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 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-914- 55.87% |
$74K - $85K
|
722
$66.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
19+ 0.17% |
$1.54K - $1.77K
|
11.4K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.54KNew |
$205K - $236K
|
2.54K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-198- 5.98% |
$16K - $18.4K
|
3.11K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$9.07K - $10.4K
|
112
$10.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.33% |
$12.3K - $14.1K
|
6.66K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.9K+ 2.33% |
$4.61M - $5.29M
|
2.5M
$231M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.25K+ 31.54% |
$101K - $116K
|
5.22K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.34K- 8.07% |
$109K - $125K
|
15.3K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.9K+ 413.73% |
$961K - $1.1M
|
14.7K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-530- 3.26% |
$42.9K - $49.3K
|
15.7K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-11.1K- 4.59% |
$901K - $1.03M
|
231K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.3K- 23.16% |
$429K - $493K
|
17.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
155+ 4.6% |
$12.5K - $14.4K
|
3.53K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-387- 12.92% |
$31.3K - $36K
|
2.61K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-205- 7.07% |
$16.6K - $19.1K
|
2.7K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
21.4K+ 2.4% |
$1.73M - $1.99M
|
912K
$84.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
5K+ 0.65% |
$405K - $465K
|
771K
$71.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.08K+ 4.1% |
$87.7K - $101K
|
27.5K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-60- 1.26% |
$4.86K - $5.58K
|
4.71K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68+ 1.33% |
$5.51K - $6.32K
|
5.18K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
316+ 12.71% |
$25.6K - $29.4K
|
2.8K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
298+ 5.44% |
$24.1K - $27.7K
|
5.78K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-52.3K- 23.38% |
$4.24M - $4.86M
|
172K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.43K- 0.56% |
$116K - $133K
|
255K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-882- 1.86% |
$71.4K - $82K
|
46.6K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-169- 4.64% |
$13.7K - $15.7K
|
3.47K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.61K+ 1.28% |
$130K - $150K
|
128K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.19K+ 3.54% |
$259K - $297K
|
93.5K
$8.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
435New |
$35.2K - $40.4K
|
435
$40.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.92K- 6.73% |
$155K - $178K
|
26.5K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
19+ 0.61% |
$1.54K - $1.77K
|
3.16K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
42+ 0.3% |
$3.4K - $3.9K
|
14K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-16- 0.01% |
$1.3K - $1.49K
|
139K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.01K+ 46.24% |
$81.6K - $93.7K
|
3.19K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.36K+ 20.37% |
$191K - $219K
|
13.9K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.92K+ 2.59% |
$237K - $272K
|
116K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$114K - $130K
|
148K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
255+ 2.69% |
$20.6K - $23.7K
|
9.74K
$903K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 0.95% |
$729 - $837
|
959
$88.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.05K- 3.12% |
$328K - $376K
|
125K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.52K- 2.53% |
$204K - $234K
|
97K
$8.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.46K+ 10.3% |
$199K - $229K
|
26.3K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40.3K+ 12.51% |
$3.26M - $3.74M
|
362K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-54- 1.46% |
$4.37K - $5.02K
|
3.64K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
129K+ 35.68% |
$10.4M - $12M
|
489K
$45.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.66KNew |
$215K - $247K
|
2.66K
$247K
|