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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
429+ 4.78% |
$35K - $40.4K
|
9.4K
$788K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.3% |
$1.47K - $1.69K
|
6.1K
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.03% |
$978 - $1.13K
|
1.15K
$96.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.12K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 11.58% |
$34.3K - $39.6K
|
4.06K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-673- 11.17% |
$54.8K - $63.4K
|
5.35K
$449K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.36K+ 42.18% |
$274K - $317K
|
11.3K
$950K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-521- 5.88% |
$42.5K - $49.1K
|
8.33K
$698K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.49M- 98.94% |
$121M - $140M
|
15.9K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 0.9% |
$21.8K - $25.1K
|
29.9K
$2.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
11.6K+ 31.55% |
$946K - $1.09M
|
48.4K
$4.05M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-227- 1.94% |
$18.5K - $21.4K
|
11.5K
$962K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.38% |
$6.85K - $7.91K
|
3.61K
$302K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
196+ 0.92% |
$16K - $18.5K
|
21.5K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 4.22% |
$7.01K - $8.1K
|
2.12K
$178K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.29K- 5.06% |
$105K - $121K
|
24.2K
$2.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-377- 2.52% |
$30.7K - $35.5K
|
14.6K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 0.34% |
$4.97K - $5.74K
|
18.2K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-42- 0.73% |
$3.42K - $3.95K
|
5.73K
$480K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 13.32% |
$205K - $237K
|
16.4K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.39KNew |
$276K - $319K
|
3.39K
$284K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.82K+ 3.18% |
$148K - $171K
|
58.9K
$4.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.13K- 3.76% |
$663K - $765K
|
208K
$17.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.65KNew |
$216K - $249K
|
2.65K
$222K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.86% |
$571 - $659
|
824
$69K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
80+ 1.42% |
$6.52K - $7.53K
|
5.73K
$480K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 7.37% |
$14K - $16.2K
|
2.51K
$210K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-325- 2.66% |
$26.5K - $30.6K
|
11.9K
$995K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-943- 2.24% |
$76.9K - $88.8K
|
41.1K
$3.44M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
560+ 7.74% |
$45.6K - $52.7K
|
7.8K
$653K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.89K- 16.53% |
$562K - $649K
|
34.8K
$2.92M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
100+ 2.86% |
$8.15K - $9.42K
|
3.59K
$301K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-97- 0.42% |
$7.91K - $9.13K
|
22.8K
$1.91M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
944+ 3.27% |
$76.9K - $88.9K
|
29.8K
$2.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.2K- 1.45% |
$1.97M - $2.28M
|
1.65M
$138M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.82KNew |
$230K - $265K
|
2.82K
$236K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
329+ 35.26% |
$26.8K - $31K
|
1.26K
$106K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-132- 0.76% |
$10.8K - $12.4K
|
17.2K
$1.45M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.2K- 26.83% |
$92K - $108K
|
3.26K
$273K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
306New |
$23.6K - $27.7K
|
306
$25.6K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8M+ 37.09% |
$1.14B - $1.34B
|
54.7M
$4.59B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.32K+ 5.86% |
$333K - $391K
|
78K
$6.54M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-725- 1.41% |
$55.8K - $65.6K
|
50.7K
$4.25M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-69- 0.59% |
$5.31K - $6.25K
|
11.6K
$971K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 81.01% |
$215K - $253K
|
655
$54.9K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
144+ 0.65% |
$11.1K - $13K
|
22.3K
$1.87M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.57K+ 4.18% |
$121K - $142K
|
39.1K
$3.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$800K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-170K- 93.89% |
$13.1M - $15.4M
|
11.1K
$929K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-60- 0.97% |
$4.62K - $5.43K
|
6.15K
$516K
|
|