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 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
260+ 0.28% |
$21K - $24.2K
|
94.2K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-586- 2.47% |
$47.4K - $54.5K
|
23.1K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 1.54% |
$6.31K - $7.25K
|
4.99K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
36+ 0.41% |
$2.91K - $3.35K
|
8.81K
$817K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 3.3% |
$189K - $217K
|
73.1K
$6.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.36K- 0.4% |
$434K - $498K
|
1.34M
$124M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
525+ 13.6% |
$42.5K - $48.8K
|
4.39K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
800+ 2.44% |
$64.8K - $74.4K
|
33.6K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.65KNew |
$215K - $247K
|
2.65K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
690New |
$55.9K - $64.1K
|
690
$63.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-282- 0.73% |
$22.8K - $26.2K
|
38.3K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
139+ 1.96% |
$11.3K - $12.9K
|
7.23K
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-123- 4.28% |
$9.96K - $11.4K
|
2.75K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
7.05KNew |
$570K - $655K
|
7.05K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.33K- 3.46% |
$593K - $681K
|
205K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.05K+ 1.86% |
$328K - $376K
|
222K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-88- 1.06% |
$7.12K - $8.18K
|
8.21K
$761K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
293+ 0.7% |
$23.7K - $27.2K
|
42K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
474+ 3.51% |
$38.4K - $44.1K
|
14K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.88K+ 4.89% |
$314K - $361K
|
83.4K
$7.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22.8K+ 0.88% |
$1.85M - $2.12M
|
2.62M
$243M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-400- 8.64% |
$32.4K - $37.2K
|
4.23K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.32K- 2.68% |
$188K - $216K
|
84.4K
$7.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
172+ 0.58% |
$13.9K - $16K
|
30K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.33K- 5.53% |
$189K - $217K
|
39.9K
$3.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14.5K+ 75.81% |
$1.17M - $1.35M
|
33.7K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.35KNew |
$190K - $219K
|
2.35K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.21% |
$4.05K - $4.65K
|
23.5K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-187- 3.91% |
$15.1K - $17.4K
|
4.59K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-67K- 7.38% |
$5.42M - $6.23M
|
841K
$77.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.07K+ 0.96% |
$167K - $192K
|
217K
$20.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.73K+ 6.05% |
$383K - $440K
|
83K
$7.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
433+ 0.71% |
$35.1K - $40.3K
|
61.7K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.11K+ 100.02% |
$737K - $847K
|
18.2K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.45% |
$891 - $1.02K
|
2.47K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.97K+ 141.16% |
$807K - $926K
|
17K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
480+ 2.51% |
$38.9K - $44.6K
|
19.6K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-200- 5.32% |
$16.2K - $18.6K
|
3.56K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
315+ 6.72% |
$25.5K - $29.3K
|
5K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
694+ 159.91% |
$56.2K - $64.5K
|
1.13K
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 7.89% |
$243 - $279
|
41
$3.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36New |
$2.91K - $3.35K
|
36
$3.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.93KNew |
$318K - $365K
|
3.93K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-242- 4.94% |
$19.6K - $22.5K
|
4.66K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
664+ 4.74% |
$53.8K - $61.7K
|
14.7K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.21K- 4.92% |
$98K - $113K
|
23.4K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-367- 0.37% |
$29.7K - $34.1K
|
99.3K
$9.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.71% |
$4.86K - $5.58K
|
1.56K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$106K - $122K
|
1.31K
$121K
|