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 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
38.8K+ 50.51% |
$3.14M - $3.61M
|
116K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-483- 12.45% |
$39.1K - $44.9K
|
3.4K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.37KNew |
$192K - $221K
|
2.37K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
221+ 7.76% |
$17.9K - $20.5K
|
3.07K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$162 - $186
|
346
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$1.54K - $1.77K
|
3.72K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
250+ 4.83% |
$20.2K - $23.2K
|
5.43K
$503K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-350- 0.47% |
$28.3K - $32.5K
|
74.8K
$6.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
630+ 2.02% |
$51K - $58.6K
|
31.9K
$2.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.06K- 73.24% |
$167K - $192K
|
754
$69.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.61% |
$38.5K - $44.2K
|
18.7K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$81 - $93
|
2.9K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.45K- 1.12% |
$360K - $413K
|
394K
$36.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 6.97% |
$1.38K - $1.58K
|
227
$21K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
118+ 4.36% |
$9.55K - $11K
|
2.83K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1+ 0.01% |
$81 - $93
|
8.69K
$806K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
22+ 0.82% |
$1.78K - $2.05K
|
2.71K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88+ 1.3% |
$7.12K - $8.18K
|
6.85K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
661+ 4.32% |
$53.5K - $61.4K
|
16K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.33% |
$567 - $651
|
534
$49.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-52- 0.26% |
$4.21K - $4.83K
|
20.1K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-147- 3.41% |
$11.9K - $13.7K
|
4.17K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$324 - $372
|
4
$371
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
85+ 0.67% |
$6.88K - $7.9K
|
12.8K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
351+ 8.98% |
$28.4K - $32.6K
|
4.26K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-116- 4.49% |
$9.39K - $10.8K
|
2.47K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
200+ 3.91% |
$16.2K - $18.6K
|
5.32K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
110+ 1.11% |
$8.91K - $10.2K
|
10K
$930K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.37K- 46.75% |
$597K - $685K
|
8.39K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.64K- 52.27% |
$376K - $432K
|
4.24K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.08% |
$324 - $372
|
5.02K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 11.0% |
$102K - $117K
|
12.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 140.0% |
$567 - $651
|
12
$1.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.18K- 20.35% |
$95.8K - $110K
|
4.63K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
73+ 0.16% |
$5.91K - $6.79K
|
45.5K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 15.39% |
$867K - $996K
|
58.9K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
182+ 4.08% |
$14.7K - $16.9K
|
4.65K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-181- 2.91% |
$14.7K - $16.8K
|
6.03K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46- 0.49% |
$3.72K - $4.28K
|
9.41K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.13K+ 63.26% |
$91.2K - $105K
|
2.91K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 3.11% |
$9.07K - $10.4K
|
3.49K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.21KNew |
$422K - $485K
|
5.21K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-244- 7.64% |
$19.8K - $22.7K
|
2.95K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.41K+ 12.97% |
$762K - $875K
|
82K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
233+ 6.65% |
$18.9K - $21.7K
|
3.74K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$81 - $93
|
1
$92.7
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 2.52% |
$36.7K - $42.1K
|
17.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.9K+ 18.27% |
$154K - $177K
|
12.3K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.58K+ 29.27% |
$533K - $612K
|
29.1K
$2.69M
|