
|
27.1K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 0.11% |
$86.6K - $97.2K
|
1.31M
$118M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.42K- 3.57% |
$86.7K - $97.3K
|
38.3K
$3.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.45K- 5.22% |
$88.7K - $99.5K
|
26.3K
$2.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-1.46K- 4.4% |
$88.9K - $99.8K
|
31.6K
$2.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.47KClosed |
$89.8K - $101K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.47K- 9.86% |
$90.1K - $101K
|
13.5K
$1.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.48KClosed |
$90.1K - $101K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 16.59% |
$91.5K - $103K
|
7.53K
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.55K- 12.24% |
$94.6K - $106K
|
11.1K
$999K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.55K- 7.67% |
$94.9K - $107K
|
18.7K
$1.68M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.56K- 1.62% |
$95.5K - $107K
|
95K
$8.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.57K- 4.75% |
$95.7K - $107K
|
31.4K
$2.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
SELL
|
- |
-1.59K- 14.39% |
$97.4K - $109K
|
9.49K
$853K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.6K- 34.65% |
$97.8K - $110K
|
3.02K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.6K- 2.35% |
$97.8K - $110K
|
66.5K
$5.98M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.6K- 21.22% |
$97.8K - $110K
|
5.94K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.64K- 1.77% |
$100K - $113K
|
91.2K
$8.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.65K- 3.62% |
$101K - $113K
|
44K
$3.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.66K- 12.25% |
$101K - $114K
|
11.9K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-1.69K- 10.93% |
$103K - $116K
|
13.8K
$1.24M
|