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 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.95K+ 902.0% |
$381K - $448K
|
5.5K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.9K- 89.47% |
$1.91M - $2.25M
|
2.93K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
11.8KNew |
$908K - $1.07M
|
11.8K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-113K- 5.16% |
$8.73M - $10.3M
|
2.08M
$175M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5.01K+ 2.84% |
$386K - $454K
|
182K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
32+ 0.2% |
$2.46K - $2.9K
|
15.7K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.19K- 0.18% |
$322K - $379K
|
2.38M
$199M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.66K- 40.69% |
$127K - $150K
|
2.41K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.05% |
$3.31K - $3.89K
|
79.2K
$6.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 24.43% |
$155K - $182K
|
10.2K
$859K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4New |
$308 - $362
|
4
$335
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.75M - $2.05M
|
22.7K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.43K- 4.07% |
$264K - $310K
|
80.7K
$6.77M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.39KNew |
$492K - $578K
|
6.39K
$535K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
30.2KNew |
$2.33M - $2.74M
|
30.2K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-859- 0.98% |
$66.1K - $77.8K
|
86.7K
$7.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.3K- 16.94% |
$2.03M - $2.38M
|
129K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
140K+ 14.76% |
$10.8M - $12.6M
|
1.09M
$91M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
300+ 1.5% |
$23.1K - $27.2K
|
20.2K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
138K+ 9.4% |
$10.7M - $12.5M
|
1.61M
$135M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.69K+ 4.74% |
$746K - $877K
|
214K
$17.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.3K+ 8.88% |
$1.18M - $1.38M
|
187K
$15.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-9- 0.02% |
$693 - $815
|
38.4K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-126- 3.4% |
$9.7K - $11.4K
|
3.58K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 6.37% |
$95.9K - $113K
|
18.3K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 7.74% |
$275K - $323K
|
42.5K
$3.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
203+ 1.83% |
$15.6K - $18.4K
|
11.3K
$944K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51K+ 37.31% |
$116K - $137K
|
5.56K
$466K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$185K - $217K
|
2.4K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.7K- 37.93% |
$2.36M - $2.77M
|
50.2K
$4.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-8.37K- 15.58% |
$644K - $757K
|
45.3K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$7.32K - $8.6K
|
95
$7.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5- 0.12% |
$385 - $453
|
4.08K
$342K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.02% |
$616 - $724
|
33.7K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550+ 7.38% |
$42.4K - $49.8K
|
8.01K
$671K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
121+ 4.46% |
$9.32K - $11K
|
2.84K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
379+ 4.45% |
$29.2K - $34.3K
|
8.9K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.29K+ 10.19% |
$177K - $208K
|
24.8K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
195+ 168.1% |
$15K - $17.7K
|
311
$26.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$677K - $795K
|
8.79K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-187- 1.66% |
$14.4K - $16.9K
|
11.1K
$927K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
58.8K+ 6.1% |
$4.53M - $5.32M
|
1.02M
$85.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-175K- 6.88% |
$13.5M - $15.8M
|
2.37M
$198M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 20.0% |
$77 - $90.5
|
4
$335
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.47K- 4.2% |
$113K - $133K
|
33.5K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.35KNew |
$258K - $303K
|
3.35K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
639+ 16.18% |
$49.2K - $57.8K
|
4.59K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.7KNew |
$2.98M - $3.5M
|
38.7K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.69K+ 95.33% |
$207K - $244K
|
5.52K
$462K
|