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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.8KNew |
$146K - $169K
|
1.8K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.82KNew |
$637K - $736K
|
7.82K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$16.3K - $18.8K
|
200
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$1.14K - $1.32K
|
14
$1.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 4.76% |
$81.5 - $94.2
|
22
$2.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.45K+ 11.76% |
$281K - $325K
|
32.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 14.53% |
$1.39K - $1.6K
|
100
$9.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 16.65% |
$101K - $117K
|
6.2K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
242New |
$19.7K - $22.8K
|
242
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.47KNew |
$201K - $232K
|
2.47K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$2.12K - $2.45K
|
26
$2.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15KNew |
$1.22M - $1.41M
|
15K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12K- 9.9% |
$980K - $1.13M
|
109K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 28.82% |
$912K - $1.05M
|
27.6K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.02KNew |
$83.1K - $96K
|
1.02K
$94.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
23.1K+ 28.88% |
$1.88M - $2.17M
|
103K
$9.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-56- 0.38% |
$4.56K - $5.27K
|
14.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.09% |
$5.79K - $6.68K
|
3.47K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.82% |
$3.75K - $4.33K
|
5.63K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
5KNew |
$408K - $471K
|
5K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-266- 5.61% |
$21.7K - $25K
|
4.47K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
375+ 16.17% |
$30.6K - $35.3K
|
2.69K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
6.32KNew |
$515K - $595K
|
6.32K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 18.65% |
$101K - $117K
|
5.4K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17New |
$1.39K - $1.6K
|
17
$1.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.86KNew |
$559K - $645K
|
6.86K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
17.4KNew |
$1.42M - $1.64M
|
17.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-13K- 6.9% |
$1.06M - $1.22M
|
175K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.75KNew |
$224K - $259K
|
2.75K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.51KNew |
$204K - $236K
|
2.51K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-294- 6.07% |
$24K - $27.7K
|
4.55K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.08K- 37.11% |
$414K - $479K
|
8.61K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-552- 16.94% |
$45K - $52K
|
2.71K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.41K+ 4.06% |
$197K - $227K
|
61.8K
$5.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.6KNew |
$863K - $996K
|
10.6K
$981K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-15- 0.14% |
$1.22K - $1.41K
|
10.4K
$962K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.11K- 47.75% |
$172K - $199K
|
2.31K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35New |
$2.85K - $3.3K
|
35
$3.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.53% |
$1.47K - $1.69K
|
3.44K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 0.24% |
$6.11K - $7.06K
|
30.8K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.72% |
$245 - $282
|
418
$38.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-15- 0.45% |
$1.22K - $1.41K
|
3.34K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
10KNew |
$815K - $942K
|
10K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.58KNew |
$292K - $337K
|
3.58K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6- 0.09% |
$489 - $565
|
6.81K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-151- 4.8% |
$12.3K - $14.2K
|
2.99K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-150- 5.28% |
$12.2K - $14.1K
|
2.69K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.52KNew |
$287K - $331K
|
3.52K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-19- 1.57% |
$1.55K - $1.79K
|
1.19K
$110K
|