Latest Institutional Transactions on Southern CO (SO)
This table provides information on the latest institutional transactions involving Southern CO (SO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21.7K- 90.16% |
$1.97M - $2.08M
|
2.37K
$214K
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.54K+ 40.92% |
$412K - $435K
|
15.6K
$1.41M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.16K- 1.18% |
$106K - $112K
|
97.2K
$8.8M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.23K+ 1.17% |
$112K - $118K
|
107K
$9.69M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.94K- 46.43% |
$176K - $186K
|
2.24K
$203K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.93% |
$136K - $144K
|
49.7K
$4.5M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-110- 0.75% |
$9.99K - $10.6K
|
14.6K
$1.32M
|
|
|
Dec 15, 2025
Q3 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-200- 5.09% |
$18.2K - $19.2K
|
3.73K
$338K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-42.6K- 49.71% |
$3.87M - $4.09M
|
43.1K
$3.91M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 1.06% |
$454 - $480
|
465
$42.1K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-2.2K- 21.27% |
$199K - $211K
|
8.12K
$736K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
12+ 0.5% |
$1.09K - $1.15K
|
2.43K
$220K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
2.38KNew |
$216K - $229K
|
2.38K
$216K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 15.56% |
$172K - $182K
|
10.3K
$934K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
4.26K+ 2.38% |
$387K - $409K
|
183K
$16.6M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-335- 5.22% |
$30.4K - $32.2K
|
6.08K
$551K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-210- 2.27% |
$19.1K - $20.2K
|
9.02K
$817K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
153New |
$13.9K - $14.7K
|
153
$13.9K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 3.42% |
$27.2K - $28.8K
|
8.48K
$768K
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-38- 1.45% |
$3.45K - $3.65K
|
2.59K
$234K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
52+ 4.61% |
$4.72K - $4.99K
|
1.18K
$107K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.61% |
$90.8 - $96
|
63
$5.71K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.38% |
$454 - $480
|
1.33K
$121K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-91- 3.19% |
$8.27K - $8.74K
|
2.76K
$250K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.99K+ 17.15% |
$180K - $191K
|
13.6K
$1.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 7.69% |
$2.09K - $2.21K
|
276
$25K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-146K- 48.33% |
$13.3M - $14M
|
156K
$14.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
627+ 2.45% |
$57K - $60.2K
|
26.2K
$2.37M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-637- 0.45% |
$57.9K - $61.2K
|
141K
$12.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 0.33% |
$1.27K - $1.34K
|
4.18K
$379K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.75K- 37.68% |
$613K - $648K
|
11.2K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
192+ 0.66% |
$17.4K - $18.4K
|
29.5K
$2.67M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.81K+ 7.04% |
$165K - $174K
|
27.6K
$2.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.76KNew |
$160K - $169K
|
1.76K
$160K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-35.4K- 15.27% |
$3.22M - $3.4M
|
197K
$17.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-100- 4.08% |
$9.08K - $9.6K
|
2.35K
$213K
|
|
|
Nov 19, 2025
Q3 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
267+ 5.76% |
$24.3K - $25.6K
|
4.9K
$444K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.37K+ 1.81% |
$124K - $131K
|
76.9K
$6.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 4.41% |
$1.19M - $1.26M
|
284K
$25.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.46% |
$3.27K - $3.46K
|
7.78K
$705K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 36.67% |
$187K - $198K
|
3.56K
$323K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
33.6K+ 0.84% |
$3.05M - $3.22M
|
4.01M
$363M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.32KNew |
$211K - $223K
|
2.32K
$210K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-46- 0.95% |
$4.18K - $4.42K
|
4.8K
$435K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.72% |
$545 - $576
|
844
$76.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
582+ 0.47% |
$52.9K - $55.9K
|
124K
$11.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3+ 0.03% |
$272 - $288
|
11K
$994K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
208+ 1.09% |
$18.9K - $20K
|
19.3K
$1.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
74.5KNew |
$6.77M - $7.15M
|
74.5K
$6.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.7K+ 1.81% |
$972K - $1.03M
|
603K
$54.6M
|
|