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
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.27KNew |
$322K - $361K
|
5.27K
$450K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
5.24K+ 4.57% |
$320K - $359K
|
120K
$10.3M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.24KNew |
$320K - $359K
|
5.24K
$448K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.2K+ 138.3% |
$318K - $357K
|
8.96K
$766K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
5.2KNew |
$318K - $357K
|
5.2K
$445K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
5.19KNew |
$317K - $356K
|
5.19K
$444K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.18KNew |
$317K - $356K
|
5.18K
$443K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11K+ 6.73% |
$312K - $350K
|
80.9K
$6.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
5.08K+ 4.89% |
$311K - $349K
|
109K
$9.32M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.04K+ 19.12% |
$308K - $346K
|
31.4K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5K+ 14.04% |
$306K - $343K
|
40.6K
$3.47M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5KNew |
$306K - $343K
|
5K
$428K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
4.89K+ 37.07% |
$299K - $335K
|
18.1K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$298K - $334K
|
4.87K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.85K+ 23.26% |
$296K - $332K
|
25.7K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.81K+ 7.05% |
$294K - $330K
|
73K
$6.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.8K+ 8.63% |
$293K - $329K
|
60.4K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.76K+ 26.09% |
$291K - $326K
|
23K
$1.97M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.71KNew |
$288K - $323K
|
4.71K
$403K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.67KNew |
$285K - $320K
|
4.67K
$399K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.67KNew |
$285K - $320K
|
4.67K
$399K
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.64KNew |
$284K - $318K
|
4.64K
$397K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
4.59KNew |
$281K - $315K
|
4.59K
$393K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.59K+ 15.04% |
$280K - $314K
|
35.1K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.57KNew |
$279K - $313K
|
4.57K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.52K+ 0.75% |
$276K - $310K
|
605K
$51.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 11.03% |
$275K - $309K
|
45.3K
$3.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.49K+ 8.21% |
$274K - $308K
|
59.2K
$5.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.49KNew |
$274K - $308K
|
4.49K
$384K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.47KNew |
$273K - $307K
|
4.47K
$383K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.47KNew |
$273K - $307K
|
4.47K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
4.47KNew |
$273K - $307K
|
4.47K
$382K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.44KNew |
$271K - $304K
|
4.44K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.43K+ 2.1% |
$270K - $303K
|
215K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.41K+ 37.6% |
$269K - $302K
|
16.1K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.36K+ 2.3% |
$266K - $299K
|
194K
$16.6M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.35K+ 114.05% |
$266K - $298K
|
8.16K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.35KNew |
$265K - $298K
|
4.35K
$372K
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4.35KNew |
$265K - $298K
|
4.35K
$372K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 10.87% |
$265K - $297K
|
44.2K
$3.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.24K+ 20.2% |
$259K - $290K
|
25.2K
$2.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.23KNew |
$259K - $290K
|
4.23K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.23K+ 13.13% |
$258K - $290K
|
36.4K
$3.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
4.21K+ 0.94% |
$257K - $289K
|
453K
$38.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.2KNew |
$256K - $288K
|
4.2K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.19K+ 7.1% |
$256K - $287K
|
63.2K
$5.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.16K+ 33.78% |
$254K - $285K
|
16.5K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.16KNew |
$254K - $285K
|
4.16K
$356K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.14KNew |
$253K - $284K
|
4.14K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.11K+ 55.44% |
$251K - $282K
|
11.5K
$986K
|