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 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
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-255- 81.47% |
$20.6K - $23.7K
|
58
$5.38K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-39- 0.6% |
$3.16K - $3.63K
|
6.5K
$603K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
578+ 12.05% |
$46.8K - $53.7K
|
5.38K
$498K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 5.12% |
$87.6K - $101K
|
20.1K
$1.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.11K- 9.98% |
$90K - $103K
|
10K
$930K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-199- 3.37% |
$16.1K - $18.5K
|
5.71K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-188- 3.03% |
$15.2K - $17.5K
|
6.01K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.24K- 56.77% |
$344K - $395K
|
3.23K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-849- 4.68% |
$68.7K - $78.9K
|
17.3K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-263- 1.32% |
$21.3K - $24.4K
|
19.6K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.13K+ 17.15% |
$91.2K - $105K
|
7.69K
$713K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-200- 4.61% |
$16.2K - $18.6K
|
4.14K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 9.38% |
$243 - $279
|
29
$2.69K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.07% |
$486 - $558
|
8.89K
$824K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.29K+ 2.78% |
$105K - $120K
|
47.8K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
464+ 3.52% |
$37.6K - $43.1K
|
13.7K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
134+ 3.75% |
$10.8K - $12.5K
|
3.71K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
750+ 20.13% |
$60.7K - $69.7K
|
4.48K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-265- 0.22% |
$21.5K - $24.6K
|
118K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.14% |
$729 - $837
|
6.55K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.58KNew |
$209K - $239K
|
2.58K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-41- 1.41% |
$3.32K - $3.81K
|
2.87K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 1.38% |
$16.2K - $18.6K
|
14.3K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1+ 0.0% |
$81 - $93
|
22.1K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
614+ 4.63% |
$49.7K - $57.1K
|
13.9K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.46K+ 1.69% |
$523K - $601K
|
388K
$35.9M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.8K+ 94.72% |
$227K - $260K
|
5.76K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$539K - $619K
|
6.66K
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
776+ 2.43% |
$62.8K - $72.1K
|
32.7K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
252+ 1.65% |
$20.4K - $23.4K
|
15.6K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.82K- 8.11% |
$390K - $448K
|
54.6K
$5.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
496+ 5.29% |
$40.2K - $46.1K
|
9.88K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.1K+ 7.99% |
$822K - $943K
|
137K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.96K+ 71.74% |
$239K - $275K
|
7.08K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.59K+ 1.32% |
$128K - $147K
|
122K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-50- 1.41% |
$4.05K - $4.65K
|
3.49K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
270+ 6.74% |
$21.9K - $25.1K
|
4.28K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
751+ 6.12% |
$60.8K - $69.8K
|
13K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
452+ 15.45% |
$36.6K - $42K
|
3.38K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.63K+ 296.55% |
$132K - $152K
|
2.18K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.01% |
$81 - $93
|
11.7K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-200- 0.31% |
$16.2K - $18.6K
|
63.7K
$5.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 34.83% |
$127K - $146K
|
2.94K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-206- 6.21% |
$16.7K - $19.1K
|
3.11K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 2.76% |
$51.6K - $59.2K
|
22.5K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259- 2.89% |
$21K - $24.1K
|
8.7K
$807K
|