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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$231 - $272
|
9.4K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 1.01% |
$8.01K - $9.41K
|
10.4K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-50- 0.45% |
$3.85K - $4.53K
|
11.1K
$942K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$308 - $362
|
1.05K
$89.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.37K- 6.35% |
$106K - $124K
|
20.3K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 45.86% |
$22.2K - $26.1K
|
340
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$77 - $90.5
|
15
$1.27K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 16.67% |
$7.7K - $9.05K
|
500
$42.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 40.21% |
$3K - $3.53K
|
58
$4.93K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 2.88% |
$122K - $143K
|
53.2K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.54K+ 15.88% |
$427K - $502K
|
40.4K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.44KNew |
$187K - $220K
|
2.44K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$539 - $634
|
527
$44.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.23K+ 2.77% |
$248K - $292K
|
120K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.38KNew |
$183K - $215K
|
2.38K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-72- 0.44% |
$5.54K - $6.52K
|
16.3K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-109- 1.2% |
$8.39K - $9.87K
|
8.94K
$759K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-38.6K- 17.3% |
$2.97M - $3.5M
|
185K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.13K- 2.06% |
$86.9K - $102K
|
53.6K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.15K- 2.83% |
$166K - $195K
|
73.9K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
446+ 1.51% |
$34.3K - $40.4K
|
30K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.22% |
$1.08K - $1.27K
|
6.29K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.03% |
$462 - $543
|
18.1K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.15% |
$3.23K - $3.8K
|
28.5K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-274- 6.4% |
$21.1K - $24.8K
|
4.01K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
770+ 107.54% |
$59.3K - $69.7K
|
1.49K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 8.13% |
$3.16K - $3.71K
|
545
$46.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.54% |
$77 - $90.5
|
186
$15.8K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-14- 0.44% |
$1.08K - $1.27K
|
3.14K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
2.8K+ 2.98% |
$216K - $254K
|
96.7K
$8.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.77K- 45.78% |
$213K - $250K
|
3.28K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.84KNew |
$219K - $257K
|
2.84K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.81KNew |
$370K - $435K
|
4.81K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
461+ 3.23% |
$35.5K - $41.7K
|
14.7K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
204+ 2.11% |
$15.7K - $18.5K
|
9.89K
$840K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
126+ 1.49% |
$9.7K - $11.4K
|
8.6K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 3.95% |
$33K - $38.7K
|
10.4K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 7.48% |
$79.5K - $93.5K
|
12.8K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.45K
|
3K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
762+ 4.03% |
$58.7K - $69K
|
19.7K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.27K- 37.26% |
$406K - $477K
|
8.87K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
121+ 5.82% |
$9.32K - $11K
|
2.2K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
345+ 4.24% |
$26.6K - $31.2K
|
8.49K
$721K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-127- 0.31% |
$9.78K - $11.5K
|
40.7K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
21.1KNew |
$1.63M - $1.91M
|
21.1K
$1.79M
|