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 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-19- 0.32% |
$1.61K - $1.76K
|
5.98K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.84% |
$594 - $648
|
838
$77.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.37K+ 14.83% |
$117K - $127K
|
10.6K
$978K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.18% |
$764 - $833
|
5.03K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-1.95K- 2.37% |
$166K - $180K
|
80.4K
$7.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
16.8K+ 6.95% |
$1.43M - $1.55M
|
258K
$23.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$773K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.1K+ 6.8% |
$1.45M - $1.58M
|
269K
$24.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-170- 3.33% |
$14.4K - $15.7K
|
4.94K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-786- 9.63% |
$66.7K - $72.8K
|
7.37K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
508+ 1953.85% |
$43.1K - $47K
|
534
$49.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-464- 9.59% |
$39.4K - $42.9K
|
4.38K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
1+ 0.0% |
$84.9 - $92.6
|
63.7K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 4.79% |
$17K - $18.5K
|
3.98K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
60+ 1.42% |
$5.09K - $5.55K
|
4.29K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.64K+ 49.77% |
$139K - $152K
|
4.93K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.04K- 2.18% |
$88.6K - $96.5K
|
46.8K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-224- 7.42% |
$19K - $20.7K
|
2.79K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
527+ 1.99% |
$44.7K - $48.8K
|
27K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-77- 2.35% |
$6.54K - $7.13K
|
3.2K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-390- 21.21% |
$33.1K - $36.1K
|
1.45K
$133K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 6.97% |
$186K - $203K
|
29.3K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-247- 8.5% |
$21K - $22.9K
|
2.66K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$340 - $370
|
7.24K
$666K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-780- 1.31% |
$66.2K - $72.2K
|
58.6K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
386+ 13.85% |
$32.8K - $35.7K
|
3.17K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 5.25% |
$27.3K - $29.8K
|
6.46K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-118- 1.87% |
$10K - $10.9K
|
6.2K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.35K+ 2.61% |
$200K - $218K
|
92.4K
$8.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
8.96K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-203- 6.51% |
$17.2K - $18.8K
|
2.92K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-36- 3.13% |
$3.06K - $3.33K
|
1.12K
$103K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-953- 9.68% |
$80.9K - $88.2K
|
8.9K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
44+ 1.41% |
$3.74K - $4.07K
|
3.16K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 10.1% |
$157K - $171K
|
20.2K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.2K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
376+ 6.33% |
$31.9K - $34.8K
|
6.32K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-976- 10.37% |
$82.9K - $90.3K
|
8.44K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.41% |
$7.3K - $7.96K
|
6.2K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.55% |
$1.44K - $1.57K
|
3.11K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-370- 13.13% |
$31.4K - $34.2K
|
2.45K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-52- 1.96% |
$4.42K - $4.81K
|
2.6K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$170 - $185
|
4.43K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.11K+ 106.03% |
$349K - $381K
|
7.99K
$735K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
522+ 3.28% |
$44.3K - $48.3K
|
16.4K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-388- 9.33% |
$32.9K - $35.9K
|
3.77K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 0.6% |
$12.2K - $13.3K
|
23.8K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
60+ 2.2% |
$5.09K - $5.55K
|
2.79K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.1K+ 2.72% |
$93.3K - $102K
|
41.5K
$3.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 2.07% |
$36.7K - $40K
|
21.3K
$1.96M
|