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 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-462- 1.45% |
$35.6K - $41.8K
|
31.3K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
96.5KNew |
$7.43M - $8.74M
|
96.5K
$8.09M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
34.9KNew |
$2.69M - $3.16M
|
34.9K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-42- 0.03% |
$3.23K - $3.8K
|
124K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 15.27% |
$249K - $292K
|
24.4K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
233+ 388.33% |
$17.9K - $21.1K
|
293
$24.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-190- 2.72% |
$14.6K - $17.2K
|
6.8K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.23KNew |
$172K - $202K
|
2.23K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.56KNew |
$274K - $322K
|
3.56K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.35% |
$3.85K - $4.53K
|
14.3K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$177K - $209K
|
2.31K
$193K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-150- 4.04% |
$11.6K - $13.6K
|
3.57K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.86K+ 33.82% |
$451K - $531K
|
23.2K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 3.37% |
$925K - $1.09M
|
369K
$30.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
19+ 0.2% |
$1.46K - $1.72K
|
9.31K
$780K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-835- 27.97% |
$64.3K - $75.6K
|
2.15K
$180K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$176K - $207K
|
2.28K
$191K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-66- 2.03% |
$5.08K - $5.97K
|
3.19K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
3.08KNew |
$237K - $278K
|
3.08K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.37KNew |
$413K - $486K
|
5.37K
$450K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 1.49% |
$32.8K - $38.6K
|
29K
$2.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-395- 7.4% |
$30.4K - $35.8K
|
4.94K
$414K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$168K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.55KNew |
$197K - $231K
|
2.55K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-563- 16.7% |
$43.4K - $51K
|
2.81K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310- 33.44% |
$23.9K - $28.1K
|
617
$51.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25K- 89.03% |
$1.92M - $2.26M
|
3.08K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$77 - $90.5
|
1
$83.8
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-359- 29.33% |
$27.6K - $32.5K
|
865
$72.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.08K+ 19.11% |
$83.2K - $97.9K
|
6.74K
$564K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
181+ 2.76% |
$13.9K - $16.4K
|
6.74K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$172K - $202K
|
2.23K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.72K+ 36.97% |
$209K - $246K
|
10.1K
$844K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.6KNew |
$1.81M - $2.13M
|
23.6K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$18.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 5.34% |
$15K - $17.7K
|
3.46K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-75- 30.0% |
$5.78K - $6.79K
|
175
$14.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 3.31% |
$231K - $272K
|
87.6K
$7.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-174- 2.26% |
$13.4K - $15.8K
|
7.53K
$631K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-573- 18.64% |
$44.1K - $51.9K
|
2.5K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 16.82% |
$46.2K - $54.3K
|
2.97K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9+ 0.19% |
$693 - $815
|
4.66K
$391K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.43K- 8.49% |
$187K - $220K
|
26.2K
$2.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-121- 2.58% |
$9.32K - $11K
|
4.56K
$382K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 11.67% |
$35.4K - $41.6K
|
4.4K
$369K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.8% |
$1.93K - $2.26K
|
3.11K
$260K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$130K
|