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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
140K+ 34.69% |
$11.4M - $13.2M
|
545K
$48.2M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$104K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.03K+ 83.74% |
$247K - $285K
|
6.65K
$588K
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 1.84% |
$9.62K - $11.1K
|
6.54K
$578K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
43.6K+ 14.38% |
$3.56M - $4.11M
|
347K
$30.7M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
53+ 0.07% |
$4.32K - $4.99K
|
73.9K
$6.53M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 3.51% |
$2.53K - $2.92K
|
913
$80.7K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.65K- 55.1% |
$135K - $156K
|
1.35K
$119K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
340+ 10.28% |
$27.7K - $32K
|
3.65K
$322K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.29% |
$1.14K - $1.32K
|
4.73K
$418K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
110+ 5.51% |
$8.97K - $10.4K
|
2.11K
$186K
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
288+ 8.87% |
$23.5K - $27.1K
|
3.53K
$312K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-41- 0.09% |
$3.34K - $3.86K
|
43.9K
$3.88M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
529+ 2.69% |
$43.1K - $49.8K
|
20.2K
$1.79M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
586+ 10.27% |
$47.8K - $55.2K
|
6.29K
$556K
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.42% |
$40.8K - $47.1K
|
34.6K
$3.06M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.84% |
$1.06K - $1.22K
|
1.56K
$138K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.3KNew |
$1.57M - $1.81M
|
19.3K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-232- 2.22% |
$18.9K - $21.8K
|
10.2K
$905K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 2.47% |
$11.4K - $13.2K
|
5.81K
$514K
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-187- 0.29% |
$15.2K - $17.6K
|
63.4K
$5.6M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-123- 3.58% |
$10K - $11.6K
|
3.31K
$293K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-125- 1.2% |
$10.2K - $11.8K
|
10.3K
$908K
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
132+ 3.07% |
$10.8K - $12.4K
|
4.43K
$392K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-922- 1.8% |
$75.1K - $86.8K
|
50.2K
$4.44M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.84K+ 4.08% |
$476K - $549K
|
149K
$13.1M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.2K- 0.96% |
$2.06M - $2.38M
|
2.59M
$229M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$17K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$752K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.63KNew |
$214K - $248K
|
2.63K
$233K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
118KNew |
$9.6M - $11.1M
|
118K
$10.4M
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$347K
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-727- 14.72% |
$59.3K - $68.4K
|
4.21K
$372K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.71KNew |
$629K - $726K
|
7.71K
$682K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-24- 0.57% |
$1.96K - $2.26K
|
4.2K
$371K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 14.45% |
$7.99K - $9.23K
|
580
$51.3K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
299+ 8.72% |
$24.4K - $28.2K
|
3.73K
$329K
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-907K- 99.84% |
$73.9M - $85.4M
|
1.45K
$128K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
128+ 3.29% |
$10.4K - $12.1K
|
4.02K
$355K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-279- 3.78% |
$22.7K - $26.3K
|
7.09K
$627K
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.95K- 43.45% |
$322K - $372K
|
5.14K
$454K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.13K+ 45.98% |
$91.9K - $106K
|
3.58K
$316K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 3.31% |
$89.8K - $104K
|
34.4K
$3.04M
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$85.6K - $98.9K
|
85.4K
$7.55M
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-214- 2.89% |
$17.4K - $20.1K
|
7.2K
$636K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 0.55% |
$12.7K - $14.7K
|
28.4K
$2.51M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.2K+ 28.64% |
$1.32M - $1.53M
|
72.9K
$6.44M
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.63K+ 42.65% |
$377K - $435K
|
15.5K
$1.37M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
6+ 0.22% |
$489 - $565
|
2.7K
$239K
|