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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.69K- 5.43% |
$103K - $116K
|
29.4K
$2.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.73KClosed |
$106K - $119K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.75K- 0.98% |
$107K - $120K
|
177K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.76K- 12.07% |
$107K - $120K
|
12.8K
$1.11M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 20.85% |
$108K - $121K
|
6.69K
$578K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 4.07% |
$110K - $124K
|
42.6K
$3.68M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.86K- 1.27% |
$114K - $128K
|
145K
$12.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.87K- 6.98% |
$114K - $128K
|
24.9K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.87K- 24.23% |
$114K - $128K
|
5.85K
$506K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.87K- 2.21% |
$114K - $128K
|
82.7K
$7.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.88K- 27.4% |
$115K - $129K
|
4.98K
$430K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.88K- 1.99% |
$115K - $129K
|
92.7K
$8.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-1.88K- 28.92% |
$115K - $129K
|
4.63K
$400K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 5.84% |
$118K - $132K
|
31.1K
$2.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.97K- 18.73% |
$120K - $135K
|
8.54K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2KClosed |
$122K - $137K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2K- 1.31% |
$122K - $137K
|
151K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.06K- 25.64% |
$126K - $142K
|
5.99K
$517K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.12K- 1.91% |
$130K - $146K
|
109K
$9.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.14KClosed |
$131K - $147K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 3.49% |
$132K - $148K
|
59.7K
$5.16M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.21K- 6.05% |
$135K - $151K
|
34.3K
$2.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.24K- 21.63% |
$137K - $154K
|
8.13K
$703K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.26K- 7.29% |
$138K - $155K
|
28.7K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.29KClosed |
$140K - $157K
|
0
$0
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.3K- 30.86% |
$140K - $157K
|
5.14K
$444K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.31K- 8.29% |
$141K - $158K
|
25.6K
$2.21M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.33K- 3.31% |
$142K - $160K
|
68K
$5.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.33K- 19.03% |
$142K - $160K
|
9.92K
$858K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.34K- 18.1% |
$143K - $160K
|
10.6K
$915K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-2.38K- 31.92% |
$145K - $163K
|
5.07K
$438K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-2.42KClosed |
$148K - $166K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 1.81% |
$148K - $166K
|
132K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.48K- 3.51% |
$151K - $170K
|
68.1K
$5.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.52K- 8.49% |
$154K - $173K
|
27.1K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 25.05% |
$155K - $173K
|
7.57K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.53K- 16.24% |
$155K - $174K
|
13.1K
$1.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.62K- 2.61% |
$160K - $179K
|
97.8K
$8.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.62K- 9.94% |
$160K - $180K
|
23.7K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.65K- 5.43% |
$162K - $182K
|
46.2K
$3.99M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.66K- 15.99% |
$162K - $182K
|
14K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.69K- 0.88% |
$164K - $185K
|
302K
$26.1M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-2.7K- 4.87% |
$165K - $185K
|
52.6K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.7K- 16.65% |
$165K - $185K
|
13.5K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.71K- 1.51% |
$165K - $186K
|
176K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.72K- 6.55% |
$166K - $187K
|
38.9K
$3.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.77K- 3.01% |
$169K - $190K
|
89.3K
$7.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.78K- 25.24% |
$170K - $190K
|
8.22K
$711K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-2.87K- 2.08% |
$175K - $197K
|
135K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.87K- 27.3% |
$176K - $197K
|
7.65K
$662K
|