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 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.97% |
$67.8 - $80.7
|
104
$8.83K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.86KNew |
$262K - $311K
|
3.86K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
125+ 3.03% |
$8.47K - $10.1K
|
4.25K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.4KNew |
$298K - $355K
|
4.4K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
87+ 5.57% |
$5.9K - $7.02K
|
1.65K
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-66- 1.11% |
$4.47K - $5.33K
|
5.89K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.59K- 23.71% |
$108K - $128K
|
5.11K
$434K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 4.79% |
$20.2K - $24.1K
|
5.92K
$503K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15+ 0.36% |
$1.02K - $1.21K
|
4.13K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.25M - $1.49M
|
18.5K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25.8KNew |
$1.75M - $2.08M
|
25.8K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-113- 5.57% |
$7.66K - $9.12K
|
1.92K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.48KNew |
$236K - $281K
|
3.48K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
105New |
$7.12K - $8.47K
|
105
$8.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
143+ 4.89% |
$9.69K - $11.5K
|
3.07K
$261K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-15- 0.07% |
$1.02K - $1.21K
|
22.7K
$1.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.23K+ 4.48% |
$83.6K - $99.6K
|
28.8K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.5K- 17.68% |
$102K - $121K
|
6.98K
$593K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.51K- 4.75% |
$102K - $122K
|
30.2K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
35New |
$2.37K - $2.82K
|
35
$2.97K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$67.8 - $80.7
|
717
$60.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-45- 1.06% |
$3.05K - $3.63K
|
4.2K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
BUY
|
- |
4.73K+ 27.03% |
$321K - $382K
|
22.2K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$813 - $969
|
3.75K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$25.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
2.56K+ 0.57% |
$173K - $206K
|
451K
$38.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.54% |
$407 - $484
|
1.1K
$93.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
179+ 1.87% |
$12.1K - $14.4K
|
9.77K
$830K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.16KNew |
$214K - $255K
|
3.16K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-688- 39.56% |
$46.6K - $55.5K
|
1.05K
$89.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1- 0.01% |
$67.8 - $80.7
|
8.23K
$699K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$88.4K - $105K
|
1.3K
$111K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
52New |
$3.52K - $4.2K
|
52
$4.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-247- 17.28% |
$16.7K - $19.9K
|
1.18K
$100K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-10K- 71.89% |
$678K - $807K
|
3.91K
$332K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13New |
$881 - $1.05K
|
13
$1.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
264New |
$17.9K - $21.3K
|
264
$22.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9- 8.26% |
$610 - $726
|
100
$8.49K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-650- 17.5% |
$44.1K - $52.5K
|
3.07K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 0.92% |
$16.9K - $20.2K
|
26.9K
$2.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-237- 7.06% |
$16.1K - $19.1K
|
3.12K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
41+ 1.04% |
$2.78K - $3.31K
|
3.99K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-185- 3.64% |
$12.5K - $14.9K
|
4.9K
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
193+ 2.7% |
$13.1K - $15.6K
|
7.35K
$624K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.86KNew |
$397K - $473K
|
5.86K
$498K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
69+ 1.35% |
$4.68K - $5.57K
|
5.2K
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
89+ 0.52% |
$6.03K - $7.18K
|
17.1K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.35K- 22.44% |
$91.4K - $109K
|
4.66K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-3.03K- 50.0% |
$205K - $244K
|
3.03K
$257K
|