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 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 10.61% |
$881K - $989K
|
150K
$12.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
14.2K+ 21.21% |
$867K - $973K
|
81.1K
$6.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$858K - $963K
|
14K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
13.6KNew |
$831K - $933K
|
13.6K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
13.4K+ 15.44% |
$821K - $922K
|
101K
$8.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1K+ 8.6% |
$799K - $897K
|
165K
$14.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
12.9K+ 24.15% |
$790K - $886K
|
66.4K
$5.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
12.9K+ 63.82% |
$786K - $883K
|
33K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.7KNew |
$778K - $874K
|
12.7K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
12.3KNew |
$754K - $846K
|
12.3K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12.2KNew |
$748K - $840K
|
12.2K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$741K - $832K
|
12.1K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.8K+ 68.4% |
$723K - $811K
|
29.1K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.8K+ 20.68% |
$722K - $811K
|
69K
$5.9M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
11.7KNew |
$717K - $805K
|
11.7K
$1M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
11.7KNew |
$713K - $801K
|
11.7K
$998K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
11.4K+ 28.48% |
$695K - $780K
|
51.3K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
11.3KNew |
$690K - $774K
|
11.3K
$965K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11.1KNew |
$680K - $763K
|
11.1K
$951K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
10.6KNew |
$649K - $729K
|
10.6K
$908K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$649K - $728K
|
10.6K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.3K+ 0.67% |
$628K - $705K
|
1.53M
$131M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.2KNew |
$626K - $703K
|
10.2K
$876K
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.9KNew |
$605K - $679K
|
9.9K
$847K
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.9K+ 26.56% |
$605K - $679K
|
47.2K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.75K+ 9.75% |
$595K - $668K
|
110K
$9.38M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.63KNew |
$589K - $661K
|
9.63K
$824K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.58K+ 133.15% |
$585K - $657K
|
16.8K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.55K+ 1.01% |
$583K - $655K
|
957K
$81.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.53K+ 530.79% |
$582K - $654K
|
11.3K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
9.3KNew |
$568K - $638K
|
9.3K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$566K - $635K
|
9.26K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
9.23KNew |
$564K - $633K
|
9.23K
$789K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
9.18K+ 3.94% |
$561K - $630K
|
242K
$20.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
8.53KNew |
$521K - $585K
|
8.53K
$729K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
8.43K+ 3.5% |
$515K - $578K
|
250K
$21.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.31KNew |
$507K - $570K
|
8.31K
$710K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.25KNew |
$504K - $566K
|
8.25K
$706K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.22K+ 2.36% |
$502K - $564K
|
357K
$30.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
8.19K+ 7.82% |
$500K - $562K
|
113K
$9.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
8.07KNew |
$493K - $554K
|
8.07K
$690K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.07KNew |
$493K - $553K
|
8.07K
$690K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.04K+ 3.71% |
$491K - $551K
|
225K
$19.2M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.04K+ 3.71% |
$491K - $551K
|
225K
$19.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.95K+ 226.44% |
$486K - $545K
|
11.5K
$980K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
7.9KNew |
$482K - $541K
|
7.9K
$675K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
7.87K+ 31.64% |
$481K - $540K
|
32.7K
$2.8M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.87KNew |
$481K - $540K
|
7.87K
$673K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.81K+ 10.49% |
$477K - $536K
|
82.2K
$7.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.8K+ 86.68% |
$477K - $535K
|
16.8K
$1.44M
|