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
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
165+ 3.7% |
$13.4K - $15.3K
|
4.62K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
967K+ 36.08% |
$78.3M - $89.9M
|
3.65M
$335M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-5.66K- 38.06% |
$458K - $526K
|
9.21K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-484- 4.23% |
$39.2K - $45K
|
11K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 21.38% |
$169K - $194K
|
11.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-118- 0.11% |
$9.55K - $11K
|
111K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.17K- 5.57% |
$256K - $294K
|
53.7K
$4.94M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
24+ 0.78% |
$1.94K - $2.23K
|
3.11K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
457+ 12.02% |
$37K - $42.5K
|
4.26K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.36K+ 2.15% |
$110K - $127K
|
64.7K
$5.95M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
327+ 1.64% |
$26.5K - $30.4K
|
20.2K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-107- 1.5% |
$8.66K - $9.95K
|
7.03K
$646K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-346- 7.92% |
$28K - $32.2K
|
4.02K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
25+ 0.56% |
$2.02K - $2.32K
|
4.46K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
$794K - $912K
|
9.81K
$902K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
740+ 11.52% |
$59.9K - $68.8K
|
7.16K
$659K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.38K+ 4.94% |
$112K - $128K
|
29.3K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-124- 0.3% |
$10K - $11.5K
|
41.1K
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-16.6K- 15.19% |
$1.34M - $1.54M
|
92.6K
$8.51M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.72K+ 10.72% |
$544K - $625K
|
69.5K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-243- 0.34% |
$19.7K - $22.6K
|
70.2K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
132+ 0.95% |
$10.7K - $12.3K
|
14.1K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-73- 1.73% |
$5.91K - $6.79K
|
4.15K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
746+ 444.05% |
$60.4K - $69.3K
|
914
$84.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
4.75K+ 108.7% |
$385K - $442K
|
9.12K
$839K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-59- 0.16% |
$4.78K - $5.48K
|
37.3K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
798+ 30.05% |
$64.6K - $74.2K
|
3.45K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-168- 16.26% |
$13.6K - $15.6K
|
865
$79.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 176.12% |
$1.14M - $1.31M
|
22.1K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.9K+ 172.83% |
$4.28M - $4.92M
|
83.5K
$7.68M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-385- 0.44% |
$31.2K - $35.8K
|
86.4K
$7.95M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
350+ 70.42% |
$28.3K - $32.5K
|
847
$77.9K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.22K- 15.76% |
$503K - $578K
|
33.2K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
10.1KNew |
$819K - $940K
|
10.1K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
150+ 1.82% |
$12.1K - $13.9K
|
8.38K
$771K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-320- 1.83% |
$25.9K - $29.7K
|
17.2K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 9.96% |
$113K - $130K
|
12.6K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
159+ 2.72% |
$12.9K - $14.8K
|
6.01K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.4K- 12.51% |
$1.33M - $1.53M
|
115K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
21.5K+ 33.65% |
$1.74M - $2M
|
85.4K
$7.85M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.67K+ 4.54% |
$297K - $341K
|
84.6K
$7.78M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.44% |
$81 - $93
|
228
$21K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
975+ 11.46% |
$78.9K - $90.6K
|
9.48K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-224- 2.83% |
$18.1K - $20.8K
|
7.68K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
61.2K+ 821.4% |
$4.95M - $5.69M
|
68.6K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-214- 5.06% |
$17.3K - $19.9K
|
4.02K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2+ 0.04% |
$162 - $186
|
4.62K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.06% |
$486 - $558
|
10.7K
$983K
|