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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 3.96% |
$11.3K - $13K
|
3.68K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.39KNew |
$194K - $222K
|
2.39K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.96K- 3.74% |
$239K - $275K
|
76.1K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-665- 5.8% |
$53.8K - $61.8K
|
10.8K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.78K - $2.05K
|
22
$2.04K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23+ 23.0% |
$1.86K - $2.14K
|
123
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$324 - $372
|
18.4K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
15.6K+ 10.27% |
$1.27M - $1.45M
|
168K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.19K+ 7946.67% |
$96.5K - $111K
|
1.21K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.05K+ 1.54% |
$84.8K - $97.4K
|
69.1K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.03% |
$81 - $93
|
4K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$257K - $295K
|
3.17K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 1.53% |
$24.3K - $27.9K
|
19.3K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
159+ 6.1% |
$12.9K - $14.8K
|
2.76K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.6K+ 20.31% |
$3.12M - $3.59M
|
229K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.67% |
$7.77K - $8.92K
|
14.5K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
451+ 8.14% |
$36.5K - $41.9K
|
5.99K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.61K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.07% |
$16.2K - $18.6K
|
297K
$27.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
32New |
$2.59K - $2.97K
|
32
$2.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-15- 0.12% |
$1.21K - $1.39K
|
12.8K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
125+ 4.85% |
$10.1K - $11.6K
|
2.7K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-31.6K- 81.43% |
$2.56M - $2.93M
|
7.2K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.45K+ 1.58% |
$198K - $227K
|
157K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-106- 0.85% |
$8.58K - $9.85K
|
12.4K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.43KNew |
$359K - $412K
|
4.43K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-118- 2.58% |
$9.55K - $11K
|
4.46K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
340+ 10.9% |
$27.5K - $31.6K
|
3.46K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-181- 2.17% |
$14.7K - $16.8K
|
8.14K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62K+ 14.63% |
$779K - $894K
|
75.4K
$6.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-734- 1.05% |
$59.4K - $68.2K
|
69.1K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-27- 0.68% |
$2.19K - $2.51K
|
3.96K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.7K+ 25.53% |
$1.76M - $2.02M
|
107K
$9.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.8K- 1.49% |
$227K - $260K
|
185K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
292+ 16.1% |
$23.6K - $27.1K
|
2.11K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.2K+ 2.26% |
$97.3K - $112K
|
54.5K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
840+ 9.5% |
$68K - $78.1K
|
9.68K
$897K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
652+ 3.19% |
$52.8K - $60.6K
|
21.1K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 1.98% |
$1.23M - $1.41M
|
752K
$69.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-342- 9.38% |
$27.7K - $31.8K
|
3.3K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-619- 13.64% |
$50.1K - $57.5K
|
3.92K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-365- 4.39% |
$29.6K - $33.9K
|
7.95K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
870+ 5.52% |
$70.4K - $80.9K
|
16.6K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34+ 0.24% |
$2.75K - $3.16K
|
13.9K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.69K- 7.9% |
$137K - $157K
|
19.7K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42+ 1.08% |
$3.4K - $3.9K
|
3.95K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-391- 2.48% |
$31.7K - $36.3K
|
15.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.42% |
$2.27K - $2.6K
|
6.71K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-18.1K- 17.02% |
$1.46M - $1.68M
|
88.2K
$8.18M
|