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 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.25K+ 20.03% |
$199K - $223K
|
19.5K
$1.63M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.24K+ 10.59% |
$198K - $222K
|
33.8K
$2.83M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.23KNew |
$198K - $222K
|
3.23K
$271K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.23K+ 161.69% |
$197K - $221K
|
5.23K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.21KNew |
$196K - $220K
|
3.21K
$269K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
3.21KNew |
$196K - $220K
|
3.21K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
3.19KNew |
$195K - $219K
|
3.19K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.16KNew |
$193K - $217K
|
3.16K
$265K
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$193K - $217K
|
3.16K
$265K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.15K+ 8.69% |
$193K - $216K
|
39.5K
$3.31M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.15K+ 94.71% |
$193K - $216K
|
6.48K
$543K
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
3.15KNew |
$192K - $216K
|
3.15K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.15KNew |
$192K - $216K
|
3.15K
$264K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$263K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.13KNew |
$191K - $214K
|
3.13K
$262K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.12KNew |
$191K - $214K
|
3.12K
$262K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.11K+ 3.23% |
$190K - $213K
|
99.4K
$8.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.11KNew |
$190K - $213K
|
3.11K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.1KNew |
$189K - $213K
|
3.1K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$189K - $213K
|
3.1K
$260K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.09KNew |
$189K - $212K
|
3.09K
$259K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$188K - $211K
|
3.07K
$258K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.07KNew |
$188K - $211K
|
3.07K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.07KNew |
$188K - $210K
|
3.07K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.06KNew |
$187K - $210K
|
3.06K
$257K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
3.04KNew |
$186K - $208K
|
3.04K
$255K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
3.03KNew |
$185K - $208K
|
3.03K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.03KNew |
$185K - $208K
|
3.03K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.03KNew |
$185K - $208K
|
3.03K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.03KNew |
$185K - $207K
|
3.03K
$254K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.01KNew |
$184K - $207K
|
3.01K
$253K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
3.01KNew |
$184K - $207K
|
3.01K
$253K
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Management Advisors, LLC
|
BUY
|
- |
3KNew |
$183K - $206K
|
3K
$252K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
3K+ 21.03% |
$183K - $206K
|
17.3K
$1.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3KNew |
$183K - $206K
|
3K
$252K
|
|
|
Feb 11, 2022
Q4 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$183K - $206K
|
3K
$252K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.99KNew |
$182K - $205K
|
2.99K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.98K+ 0.67% |
$182K - $204K
|
450K
$37.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.97KNew |
$181K - $203K
|
2.97K
$249K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 4.0% |
$181K - $203K
|
77K
$6.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.96KNew |
$181K - $203K
|
2.96K
$248K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$180K - $203K
|
2.95K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.94KNew |
$180K - $202K
|
2.94K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$179K - $201K
|
2.94K
$246K
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.93KNew |
$179K - $201K
|
2.93K
$246K
|
|
|
Jan 11, 2022
Q4 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
2.93KNew |
$179K - $201K
|
2.93K
$246K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.93KNew |
$179K - $201K
|
2.93K
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.92KNew |
$179K - $201K
|
2.92K
$245K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.91K+ 1.29% |
$178K - $199K
|
229K
$19.2M
|