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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44K+ 15.68% |
$362K - $418K
|
32.8K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-402- 1.73% |
$32.8K - $37.8K
|
22.9K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 27.22% |
$174K - $201K
|
5.71K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-450- 3.11% |
$36.7K - $42.4K
|
14K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26- 1.01% |
$2.12K - $2.45K
|
2.54K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.16% |
$408 - $471
|
3.08K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
62+ 0.62% |
$5.05K - $5.84K
|
10.1K
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.09KNew |
$415K - $479K
|
5.09K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-41- 0.7% |
$3.34K - $3.86K
|
5.82K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.14K+ 117.03% |
$174K - $201K
|
3.96K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 18.91% |
$415K - $479K
|
32K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.82% |
$1.71K - $1.98K
|
2.58K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
590+ 12.94% |
$48.1K - $55.5K
|
5.15K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-58- 1.2% |
$4.73K - $5.46K
|
4.76K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
484+ 5.15% |
$39.4K - $45.6K
|
9.88K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.48K- 18.95% |
$283K - $327K
|
14.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
47+ 0.1% |
$3.83K - $4.43K
|
46.5K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
505+ 5.69% |
$41.2K - $47.5K
|
9.38K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-355- 2.62% |
$28.9K - $33.4K
|
13.2K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$6.76K - $7.81K
|
4.8K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
523+ 6.6% |
$42.6K - $49.2K
|
8.45K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3K+ 102.92% |
$244K - $282K
|
5.91K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 1.69% |
$1.55K - $1.79K
|
1.1K
$92.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 0.19% |
$58.3K - $67.3K
|
367K
$30.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $282
|
23.5K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.96% |
$12.2K - $14.1K
|
3.64K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.28K- 6.63% |
$186K - $214K
|
32K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 0.65% |
$4.08K - $4.71K
|
7.72K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 2.32% |
$12.9K - $14.9K
|
6.96K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
162+ 5.13% |
$13.2K - $15.3K
|
3.32K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
495+ 0.72% |
$40.3K - $46.6K
|
69.4K
$5.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.2
|
8.31K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
977+ 38.66% |
$79.6K - $92K
|
3.5K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-111- 1.69% |
$9.05K - $10.5K
|
6.45K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-335- 1.16% |
$27.3K - $31.5K
|
28.6K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- -0.0% |
$245 - $282
|
61.5K
$5.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.75K+ 10.39% |
$142K - $165K
|
18.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-24- 0.25% |
$1.96K - $2.26K
|
9.64K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 12.92% |
$118K - $137K
|
9.77K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.96KNew |
$241K - $278K
|
2.96K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 1.7% |
$90.5K - $105K
|
64.3K
$5.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.54K- 3.05% |
$126K - $145K
|
49K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.01K- 3.45% |
$245K - $283K
|
84K
$7.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-599- 14.7% |
$48.8K - $56.4K
|
3.48K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.22K+ 3.4% |
$181K - $209K
|
67.7K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8+ 0.07% |
$652 - $753
|
11.1K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
757+ 0.93% |
$61.7K - $71.3K
|
81.7K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 5.0% |
$7.09K - $8.19K
|
1.83K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 3.62% |
$7.58K - $8.76K
|
2.67K
$224K
|