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 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
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22.2K+ 426.07% |
$1.8M - $2.06M
|
27.4K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
534New |
$43.2K - $49.6K
|
534
$49.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-133- 4.25% |
$10.8K - $12.4K
|
3K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-134- 1.52% |
$10.8K - $12.5K
|
8.7K
$807K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.17% |
$648 - $744
|
4.78K
$443K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 16.04% |
$146K - $167K
|
13K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1- 0.02% |
$81 - $93
|
5.89K
$545K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.89K- 23.65% |
$234K - $268K
|
9.32K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
49+ 1.63% |
$3.97K - $4.56K
|
3.05K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-105- 0.57% |
$8.5K - $9.76K
|
18.4K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 5.86% |
$187K - $214K
|
37.1K
$3.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.64% |
$81 - $93
|
62
$5.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-300- 4.19% |
$24.3K - $27.9K
|
6.86K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-90- 0.44% |
$7.29K - $8.37K
|
20.2K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-575- 18.2% |
$46.6K - $53.5K
|
2.59K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.45KNew |
$199K - $228K
|
2.45K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
137+ 0.81% |
$11.1K - $12.7K
|
17K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$567 - $651
|
7
$649
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 50.0% |
$1.38K - $1.58K
|
51
$4.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-496- 2.65% |
$40.2K - $46.1K
|
18.2K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.62K+ 7.4% |
$293K - $337K
|
52.6K
$4.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.3K- 28.24% |
$1.24M - $1.42M
|
38.9K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
258+ 3.18% |
$20.9K - $24K
|
8.38K
$777K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
37+ 0.3% |
$3K - $3.44K
|
12.4K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
103+ 0.14% |
$8.34K - $9.57K
|
74K
$6.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-446- 3.75% |
$36.1K - $41.5K
|
11.4K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.3% |
$2.59K - $2.97K
|
10.5K
$977K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 1.63% |
$7.85K - $9.02K
|
5.86K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
228+ 4.58% |
$18.5K - $21.2K
|
5.21K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.05K- 22.54% |
$85K - $97.6K
|
3.61K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-22- 1.16% |
$1.78K - $2.05K
|
1.87K
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.4K+ 73.48% |
$920K - $1.06M
|
26.8K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
14+ 0.4% |
$1.13K - $1.3K
|
3.53K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
627+ 42.71% |
$50.8K - $58.3K
|
2.1K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.68KNew |
$379K - $435K
|
4.68K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$180K - $207K
|
2.23K
$206K
|