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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4K+ 18.8% |
$921K - $1.06M
|
71.9K
$6.66M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.33K- 41.98% |
$269K - $309K
|
4.6K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
3.53KNew |
$286K - $328K
|
3.53K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 1.16% |
$101K - $116K
|
109K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3+ 0.06% |
$243 - $279
|
4.67K
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.17K- 32.19% |
$176K - $202K
|
4.57K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
480+ 657.53% |
$38.9K - $44.6K
|
553
$51.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.61K+ 2.66% |
$212K - $243K
|
101K
$9.36M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
45+ 1.29% |
$3.64K - $4.18K
|
3.54K
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$16.2K - $18.6K
|
200
$18.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$324 - $372
|
5.72K
$530K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
822+ 16.15% |
$66.5K - $76.4K
|
5.91K
$548K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
648+ 6.43% |
$52.5K - $60.2K
|
10.7K
$995K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-164- 1.63% |
$13.3K - $15.2K
|
9.87K
$915K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.36K+ 18.09% |
$191K - $219K
|
15.4K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.13KNew |
$739K - $849K
|
9.13K
$846K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.49K- 15.18% |
$201K - $231K
|
13.9K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-13.9K- 1.78% |
$1.13M - $1.29M
|
766K
$71M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 6.31% |
$1.54K - $1.77K
|
320
$29.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
398+ 7.54% |
$32.2K - $37K
|
5.68K
$526K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-686- 46.92% |
$55.5K - $63.8K
|
776
$71.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
66+ 1.72% |
$5.34K - $6.14K
|
3.91K
$362K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-154- 1.34% |
$12.5K - $14.3K
|
11.3K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 8.0% |
$18.2K - $20.9K
|
2.59K
$240K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$208K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
595+ 22.45% |
$48.2K - $55.3K
|
3.25K
$301K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$771K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
145New |
$11.8K - $13.7K
|
145
$13.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.03K- 5.17% |
$84.2K - $97.3K
|
19K
$1.76M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50.2K- 2.6% |
$4.09M - $4.72M
|
1.88M
$174M
|
|
|
Jun 27, 2025
Q4 2024
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
4.63KNew |
$378K - $436K
|
4.63K
$429K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-229- 0.7% |
$18.7K - $21.6K
|
32.7K
$3.03M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4.56KNew |
$372K - $429K
|
4.56K
$423K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.2K+ 7.05% |
$2.87M - $3.31M
|
534K
$49.5M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.56K+ 21.05% |
$127K - $146K
|
8.95K
$829K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
80.1K+ 4.08% |
$6.53M - $7.54M
|
2.05M
$190M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
16.7K+ 5.19% |
$1.36M - $1.58M
|
339K
$31.4M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
263+ 10.98% |
$21.4K - $24.8K
|
2.66K
$246K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.89KNew |
$236K - $272K
|
2.89K
$268K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
9.4KNew |
$766K - $885K
|
9.4K
$871K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
343New |
$28K - $32.3K
|
343
$31.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.78KNew |
$145K - $167K
|
1.78K
$165K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.68K+ 12.04% |
$219K - $253K
|
25K
$2.32M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
89New |
$7.25K - $8.38K
|
89
$8.25K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 0.37% |
$1.55K - $1.79K
|
5.13K
$476K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.73K- 4.78% |
$304K - $351K
|
74.3K
$6.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$387K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.98KNew |
$243K - $280K
|
2.98K
$276K
|
|