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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87- 2.06% |
$5.9K - $7.02K
|
4.14K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62.6KNew |
$4.24M - $5.05M
|
62.6K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.84KNew |
$192K - $229K
|
2.84K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.39% |
$6.78K - $8.07K
|
7.09K
$602K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$149K - $178K
|
2.2K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 15.19% |
$69.2K - $82.4K
|
5.7K
$484K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.58KNew |
$175K - $208K
|
2.58K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20+ 0.49% |
$1.36K - $1.61K
|
4.08K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.03% |
$203 - $242
|
295
$25.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
43New |
$2.91K - $3.47K
|
43
$3.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
262+ 0.18% |
$17.8K - $21.1K
|
146K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50+ 41.67% |
$3.39K - $4.04K
|
170
$14.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
19.2KNew |
$1.3M - $1.55M
|
19.2K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-211- 1.99% |
$14.3K - $17K
|
10.4K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-14- 0.22% |
$949 - $1.13K
|
6.44K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.92KNew |
$130K - $155K
|
1.92K
$163K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-14.1K- 76.86% |
$953K - $1.13M
|
4.23K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
97+ 2.47% |
$6.57K - $7.83K
|
4.02K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330New |
$22.4K - $26.6K
|
330
$28K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.56K- 77.56% |
$105K - $126K
|
450
$38.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.22K- 21.45% |
$82.4K - $98.1K
|
4.45K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.82KNew |
$259K - $309K
|
3.82K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.69KNew |
$183K - $217K
|
2.69K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58New |
$3.93K - $4.68K
|
58
$4.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.8K- 8.88% |
$529K - $630K
|
80K
$6.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 4.37% |
$2.3K - $2.74K
|
744
$63.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.85KNew |
$261K - $311K
|
3.85K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-623- 0.88% |
$42.2K - $50.3K
|
70.5K
$5.99M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
10+ 0.24% |
$678 - $807
|
4.13K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 19.65% |
$6.78K - $8.07K
|
409
$34.7K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
293+ 1.14% |
$19.9K - $23.6K
|
26.1K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.92K- 80.87% |
$672K - $800K
|
2.35K
$199K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-23.5K- 81.74% |
$1.6M - $1.9M
|
5.26K
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-43.9K- 19.48% |
$2.98M - $3.54M
|
182K
$15.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
5.14KNew |
$348K - $415K
|
5.14K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$3.39K - $4.04K
|
17.3K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 0.15% |
$949 - $1.13K
|
9.25K
$786K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1+ 1.39% |
$67.8 - $80.7
|
73
$6.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.37K- 18.91% |
$228K - $272K
|
14.4K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-59- 6.75% |
$4K - $4.76K
|
815
$69.2K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
715+ 77.55% |
$48.5K - $57.7K
|
1.64K
$139K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.34KNew |
$362K - $431K
|
5.34K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.19K- 98.75% |
$80.5K - $95.9K
|
15
$1.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
100New |
$6.78K - $8.07K
|
100
$8.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 32.96% |
$7.93K - $9.44K
|
238
$20.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.93% |
$3.39K - $4.04K
|
5.41K
$459K
|