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 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 20.59% |
$567 - $651
|
27
$2.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770+ 4.38% |
$62.3K - $71.6K
|
18.3K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 4.44% |
$32.4K - $37.2K
|
8.61K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.18% |
$729 - $837
|
5.03K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.66K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.9K+ 158.19% |
$1.13M - $1.29M
|
22.7K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 7.95% |
$38.5K - $44.2K
|
6.45K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-37- 0.92% |
$3K - $3.44K
|
3.98K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-188- 1.98% |
$15.2K - $17.5K
|
9.31K
$862K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 23.37% |
$364K - $418K
|
14.8K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-480- 6.53% |
$38.9K - $44.6K
|
6.87K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.09% |
$324 - $372
|
4.32K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-125- 16.8% |
$10.1K - $11.6K
|
619
$57.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.05K- 20.83% |
$84.8K - $97.3K
|
3.98K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$243 - $279
|
4.73K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.73% |
$1.46K - $1.67K
|
2.47K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.16K- 8.82% |
$175K - $200K
|
22.3K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.5K+ 6.88% |
$283K - $325K
|
54.3K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.13K+ 9.9% |
$254K - $291K
|
34.8K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-24- 0.7% |
$1.94K - $2.23K
|
3.42K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
521+ 12.95% |
$42.2K - $48.4K
|
4.55K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
48.3K+ 16.58% |
$3.91M - $4.49M
|
340K
$31.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
800+ 6.83% |
$64.8K - $74.4K
|
12.5K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-263- 2.6% |
$21.3K - $24.4K
|
9.85K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.3K+ 22.43% |
$2.21M - $2.54M
|
149K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.04KNew |
$489K - $561K
|
6.04K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.21K- 32.71% |
$97.8K - $112K
|
2.49K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 28.12% |
$128K - $147K
|
4.04K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-58.3K- 10.69% |
$4.72M - $5.42M
|
487K
$45.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
21+ 0.38% |
$1.7K - $1.95K
|
5.59K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
121+ 0.7% |
$9.8K - $11.2K
|
17.5K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
162+ 1.06% |
$13.1K - $15.1K
|
15.4K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$324 - $372
|
4.45K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.3K- 52.9% |
$833K - $956K
|
9.16K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
78+ 2.64% |
$6.31K - $7.25K
|
3.03K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-667- 13.87% |
$54K - $62K
|
4.14K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-48- 0.87% |
$3.89K - $4.46K
|
5.44K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
219+ 4.78% |
$17.7K - $20.4K
|
4.8K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-455- 7.49% |
$36.8K - $42.3K
|
5.62K
$521K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.14K- 30.35% |
$92.1K - $106K
|
2.61K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
28.6K+ 5.9% |
$2.32M - $2.66M
|
514K
$47.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
312+ 6.42% |
$25.3K - $29K
|
5.17K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$5.51K - $6.32K
|
3.24K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-578- 1.59% |
$46.8K - $53.7K
|
35.8K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-176- 1.93% |
$14.2K - $16.4K
|
8.95K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.34K- 0.23% |
$108K - $124K
|
579K
$53.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-495- 3.61% |
$40.1K - $46K
|
13.2K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
63+ 0.53% |
$5.1K - $5.86K
|
12K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
13+ 0.44% |
$1.05K - $1.21K
|
2.97K
$275K
|