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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-400- 38.76% |
$32.4K - $37.2K
|
632
$58.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
383New |
$31K - $35.6K
|
383
$35.2K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.08% |
$324 - $372
|
4.87K
$448K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
235New |
$19K - $21.8K
|
235
$21.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
106+ 1.83% |
$8.58K - $9.85K
|
5.91K
$543K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-730- 13.22% |
$59.1K - $67.9K
|
4.79K
$441K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.35K- 4.82% |
$190K - $218K
|
46.4K
$4.27M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
117K+ 1827.91% |
$9.44M - $10.8M
|
123K
$11.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.6K+ 9.27% |
$1.99M - $2.28M
|
290K
$26.6M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
715+ 2.58% |
$57.9K - $66.5K
|
28.5K
$2.62M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
146+ 0.79% |
$11.8K - $13.6K
|
18.5K
$1.7M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.14K- 77.53% |
$254K - $292K
|
909
$83.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.9K- 34.43% |
$884K - $1.02M
|
20.8K
$1.91M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-74- 1.21% |
$5.99K - $6.88K
|
6.04K
$556K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.06KNew |
$410K - $470K
|
5.06K
$465K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
100+ 3.63% |
$8.1K - $9.3K
|
2.86K
$263K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
53K+ 33.76% |
$4.29M - $4.93M
|
210K
$19.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.21K- 22.87% |
$341K - $391K
|
14.2K
$1.31M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.8KNew |
$954K - $1.1M
|
11.8K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.34K- 1.75% |
$108K - $124K
|
75K
$6.9M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.87KNew |
$151K - $173K
|
1.87K
$172K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
30.6K+ 35.84% |
$2.48M - $2.85M
|
116K
$10.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-401- 8.44% |
$32.5K - $37.3K
|
4.35K
$400K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.2K- 25.5% |
$259K - $298K
|
9.36K
$860K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-452K- 8.68% |
$36.6M - $42M
|
4.76M
$437M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-158- 2.27% |
$12.8K - $14.7K
|
6.8K
$626K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87+ 2.12% |
$7.04K - $8.09K
|
4.19K
$385K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67K+ 73.06% |
$135K - $155K
|
3.94K
$363K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
208+ 2.67% |
$16.8K - $19.3K
|
8.01K
$737K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.07K+ 17.51% |
$410K - $471K
|
34K
$3.13M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$324 - $372
|
4
$368
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29+ 0.72% |
$2.35K - $2.7K
|
4.07K
$374K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.04% |
$324 - $372
|
9.17K
$843K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
513+ 2.23% |
$41.5K - $47.7K
|
23.5K
$2.16M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$810 - $930
|
10
$920
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 6.67% |
$2.02K - $2.32K
|
350
$32.2K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
210New |
$17K - $19.5K
|
210
$19.3K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-103- 17.52% |
$8.34K - $9.57K
|
485
$44.6K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.82KNew |
$228K - $262K
|
2.82K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.51M - $1.73M
|
18.6K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
280+ 6.85% |
$22.7K - $26K
|
4.37K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
307K+ 406.34% |
$24.8M - $28.5M
|
382K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-56.1K- 68.34% |
$4.54M - $5.22M
|
26K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-202- 0.84% |
$16.4K - $18.8K
|
24K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-1.45K- 9.11% |
$117K - $135K
|
14.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
100KNew |
$8.11M - $9.31M
|
100K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.66K+ 8.46% |
$782K - $898K
|
124K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-112K- 11.24% |
$9.09M - $10.4M
|
886K
$81.5M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-12K- 63.16% |
$972K - $1.12M
|
7K
$644K
|