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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.43K- 5.66% |
$440K - $505K
|
90.6K
$8.4M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 0.6% |
$7.69K - $8.83K
|
16K
$1.48M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-61- 2.0% |
$4.94K - $5.67K
|
2.98K
$277K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
393+ 262.0% |
$31.8K - $36.5K
|
543
$50.3K
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.15% |
$405 - $465
|
3.28K
$304K
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
719+ 2.74% |
$58.2K - $66.8K
|
26.9K
$2.5M
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
11K+ 423.92% |
$888K - $1.02M
|
13.6K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-154- 1.12% |
$12.5K - $14.3K
|
13.6K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-485- 4.41% |
$39.3K - $45.1K
|
10.5K
$974K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-161- 5.25% |
$13K - $15K
|
2.91K
$269K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
55New |
$4.45K - $5.11K
|
55
$5.1K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
335+ 2.5% |
$27.1K - $31.1K
|
13.8K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22.2K- 47.73% |
$1.8M - $2.06M
|
24.3K
$2.25M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.12% |
$243 - $279
|
2.44K
$226K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 1.69% |
$5.18K - $5.95K
|
3.86K
$358K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.18K- 30.54% |
$258K - $296K
|
7.24K
$671K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
301+ 1.19% |
$24.4K - $28K
|
25.6K
$2.37M
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.36KNew |
$191K - $219K
|
2.36K
$219K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.51K+ 5.7% |
$123K - $141K
|
28.1K
$2.6M
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
50+ 0.77% |
$4.05K - $4.65K
|
6.55K
$607K
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-228- 0.95% |
$18.5K - $21.2K
|
23.7K
$2.2M
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$162 - $186
|
2.62K
$242K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
569+ 31.73% |
$46.1K - $52.9K
|
2.36K
$219K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
200+ 8.85% |
$16.2K - $18.6K
|
2.46K
$228K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459+ 17.22% |
$37.2K - $42.7K
|
3.12K
$290K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 30.32% |
$1.6M - $1.84M
|
84.9K
$7.87M
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
40K+ 24.34% |
$3.24M - $3.72M
|
204K
$18.9M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.49K+ 0.59% |
$121K - $139K
|
255K
$23.6M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-452- 3.33% |
$36.6K - $42K
|
13.1K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-220- 1.92% |
$17.8K - $20.5K
|
11.2K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-44- 0.93% |
$3.56K - $4.09K
|
4.67K
$433K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 0.43% |
$891 - $1.02K
|
2.53K
$234K
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-600- 17.83% |
$48.6K - $55.8K
|
2.77K
$256K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14K+ 23.48% |
$174K - $199K
|
11.3K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
509+ 16.85% |
$41.2K - $47.3K
|
3.53K
$327K
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$192K - $220K
|
2.37K
$220K
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
18+ 0.56% |
$1.46K - $1.67K
|
3.23K
$299K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1+ 0.02% |
$81 - $93
|
4.99K
$462K
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.18KNew |
$176K - $202K
|
2.18K
$202K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 0.68% |
$40.5K - $46.5K
|
73.2K
$6.79M
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
27KNew |
$2.19M - $2.51M
|
27K
$2.5M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-35.6K- 3.89% |
$2.88M - $3.31M
|
880K
$81.6M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
52.5K+ 450.69% |
$4.25M - $4.88M
|
64.1K
$5.94M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.61K- 50.86% |
$373K - $428K
|
4.45K
$412K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.29K- 6.43% |
$185K - $213K
|
33.4K
$3.09M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
438+ 2.2% |
$35.5K - $40.7K
|
20.3K
$1.88M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.53% |
$81 - $93
|
189
$17.5K
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-453- 2.47% |
$36.7K - $42.1K
|
17.9K
$1.66M
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.2% |
$2.27K - $2.6K
|
14.4K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
125+ 2.03% |
$10.1K - $11.6K
|
6.28K
$582K
|