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
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 5.48% |
$12.2K - $13.7K
|
3.45K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-200Closed |
$12.2K - $13.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-200- 0.3% |
$12.2K - $13.7K
|
67.5K
$5.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-210- 3.35% |
$12.8K - $14.4K
|
6.07K
$519K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-210Closed |
$12.8K - $14.4K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-212- 1.25% |
$13K - $14.5K
|
16.8K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-213- 3.27% |
$13K - $14.6K
|
6.29K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-213- 6.51% |
$13K - $14.6K
|
3.06K
$262K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-214- 1.73% |
$13.1K - $14.7K
|
12.2K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-220- 3.84% |
$13.4K - $15.1K
|
5.51K
$471K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-230- 10.31% |
$14.1K - $15.8K
|
2K
$171K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-233- 0.47% |
$14.2K - $16K
|
49.1K
$4.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-235- 2.55% |
$14.4K - $16.1K
|
8.97K
$768K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-237- 2.01% |
$14.5K - $16.3K
|
11.6K
$990K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-240Closed |
$14.7K - $16.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-247- 0.21% |
$15.1K - $16.9K
|
120K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-250Closed |
$15.3K - $17.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-256- 6.35% |
$15.6K - $17.6K
|
3.77K
$323K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-260Closed |
$15.9K - $17.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-266Closed |
$16.3K - $18.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-272Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-276Closed |
$16.9K - $18.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-276- 1.62% |
$16.9K - $18.9K
|
16.7K
$1.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-279- 5.63% |
$17K - $19.1K
|
4.68K
$400K
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-287- 0.62% |
$17.5K - $19.7K
|
46K
$3.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-293- 0.42% |
$17.9K - $20.1K
|
70K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-296- 2.5% |
$18.1K - $20.3K
|
11.5K
$987K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-299- 4.34% |
$18.3K - $20.5K
|
6.59K
$564K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-300- 8.7% |
$18.3K - $20.6K
|
3.15K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Salem Capital Management Inc
|
SELL
|
- |
-300- 8.45% |
$18.3K - $20.6K
|
3.25K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 2.27% |
$18.3K - $20.6K
|
12.9K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-309- 1.47% |
$18.9K - $21.2K
|
20.7K
$1.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-311- 2.09% |
$19K - $21.3K
|
14.6K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-314- 3.64% |
$19.2K - $21.5K
|
8.31K
$711K
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-325- 0.97% |
$19.9K - $22.3K
|
33.1K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-330- 6.1% |
$20.2K - $22.6K
|
5.08K
$435K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-341- 3.29% |
$20.8K - $23.4K
|
10K
$857K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-344- 1.56% |
$21K - $23.6K
|
21.8K
$1.86M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-346- 0.39% |
$21.1K - $23.7K
|
88.3K
$7.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-346- 2.26% |
$21.1K - $23.7K
|
15K
$1.28M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-350- 0.39% |
$21.4K - $24K
|
88.8K
$7.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-360- 50.0% |
$22K - $24.7K
|
360
$30.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-364- 5.02% |
$22.2K - $25K
|
6.89K
$590K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-365- 2.54% |
$22.3K - $25K
|
14K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-366- 4.02% |
$22.4K - $25.1K
|
8.75K
$748K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-375- 1.11% |
$22.9K - $25.7K
|
33.5K
$2.87M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-390- 5.0% |
$23.8K - $26.7K
|
7.41K
$634K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-397- 2.65% |
$24.3K - $27.2K
|
14.6K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-398- 1.09% |
$24.3K - $27.3K
|
36.1K
$3.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-400- 9.15% |
$24.4K - $27.4K
|
3.97K
$340K
|