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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$203K - $238K
|
2.63K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 20.0% |
$77 - $90.5
|
4
$340
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.47K- 4.2% |
$113K - $133K
|
33.5K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.35KNew |
$258K - $303K
|
3.35K
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
639+ 16.18% |
$49.2K - $57.8K
|
4.59K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.7KNew |
$2.98M - $3.5M
|
38.7K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.69K+ 95.33% |
$207K - $244K
|
5.52K
$469K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-241- 7.33% |
$18.6K - $21.8K
|
3.05K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 29.63% |
$1.04M - $1.22M
|
59K
$5.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$185K - $218K
|
2.4K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.67K+ 9.47% |
$128K - $151K
|
19.3K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.71% |
$2.54K - $2.99K
|
1.9K
$161K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.2K- 26.26% |
$864K - $1.02M
|
31.5K
$2.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-143- 1.23% |
$11K - $12.9K
|
11.5K
$977K
|
|
|
Nov 05, 2024
Q3 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-555K- 93.0% |
$42.7M - $50.2M
|
41.8K
$3.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.74KNew |
$288K - $338K
|
3.74K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.19K+ 4.25% |
$169K - $199K
|
53.8K
$4.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-703- 4.19% |
$54.1K - $63.6K
|
16.1K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.95K- 2.71% |
$150K - $177K
|
70.2K
$5.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-424- 8.69% |
$32.6K - $38.4K
|
4.46K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.87K+ 1.87% |
$221K - $260K
|
156K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.11K+ 34.97% |
$85.2K - $100K
|
4.27K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.68K+ 5.75% |
$284K - $333K
|
67.8K
$5.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
21.7K+ 1.62% |
$1.67M - $1.97M
|
1.37M
$116M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
306+ 4.81% |
$23.6K - $27.7K
|
6.67K
$567K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-29- 0.25% |
$2.23K - $2.63K
|
11.5K
$977K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45.9K+ 20.74% |
$3.54M - $4.16M
|
267K
$22.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-78K- 9.73% |
$6.01M - $7.06M
|
724K
$61.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
3.06KNew |
$236K - $277K
|
3.06K
$260K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-18.5K- 14.52% |
$1.42M - $1.67M
|
109K
$9.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-340- 8.08% |
$26.2K - $30.8K
|
3.87K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
434+ 12.92% |
$33.4K - $39.3K
|
3.79K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.18K+ 154.15% |
$167K - $197K
|
3.59K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.89K- 21.87% |
$376K - $443K
|
17.5K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.25K- 34.75% |
$174K - $204K
|
4.23K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.95K- 31.6% |
$381K - $448K
|
10.7K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.03K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.42% |
$539 - $634
|
1.65K
$140K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.6K- 0.53% |
$123K - $145K
|
298K
$25.3M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
563+ 1.51% |
$43.4K - $51K
|
37.9K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-10- 0.63% |
$770 - $905
|
1.57K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-572- 17.9% |
$44K - $51.8K
|
2.62K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.24K+ 2.56% |
$557K - $655K
|
290K
$24.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.67K- 0.29% |
$129K - $151K
|
568K
$48.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
262+ 8.7% |
$20.2K - $23.7K
|
3.27K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
95+ 1.03% |
$7.32K - $8.6K
|
9.29K
$789K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
77+ 1.18% |
$5.93K - $6.97K
|
6.62K
$562K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 3.07% |
$93.5K - $110K
|
40.8K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 0.61% |
$6.16K - $7.24K
|
13.2K
$1.12M
|