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 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.9K+ 4.94% |
$177K - $199K
|
61.6K
$5.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.85K+ 5.31% |
$174K - $196K
|
56.5K
$4.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 2.85% |
$173K - $194K
|
102K
$8.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.83K+ 20.49% |
$173K - $194K
|
16.6K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.83K+ 465.57% |
$173K - $194K
|
3.43K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.81K+ 41.55% |
$172K - $193K
|
9.59K
$820K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
2.74KNew |
$167K - $188K
|
2.74K
$234K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.71K+ 4.95% |
$166K - $186K
|
57.5K
$4.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.7KNew |
$165K - $185K
|
2.7K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 23.72% |
$161K - $181K
|
13.8K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.61K+ 0.92% |
$159K - $179K
|
286K
$24.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2.56K+ 34.73% |
$156K - $175K
|
9.92K
$848K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.48KNew |
$152K - $170K
|
2.48K
$212K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.47K+ 2.79% |
$151K - $170K
|
91.2K
$7.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.47K+ 7.95% |
$151K - $169K
|
33.5K
$2.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.44K+ 3.03% |
$149K - $168K
|
83.2K
$7.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.44K+ 1.81% |
$149K - $168K
|
138K
$11.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
2.41K+ 1.28% |
$147K - $166K
|
191K
$16.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.41K+ 0.85% |
$147K - $165K
|
285K
$24.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.41K+ 24.75% |
$147K - $165K
|
12.1K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
2.4K+ 16.27% |
$147K - $165K
|
17.2K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.35K+ 219.51% |
$144K - $161K
|
3.42K
$293K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.34KNew |
$143K - $160K
|
2.34K
$200K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.32K+ 13.0% |
$142K - $159K
|
20.1K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.29K+ 26.08% |
$140K - $157K
|
11.1K
$945K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.29K+ 26.08% |
$140K - $157K
|
11.1K
$945K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.24K+ 15.96% |
$137K - $154K
|
16.3K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 0.62% |
$136K - $153K
|
364K
$31.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.21K+ 0.53% |
$135K - $152K
|
418K
$35.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 32.78% |
$135K - $151K
|
8.93K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.19K+ 17.67% |
$134K - $150K
|
14.6K
$1.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
2.18K+ 2.85% |
$133K - $150K
|
78.8K
$6.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.16KNew |
$132K - $148K
|
2.16K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15K+ 4.16% |
$131K - $148K
|
53.9K
$4.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.12K+ 11.94% |
$129K - $145K
|
19.9K
$1.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.1K+ 183.25% |
$128K - $144K
|
3.25K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.08K+ 2.62% |
$127K - $143K
|
81.3K
$6.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.05K+ 2.45% |
$125K - $141K
|
85.8K
$7.34M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.05K+ 2.28% |
$125K - $140K
|
91.8K
$7.85M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
2.04K+ 5.9% |
$124K - $140K
|
36.5K
$3.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
2.03K+ 5.79% |
$124K - $139K
|
37K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 17.36% |
$123K - $138K
|
13.6K
$1.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2K+ 9.82% |
$122K - $137K
|
22.3K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 257.16% |
$121K - $135K
|
2.74K
$235K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.94K+ 756.03% |
$119K - $133K
|
2.2K
$188K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.92K+ 21.06% |
$117K - $131K
|
11K
$941K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 21.06% |
$117K - $131K
|
11K
$941K
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.91K+ 0.57% |
$117K - $131K
|
339K
$29M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.9KNew |
$116K - $130K
|
1.9K
$162K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 15.21% |
$114K - $128K
|
14.2K
$1.21M
|