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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.84K+ 4.08% |
$476K - $549K
|
149K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.2K- 0.96% |
$2.06M - $2.38M
|
2.59M
$233M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.63KNew |
$214K - $248K
|
2.63K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
118KNew |
$9.6M - $11.1M
|
118K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-727- 14.72% |
$59.3K - $68.4K
|
4.21K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.71KNew |
$629K - $726K
|
7.71K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-24- 0.57% |
$1.96K - $2.26K
|
4.2K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 14.45% |
$7.99K - $9.23K
|
580
$52K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
299+ 8.72% |
$24.4K - $28.2K
|
3.73K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-907K- 99.84% |
$73.9M - $85.4M
|
1.45K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
128+ 3.29% |
$10.4K - $12.1K
|
4.02K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-279- 3.78% |
$22.7K - $26.3K
|
7.09K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.95K- 43.45% |
$322K - $372K
|
5.14K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.13K+ 45.98% |
$91.9K - $106K
|
3.58K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 3.31% |
$89.8K - $104K
|
34.4K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$85.6K - $98.9K
|
85.4K
$7.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-214- 2.89% |
$17.4K - $20.1K
|
7.2K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 0.55% |
$12.7K - $14.7K
|
28.4K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.2K+ 28.64% |
$1.32M - $1.53M
|
72.9K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.63K+ 42.65% |
$377K - $435K
|
15.5K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
6+ 0.22% |
$489 - $565
|
2.7K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
45.8KNew |
$3.73M - $4.31M
|
45.8K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
846+ 4.63% |
$68.9K - $79.7K
|
19.1K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.12K+ 17.92% |
$91.6K - $106K
|
7.4K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.74% |
$1.47K - $1.69K
|
2.45K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.04% |
$408 - $471
|
14.1K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.51K- 24.88% |
$531K - $613K
|
19.7K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-200- 17.39% |
$16.3K - $18.8K
|
950
$85.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-469- 1.25% |
$38.2K - $44.2K
|
36.9K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.89K+ 25.58% |
$480K - $555K
|
28.9K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-314- 7.07% |
$25.6K - $29.6K
|
4.13K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
29.1K+ 388.69% |
$2.37M - $2.74M
|
36.5K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.75K+ 15.33% |
$224K - $259K
|
20.7K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
602+ 0.27% |
$49.1K - $56.7K
|
222K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
234+ 7.87% |
$19.1K - $22K
|
3.21K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 50.01% |
$1.5M - $1.73M
|
18.3K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
310+ 1.19% |
$25.3K - $29.2K
|
26.4K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.26K- 8.4% |
$184K - $212K
|
24.6K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-119K- 45.74% |
$9.67M - $11.2M
|
141K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-324- 3.17% |
$26.4K - $30.5K
|
9.91K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 2.25% |
$6.36K - $7.34K
|
3.54K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.32K+ 13.2% |
$596K - $689K
|
62.8K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450- 14.53% |
$36.7K - $42.4K
|
2.65K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.37K+ 12.1% |
$112K - $129K
|
12.7K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.01KNew |
$490K - $566K
|
6.01K
$539K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
41New |
$3.34K - $3.86K
|
41
$3.67K
|