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 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.1K+ 13.13% |
$250K - $281K
|
35.3K
$2.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
4.07K+ 94.45% |
$249K - $279K
|
8.38K
$703K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
4KNew |
$244K - $274K
|
4K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.99K+ 2.56% |
$244K - $273K
|
160K
$13.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
3.95KNew |
$241K - $271K
|
3.95K
$331K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.91KNew |
$239K - $268K
|
3.91K
$328K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3.9KNew |
$238K - $268K
|
3.9K
$327K
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
3.9KNew |
$238K - $267K
|
3.9K
$327K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.89KNew |
$237K - $267K
|
3.89K
$326K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.87K+ 2.6% |
$237K - $266K
|
153K
$12.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.87KNew |
$236K - $265K
|
3.87K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
3.87KNew |
$236K - $265K
|
3.87K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.86K+ 2.27% |
$236K - $264K
|
173K
$14.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.85KNew |
$235K - $264K
|
3.85K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 93.43% |
$235K - $264K
|
7.98K
$669K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3.85K+ 105.45% |
$235K - $264K
|
7.5K
$629K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.83KNew |
$234K - $263K
|
3.83K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.82K+ 3.46% |
$233K - $262K
|
114K
$9.57M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.8K+ 9.51% |
$232K - $261K
|
43.7K
$3.67M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.79KNew |
$231K - $260K
|
3.79K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.74KNew |
$228K - $256K
|
3.74K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.7KNew |
$226K - $254K
|
3.7K
$311K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.68K+ 19.93% |
$225K - $253K
|
22.2K
$1.86M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.67KNew |
$224K - $252K
|
3.67K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$224K - $251K
|
3.66K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.63K+ 3.26% |
$222K - $249K
|
115K
$9.65M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$220K - $247K
|
3.61K
$303K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.61KNew |
$220K - $247K
|
3.61K
$302K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.58KNew |
$219K - $245K
|
3.58K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.56K+ 3.89% |
$218K - $244K
|
95.2K
$7.98M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 39.72% |
$217K - $244K
|
12.5K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.54K+ 6.69% |
$216K - $243K
|
56.4K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.53K+ 2.81% |
$216K - $242K
|
129K
$10.8M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.52KNew |
$215K - $242K
|
3.52K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$215K - $241K
|
3.51K
$295K
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.5KNew |
$214K - $240K
|
3.5K
$293K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.45K+ 1.0% |
$211K - $237K
|
348K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.42KNew |
$209K - $234K
|
3.42K
$286K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.39KNew |
$207K - $233K
|
3.39K
$285K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.38KNew |
$207K - $232K
|
3.38K
$284K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
3.37KNew |
$206K - $231K
|
3.37K
$283K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.36K+ 4.52% |
$205K - $230K
|
77.8K
$6.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.34KNew |
$204K - $229K
|
3.34K
$280K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.34KNew |
$204K - $229K
|
3.34K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.34K+ 3.53% |
$204K - $229K
|
97.8K
$8.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.32KNew |
$203K - $228K
|
3.32K
$279K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
3.31KNew |
$202K - $227K
|
3.31K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.29KNew |
$201K - $225K
|
3.29K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
3.27K+ 5.59% |
$200K - $224K
|
61.8K
$5.19M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 0.57% |
$200K - $224K
|
577K
$48.4M
|