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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-156- 2.43% |
$13.2K - $14.4K
|
6.27K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.1% |
$255 - $278
|
2.98K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.6K+ 5.58% |
$136K - $148K
|
30.3K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.93K- 29.08% |
$418K - $456K
|
12K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-9.4K- 35.51% |
$798K - $870K
|
17.1K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-20.4K- 16.34% |
$1.74M - $1.89M
|
105K
$9.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
500K+ 71.36% |
$42.5M - $46.3M
|
1.2M
$110M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.27K- 1.48% |
$108K - $118K
|
84.5K
$7.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.14K- 5.5% |
$182K - $198K
|
36.8K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.27K+ 50.82% |
$108K - $118K
|
3.77K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
398+ 0.68% |
$33.8K - $36.8K
|
59K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-753- 2.18% |
$63.9K - $69.7K
|
33.7K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-260- 6.45% |
$22.1K - $24.1K
|
3.77K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-994- 6.56% |
$84.4K - $92K
|
14.2K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 1.61% |
$87.3K - $95.2K
|
63K
$5.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
268+ 3.3% |
$22.8K - $24.8K
|
8.38K
$770K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
659+ 5.58% |
$56K - $61K
|
12.5K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
274+ 1.77% |
$23.3K - $25.4K
|
15.8K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 8.05% |
$277K - $302K
|
43.9K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6+ 0.18% |
$509 - $555
|
3.3K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.29K- 1.53% |
$109K - $119K
|
83.1K
$7.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
60.8KNew |
$5.16M - $5.63M
|
60.8K
$5.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.68K- 4.36% |
$228K - $248K
|
58.8K
$5.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12.2K- 20.15% |
$1.04M - $1.13M
|
48.4K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.03K+ 2.6% |
$342K - $373K
|
159K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
781+ 3.11% |
$66.3K - $72.3K
|
25.9K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-203- 2.08% |
$17.2K - $18.8K
|
9.56K
$879K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.34K+ 44.21% |
$114K - $124K
|
4.38K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.03K+ 11.91% |
$172K - $188K
|
19.1K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.9K- 77.39% |
$161K - $176K
|
555
$51K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.78K - $1.94K
|
4.04K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.54K+ 19.52% |
$725K - $790K
|
52.3K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
699+ 8.32% |
$59.4K - $64.7K
|
9.1K
$837K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.9K+ 12.77% |
$5.85M - $6.38M
|
608K
$56M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-131- 3.87% |
$11.1K - $12.1K
|
3.26K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.5K- 20.91% |
$127K - $139K
|
5.68K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-189- 1.19% |
$16K - $17.5K
|
15.7K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.05K- 13.66% |
$344K - $374K
|
25.6K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
864+ 2.82% |
$73.4K - $80K
|
31.5K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.18K- 1.83% |
$185K - $202K
|
117K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 2.11% |
$16.6K - $18.1K
|
9.47K
$871K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.17K+ 2.77% |
$693K - $756K
|
303K
$27.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 17.1% |
$365K - $398K
|
29.5K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.39K+ 1.4% |
$118K - $128K
|
100K
$9.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.3K- 47.57% |
$195K - $213K
|
2.54K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
100+ 3.2% |
$8.49K - $9.26K
|
3.23K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-375- 2.18% |
$31.8K - $34.7K
|
16.9K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
130New |
$11K - $12K
|
130
$12K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-165- 0.67% |
$14K - $15.3K
|
24.5K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-223- 25.11% |
$18.9K - $20.6K
|
665
$61.2K
|