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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
77New |
$6.23K - $7.16K
|
77
$7.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
250+ 2.93% |
$20.2K - $23.2K
|
8.78K
$814K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
102+ 3.24% |
$8.26K - $9.48K
|
3.25K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
82+ 0.81% |
$6.64K - $7.62K
|
10.2K
$947K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
37.8K+ 6.03% |
$3.06M - $3.52M
|
665K
$61.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
19.6K+ 31.7% |
$1.59M - $1.82M
|
81.3K
$7.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12+ 0.49% |
$972 - $1.12K
|
2.44K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.8K+ 50.46% |
$146K - $167K
|
5.37K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-61- 1.87% |
$4.94K - $5.67K
|
3.2K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-1.71K- 40.49% |
$138K - $159K
|
2.51K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-69.2K- 34.28% |
$5.61M - $6.44M
|
133K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
280+ 1.74% |
$22.7K - $26K
|
16.4K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 3.17% |
$2.83K - $3.25K
|
1.07K
$99.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-32- 0.11% |
$2.59K - $2.97K
|
29.6K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
212+ 9.98% |
$17.2K - $19.7K
|
2.34K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-463- 1.12% |
$37.5K - $43K
|
40.9K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-69- 0.45% |
$5.59K - $6.41K
|
15.2K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.3KNew |
$105K - $121K
|
1.3K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
28.6KNew |
$2.32M - $2.66M
|
28.6K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
252+ 5.85% |
$20.4K - $23.4K
|
4.56K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
1+ 0.02% |
$81 - $93
|
5.49K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-200- 8.06% |
$16.2K - $18.6K
|
2.28K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
115+ 22.95% |
$9.31K - $10.7K
|
616
$57.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.2KNew |
$178K - $204K
|
2.2K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.23% |
$567 - $651
|
3.05K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.66K+ 1.89% |
$215K - $247K
|
143K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-49- 1.39% |
$3.97K - $4.56K
|
3.49K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-221- 8.18% |
$17.9K - $20.5K
|
2.48K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-919- 4.16% |
$74.4K - $85.4K
|
21.2K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
46+ 0.64% |
$3.72K - $4.28K
|
7.27K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
41New |
$3.32K - $3.81K
|
41
$3.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-20.4K- 6.97% |
$1.65M - $1.9M
|
272K
$25.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
119+ 0.37% |
$9.63K - $11.1K
|
32.5K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.46K+ 25.62% |
$280K - $322K
|
17K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 3.86% |
$242K - $278K
|
80.5K
$7.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-86- 12.82% |
$6.96K - $7.99K
|
585
$54.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
368+ 5.06% |
$29.8K - $34.2K
|
7.64K
$708K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-748- 9.13% |
$60.6K - $69.5K
|
7.44K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
86.2K+ 203.77% |
$6.98M - $8.01M
|
128K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-242- 1.95% |
$19.6K - $22.5K
|
12.2K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-62- 2.11% |
$5.02K - $5.76K
|
2.88K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-5- 0.05% |
$405 - $465
|
9.63K
$893K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 1.0% |
$8.1K - $9.3K
|
9.89K
$917K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-616- 3.01% |
$49.9K - $57.3K
|
19.8K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-858- 13.63% |
$69.5K - $79.8K
|
5.44K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-9.46K- 4.23% |
$766K - $879K
|
214K
$19.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.52% |
$2.02K - $2.32K
|
1.67K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-550- 2.69% |
$44.5K - $51.1K
|
19.9K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$208K
|