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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-98- 3.37% |
$7.93K - $9.11K
|
2.81K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.7K+ 64.6% |
$2.08M - $2.39M
|
65.5K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
25KNew |
$2.02M - $2.32M
|
25K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
360New |
$29.1K - $33.5K
|
360
$33.1K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.58K+ 29.54% |
$209K - $240K
|
11.3K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.7K- 2.81% |
$138K - $158K
|
58.8K
$5.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.43K+ 12.02% |
$197K - $226K
|
22.7K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 12.87% |
$87.8M - $101M
|
7.34M
$675M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-14- 0.73% |
$1.13K - $1.3K
|
1.92K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-129- 1.46% |
$10.4K - $12K
|
8.69K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.42M+ 1.38% |
$115M - $132M
|
104M
$9.58B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 2.74% |
$2.02K - $2.32K
|
938
$86.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.46KNew |
$199K - $229K
|
2.46K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
60New |
$4.86K - $5.58K
|
60
$5.52K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.21K+ 35.13% |
$583K - $670K
|
27.7K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.5K- 33.13% |
$2.15M - $2.46M
|
53.5K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
566New |
$45.8K - $52.6K
|
566
$52K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
20.4KNew |
$1.65M - $1.9M
|
20.4K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-17- 0.21% |
$1.38K - $1.58K
|
8K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.72K- 52.68% |
$463K - $532K
|
5.14K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
81.1K+ 1.23% |
$6.56M - $7.54M
|
6.68M
$614M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-614- 4.8% |
$49.7K - $57.1K
|
12.2K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
308+ 3.27% |
$24.9K - $28.6K
|
9.72K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.18KNew |
$177K - $203K
|
2.18K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-197- 6.02% |
$15.9K - $18.3K
|
3.08K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-398- 3.66% |
$32.2K - $37K
|
10.5K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.49K- 12.76% |
$607K - $696K
|
51.2K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
245+ 9.17% |
$19.8K - $22.8K
|
2.92K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 22.36% |
$107K - $123K
|
7.21K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
862+ 0.87% |
$69.8K - $80.1K
|
100K
$9.22M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-538- 10.82% |
$43.6K - $50K
|
4.43K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
121K+ 4.13% |
$9.78M - $11.2M
|
3.05M
$280M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.3KNew |
$832K - $955K
|
10.3K
$945K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.25KNew |
$263K - $302K
|
3.25K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.35K- 5.11% |
$595K - $683K
|
137K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
2+ 0.04% |
$162 - $186
|
4.48K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.03K- 2.27% |
$407K - $467K
|
216K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-246- 0.73% |
$19.9K - $22.9K
|
33.3K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
650+ 9.19% |
$52.6K - $60.4K
|
7.72K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.05K+ 295.54% |
$247K - $283K
|
4.08K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
113+ 4.5% |
$9.15K - $10.5K
|
2.63K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.07K+ 7.4% |
$653K - $750K
|
117K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
95+ 1.32% |
$7.69K - $8.83K
|
7.29K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.1K- 53.89% |
$2.92M - $3.35M
|
30.9K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
118+ 3.37% |
$9.55K - $11K
|
3.62K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-149- 0.39% |
$12.1K - $13.9K
|
38K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-114- 0.83% |
$9.23K - $10.6K
|
13.5K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.18K+ 0.96% |
$177K - $203K
|
231K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
844+ 1.81% |
$68.3K - $78.5K
|
47.6K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-25- 0.25% |
$2.02K - $2.32K
|
9.83K
$904K
|