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 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.88% |
$81 - $93
|
115
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-125- 2.08% |
$10.1K - $11.6K
|
5.88K
$540K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.01K+ 3.45% |
$82K - $94.2K
|
30.4K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
504+ 5.62% |
$40.8K - $46.9K
|
9.47K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
931+ 7.43% |
$75.4K - $86.5K
|
13.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
98.9K+ 13.53% |
$8M - $9.19M
|
829K
$76.3M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-160- 5.29% |
$13K - $14.9K
|
2.87K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-312- 3.84% |
$25.3K - $29K
|
7.81K
$718K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.18% |
$1.46K - $1.67K
|
10.1K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-285- 87.69% |
$23.1K - $26.5K
|
40
$3.68K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.99K+ 73.01% |
$323K - $371K
|
9.45K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.14K+ 3.76% |
$92.2K - $106K
|
31.4K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
68+ 0.33% |
$5.51K - $6.32K
|
21K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 14.0% |
$115K - $132K
|
8.74K
$804K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
247+ 7.54% |
$20K - $23K
|
3.53K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.27KNew |
$265K - $304K
|
3.27K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-536- 99.81% |
$43.4K - $49.8K
|
1
$92
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 1.29% |
$111K - $127K
|
107K
$9.85M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9- 0.38% |
$729 - $837
|
2.39K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.71K+ 13.7% |
$219K - $252K
|
22.5K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$81 - $93
|
422
$38.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31+ 1.09% |
$2.51K - $2.88K
|
2.87K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-31.6K- 3.44% |
$2.56M - $2.94M
|
886K
$81.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-200- 3.74% |
$16.2K - $18.6K
|
5.15K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
120+ 5.27% |
$9.72K - $11.2K
|
2.4K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.36K+ 27.43% |
$677K - $777K
|
38.8K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.03K- 3.44% |
$83K - $95.3K
|
28.8K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.48K+ 3.51% |
$120K - $137K
|
43.7K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
53.5K+ 8.66% |
$4.33M - $4.97M
|
671K
$61.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
226K+ 594.12% |
$18.3M - $21M
|
264K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
335+ 0.6% |
$27.1K - $31.1K
|
56K
$5.15M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.74% |
$1.21K - $1.39K
|
2.03K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.56K- 50.71% |
$612K - $703K
|
7.35K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37- 1.96% |
$3K - $3.44K
|
1.85K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.26% |
$1.21K - $1.39K
|
5.75K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.51% |
$1.3K - $1.49K
|
3.14K
$289K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$186K - $214K
|
2.3K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 1.47% |
$4.21K - $4.83K
|
3.6K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
125+ 1.29% |
$10.1K - $11.6K
|
9.78K
$899K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
201+ 3.46% |
$16.3K - $18.7K
|
6.01K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-231- 6.79% |
$18.7K - $21.5K
|
3.17K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.15KNew |
$741K - $851K
|
9.15K
$841K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-401- 3.91% |
$32.5K - $37.3K
|
9.85K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 0.4% |
$243 - $279
|
739
$68K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.09KNew |
$331K - $380K
|
4.09K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-435- 2.76% |
$35.2K - $40.4K
|
15.3K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.15K- 8.66% |
$336K - $386K
|
43.8K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$466K - $535K
|
5.75K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
541+ 7.88% |
$43.8K - $50.3K
|
7.4K
$681K
|