Purchases and Sales Made in Q1 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
3.94K+ 2.67% |
$248K - $286K
|
152K
$13M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.94K+ 10.28% |
$247K - $285K
|
42.2K
$3.61M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.89KNew |
$244K - $282K
|
3.89K
$333K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.85K+ 18.8% |
$242K - $279K
|
24.3K
$2.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.84K+ 85.44% |
$241K - $279K
|
8.34K
$714K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.75K+ 6.46% |
$236K - $272K
|
61.7K
$5.28M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.71K+ 8.13% |
$233K - $269K
|
49.3K
$4.22M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.7K+ 28.27% |
$232K - $268K
|
16.8K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.69K+ 23.42% |
$232K - $267K
|
19.4K
$1.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.66K+ 17.89% |
$230K - $266K
|
24.1K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
3.66KNew |
$230K - $266K
|
3.66K
$313K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.57K+ 5.8% |
$225K - $259K
|
65.2K
$5.58M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.53KNew |
$222K - $256K
|
3.53K
$302K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.49KNew |
$219K - $253K
|
3.49K
$299K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.45K+ 12.38% |
$217K - $250K
|
31.3K
$2.68M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.42KNew |
$215K - $248K
|
3.42K
$293K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.42KNew |
$215K - $248K
|
3.42K
$292K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.41K+ 20.95% |
$214K - $247K
|
19.7K
$1.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.38KNew |
$213K - $245K
|
3.38K
$290K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.33K+ 43.99% |
$209K - $241K
|
10.9K
$931K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $239K
|
3.3K
$282K
|
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.3KNew |
$207K - $239K
|
3.3K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$207K - $239K
|
3.3K
$282K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.3K+ 28.59% |
$207K - $239K
|
14.8K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
3.29K+ 8.59% |
$207K - $238K
|
41.6K
$3.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.27KNew |
$206K - $237K
|
3.27K
$280K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3.27KNew |
$205K - $237K
|
3.27K
$279K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.26KNew |
$205K - $237K
|
3.26K
$279K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.26K+ 4.79% |
$205K - $236K
|
71.3K
$6.1M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.24KNew |
$203K - $235K
|
3.24K
$277K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
3.22KNew |
$202K - $233K
|
3.22K
$276K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.2K+ 24.49% |
$201K - $232K
|
16.3K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.19KNew |
$201K - $231K
|
3.19K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.15K+ 876.88% |
$198K - $228K
|
3.51K
$300K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.14KNew |
$198K - $228K
|
3.14K
$269K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.14KNew |
$198K - $228K
|
3.14K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.14KNew |
$197K - $228K
|
3.14K
$269K
|
|
|
May 13, 2022
Q1 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.13KNew |
$197K - $227K
|
3.13K
$268K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.13K+ 4.84% |
$196K - $227K
|
67.6K
$5.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
3.12KNew |
$196K - $226K
|
3.12K
$267K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.12K+ 5.03% |
$196K - $226K
|
65.2K
$5.58M
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.07KNew |
$193K - $223K
|
3.07K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.03K+ 6.7% |
$190K - $220K
|
48.3K
$4.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 44.74% |
$188K - $217K
|
9.68K
$828K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.96KNew |
$186K - $215K
|
2.96K
$254K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.96K+ 22.83% |
$186K - $215K
|
15.9K
$1.36M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
2.96KNew |
$186K - $214K
|
2.96K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.96K+ 3.68% |
$186K - $214K
|
83.4K
$7.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.94KNew |
$185K - $213K
|
2.94K
$252K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.93KNew |
$184K - $212K
|
2.93K
$251K
|