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 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
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.5K- 11.72% |
$121K - $139K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 1.94% |
$33.4K - $38.4K
|
21.7K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 13.32% |
$11.2K - $12.8K
|
898
$82.6K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
183K+ 2089.17% |
$14.9M - $17.1M
|
192K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
847+ 5.76% |
$68.6K - $78.7K
|
15.6K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
243+ 1.52% |
$19.7K - $22.6K
|
16.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.89K+ 3.15% |
$315K - $362K
|
127K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.09K- 12.9% |
$169K - $194K
|
14.1K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
33+ 0.32% |
$2.67K - $3.07K
|
10.2K
$937K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.75KNew |
$222K - $255K
|
2.75K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$213K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-91- 0.35% |
$7.37K - $8.46K
|
26.1K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 1.16% |
$91.8K - $105K
|
99.1K
$9.12M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
32+ 0.31% |
$2.59K - $2.97K
|
10.5K
$965K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3K+ 7.12% |
$3.1M - $3.56M
|
576K
$53M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-39.6K- 35.77% |
$3.2M - $3.68M
|
71K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
728+ 14.74% |
$58.9K - $67.7K
|
5.67K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.02K+ 1.96% |
$163K - $187K
|
105K
$9.65M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21K+ 32.57% |
$1.7M - $1.95M
|
85.3K
$7.84M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$405 - $465
|
2.88K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.31K- 1.81% |
$106K - $122K
|
71.1K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 2.05% |
$203K - $233K
|
119K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.12KNew |
$252K - $290K
|
3.12K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.04K+ 12.2% |
$165K - $190K
|
18.8K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
77+ 2.37% |
$6.23K - $7.16K
|
3.33K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.15% |
$1.46K - $1.67K
|
12.3K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16+ 0.38% |
$1.3K - $1.49K
|
4.17K
$384K
|