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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.04% |
$405 - $465
|
12.3K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-868- 65.96% |
$70.3K - $80.7K
|
448
$41.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.22KNew |
$179K - $206K
|
2.22K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.45K+ 2.76% |
$279K - $320K
|
128K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-16.2K- 7.76% |
$1.31M - $1.5M
|
192K
$17.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 0.64% |
$1.54K - $1.77K
|
3.01K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-622- 10.33% |
$50.4K - $57.8K
|
5.4K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-100- 6.06% |
$8.1K - $9.3K
|
1.55K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 6.21% |
$6.15K - $7.06K
|
1.3K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 2.48% |
$8.02K - $9.2K
|
3.89K
$360K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.5K+ 7.45% |
$202K - $232K
|
36K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.23K+ 288.37% |
$747K - $858K
|
12.4K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 1.33% |
$4.7K - $5.39K
|
4.43K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-31- 0.44% |
$2.51K - $2.88K
|
6.96K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$162 - $186
|
4.33K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.31K- 5.78% |
$672K - $772K
|
135K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
46+ 1.6% |
$3.72K - $4.28K
|
2.92K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-86- 2.48% |
$6.96K - $7.99K
|
3.38K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-235- 2.29% |
$19K - $21.8K
|
10K
$928K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 24.86% |
$114K - $131K
|
4.27K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 6.63% |
$14.9K - $17.1K
|
2.59K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
129+ 0.45% |
$10.4K - $12K
|
28.7K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-217K- 95.0% |
$17.6M - $20.2M
|
11.4K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.36K- 3.54% |
$272K - $313K
|
91.6K
$8.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 0.63% |
$2.02K - $2.32K
|
3.99K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 7.07% |
$12.3K - $14.1K
|
2.3K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-744- 26.76% |
$60.2K - $69.2K
|
2.04K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
91+ 75.21% |
$7.37K - $8.46K
|
212
$19.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-725- 1.38% |
$58.7K - $67.4K
|
51.9K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
292+ 2.71% |
$23.6K - $27.1K
|
11.1K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.14K- 29.58% |
$335K - $385K
|
9.85K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.78K- 0.75% |
$144K - $165K
|
235K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 9.26% |
$40.5K - $46.5K
|
5.9K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-306- 2.61% |
$24.8K - $28.4K
|
11.4K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.13K- 12.28% |
$172K - $198K
|
15.2K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$225K - $258K
|
2.78K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.99K- 2.14% |
$161K - $185K
|
91K
$8.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.74KNew |
$708K - $813K
|
8.74K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$326K - $374K
|
4.03K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1+ 0.03% |
$81 - $93
|
3.8K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-273- 1.01% |
$22.1K - $25.4K
|
26.9K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
464+ 0.36% |
$37.6K - $43.1K
|
128K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 3.87% |
$99.3K - $114K
|
33K
$3.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-42- 37.5% |
$3.4K - $3.9K
|
70
$6.49K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 13.11% |
$8.1K - $9.3K
|
663
$61.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.79KNew |
$306K - $352K
|
3.79K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-427- 0.51% |
$34.6K - $39.7K
|
82.9K
$7.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
41+ 0.35% |
$3.32K - $3.81K
|
11.6K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-255- 81.47% |
$20.6K - $23.7K
|
58
$5.38K
|