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 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-702- 12.73% |
$56.8K - $65.3K
|
4.81K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.27K- 3.97% |
$184K - $211K
|
54.8K
$5.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 2.23% |
$88.7K - $102K
|
48.1K
$4.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-133- 1.3% |
$10.8K - $12.4K
|
10.1K
$939K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-281- 8.08% |
$22.7K - $26.1K
|
3.2K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$162 - $186
|
4.13K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
200+ 6.44% |
$16.2K - $18.6K
|
3.31K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.44K- 14.48% |
$116K - $133K
|
8.47K
$785K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-10- 0.13% |
$810 - $930
|
7.51K
$696K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.02% |
$648 - $744
|
32.1K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
748+ 67.88% |
$60.6K - $69.5K
|
1.85K
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.57K+ 30.78% |
$127K - $146K
|
6.68K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$196K - $226K
|
2.43K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-383- 6.41% |
$31K - $35.6K
|
5.59K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
873+ 0.81% |
$70.7K - $81.2K
|
108K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-32- 0.23% |
$2.59K - $2.97K
|
13.9K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
711+ 3.35% |
$57.6K - $66.1K
|
22K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.22K+ 3.94% |
$98.4K - $113K
|
32.1K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 2.48% |
$8.1K - $9.3K
|
3.93K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 0.55% |
$8.1K - $9.3K
|
18.1K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-75- 42.86% |
$6.07K - $6.97K
|
100
$9.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-238- 7.01% |
$19.3K - $22.1K
|
3.16K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-157- 3.02% |
$12.7K - $14.6K
|
5.04K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.55K+ 6.4% |
$287K - $330K
|
59K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 3.02% |
$6.07K - $6.97K
|
2.56K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
110+ 0.7% |
$8.91K - $10.2K
|
15.9K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.34% |
$162 - $186
|
582
$53.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106+ 2.93% |
$8.58K - $9.85K
|
3.73K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 0.86% |
$4.05K - $4.65K
|
5.74K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.4K+ 2.85% |
$1.33M - $1.53M
|
593K
$54.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26+ 0.79% |
$2.1K - $2.42K
|
3.31K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.5KNew |
$202K - $232K
|
2.5K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.37K+ 4.22% |
$192K - $220K
|
58.5K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.32K+ 4.4% |
$107K - $123K
|
31.3K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
262+ 16.69% |
$21.2K - $24.4K
|
1.83K
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-43- 0.32% |
$3.48K - $4K
|
13.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.12K+ 26.49% |
$90.3K - $104K
|
5.32K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 3.47% |
$195K - $224K
|
71.8K
$6.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-197- 45.92% |
$15.9K - $18.3K
|
232
$21.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$186K - $213K
|
2.29K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-969- 2.6% |
$78.5K - $90.1K
|
36.3K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.04% |
$135K - $155K
|
159K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-881- 10.41% |
$71.3K - $81.9K
|
7.58K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$188K - $216K
|
2.32K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.95KNew |
$320K - $367K
|
3.95K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-984- 19.19% |
$79.7K - $91.5K
|
4.14K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 6.41% |
$91.7K - $105K
|
18.8K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.5K- 27.03% |
$202K - $232K
|
6.75K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-81- 0.64% |
$6.56K - $7.53K
|
12.6K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-951- 1.77% |
$77K - $88.4K
|
52.9K
$4.9M
|