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 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.11K- 22.87% |
$85.4K - $100K
|
3.74K
$318K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 1.49% |
$32.8K - $38.6K
|
29K
$2.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-395- 7.4% |
$30.4K - $35.8K
|
4.94K
$420K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$170K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.55KNew |
$197K - $231K
|
2.55K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-563- 16.7% |
$43.4K - $51K
|
2.81K
$239K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310- 33.44% |
$23.9K - $28.1K
|
617
$52.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25K- 89.03% |
$1.92M - $2.26M
|
3.08K
$261K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$77 - $90.5
|
1
$84.9
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
631+ 10.02% |
$48.6K - $57.1K
|
6.93K
$588K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-359- 29.33% |
$27.6K - $32.5K
|
865
$73.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.08K+ 19.11% |
$83.2K - $97.9K
|
6.74K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.48K+ 5.61% |
$730K - $858K
|
178K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
181+ 2.76% |
$13.9K - $16.4K
|
6.74K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$172K - $202K
|
2.23K
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.72K+ 36.97% |
$209K - $246K
|
10.1K
$855K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.6KNew |
$1.81M - $2.13M
|
23.6K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$18.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 5.34% |
$15K - $17.7K
|
3.46K
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-75- 30.0% |
$5.78K - $6.79K
|
175
$14.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 3.31% |
$231K - $272K
|
87.6K
$7.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-174- 2.26% |
$13.4K - $15.8K
|
7.53K
$640K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-573- 18.64% |
$44.1K - $51.9K
|
2.5K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 16.82% |
$46.2K - $54.3K
|
2.97K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9+ 0.19% |
$693 - $815
|
4.66K
$396K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
168+ 3.76% |
$12.9K - $15.2K
|
4.63K
$393K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.43K- 8.49% |
$187K - $220K
|
26.2K
$2.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-121- 2.58% |
$9.32K - $11K
|
4.56K
$387K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 11.67% |
$35.4K - $41.6K
|
4.4K
$374K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.8% |
$1.93K - $2.26K
|
3.11K
$264K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$132K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$173K - $203K
|
2.25K
$191K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.25K- 19.34% |
$84.5K - $101K
|
5.2K
$442K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.3K- 54.76% |
$156K - $186K
|
1.9K
$161K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.77KNew |
$323K - $385K
|
4.77K
$405K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-417- 10.78% |
$28.3K - $33.7K
|
3.45K
$293K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.83KNew |
$259K - $309K
|
3.83K
$325K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5.5K- 4.7% |
$373K - $444K
|
112K
$9.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-326- 0.84% |
$22.1K - $26.3K
|
38.5K
$3.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
65+ 1.8% |
$4.41K - $5.25K
|
3.67K
$312K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
35KNew |
$2.37M - $2.83M
|
35K
$2.97M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.36KNew |
$160K - $190K
|
2.36K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
674+ 19.46% |
$45.7K - $54.4K
|
4.14K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.5K- 26.54% |
$1.05M - $1.25M
|
43K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
163New |
$11K - $13.2K
|
163
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 0.18% |
$1.49K - $1.78K
|
12.3K
$1.05M
|
|