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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.04% |
$764 - $833
|
25.6K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100+ 0.9% |
$8.49K - $9.26K
|
11.2K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.14% |
$679 - $740
|
5.74K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
738+ 11.52% |
$62.7K - $68.3K
|
7.15K
$657K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-623- 10.09% |
$52.9K - $57.7K
|
5.55K
$511K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-232- 9.32% |
$19.7K - $21.5K
|
2.26K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-119- 2.35% |
$10.1K - $11K
|
4.95K
$456K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
314+ 13.59% |
$26.7K - $29.1K
|
2.62K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 40.4% |
$181K - $198K
|
3.15K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-307- 5.16% |
$26.1K - $28.4K
|
5.65K
$519K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.97K- 6.98% |
$168K - $183K
|
26.3K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-240- 7.62% |
$20.4K - $22.2K
|
2.91K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-135- 1.75% |
$11.5K - $12.5K
|
7.58K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.21K- 1.52% |
$103K - $112K
|
78.7K
$7.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.79% |
$5.09K - $5.55K
|
7.69K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$84.9 - $92.6
|
5.37K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
705+ 3.45% |
$59.9K - $65.3K
|
21.1K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-139- 1.52% |
$11.8K - $12.9K
|
9K
$828K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.1% |
$340 - $370
|
4.01K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
547+ 36.98% |
$46.4K - $50.6K
|
2.03K
$186K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-120- 4.8% |
$10.2K - $11.1K
|
2.38K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.86% |
$1.36K - $1.48K
|
874
$80.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-496- 4.42% |
$42.1K - $45.9K
|
10.7K
$986K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-37- 1.03% |
$3.14K - $3.42K
|
3.56K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 7.45% |
$16K - $17.4K
|
2.71K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.15K- 17.53% |
$97.7K - $107K
|
5.42K
$498K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
5.35K+ 1982.59% |
$455K - $495K
|
5.62K
$517K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.61K+ 5.08% |
$222K - $241K
|
54K
$4.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 22.29% |
$107K - $116K
|
4.38K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
800+ 6.02% |
$67.9K - $74K
|
14.1K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.8KNew |
$237K - $259K
|
2.8K
$257K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79+ 1.81% |
$6.71K - $7.31K
|
4.43K
$408K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 0.84% |
$5.52K - $6.02K
|
7.79K
$717K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 3.99% |
$141K - $154K
|
43.3K
$3.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17+ 0.28% |
$1.44K - $1.57K
|
6.03K
$555K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
424+ 2.03% |
$36K - $39.2K
|
21.3K
$1.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-129- 2.73% |
$11K - $11.9K
|
4.6K
$423K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-113- 4.59% |
$9.59K - $10.5K
|
2.35K
$216K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 1.79% |
$8.49K - $9.26K
|
5.48K
$504K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.4K+ 14.32% |
$119K - $130K
|
11.2K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.2K+ 16.37% |
$948K - $1.03M
|
79.4K
$7.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.28% |
$2.97K - $3.24K
|
12.6K
$1.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-650- 5.54% |
$55.2K - $60.2K
|
11.1K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-38- 0.46% |
$3.23K - $3.52K
|
8.29K
$763K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.3K- 1.51% |
$2.06M - $2.25M
|
1.58M
$145M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-55- 3.15% |
$4.67K - $5.09K
|
1.69K
$156K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-34.6K- 21.51% |
$2.8M - $3.22M
|
126K
$11.6M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59+ 0.97% |
$4.78K - $5.48K
|
6.17K
$567K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
33+ 80.49% |
$2.67K - $3.07K
|
74
$6.81K
|
|