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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-24- 0.57% |
$1.96K - $2.26K
|
4.2K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-907K- 99.84% |
$73.9M - $85.4M
|
1.45K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
29.1K+ 388.69% |
$2.37M - $2.74M
|
36.5K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450- 14.53% |
$36.7K - $42.4K
|
2.65K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 46.51% |
$8.15K - $9.42K
|
115
$10.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$660K - $763K
|
8.1K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.41% |
$1.39K - $1.6K
|
4.18K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
319New |
$26K - $30K
|
319
$29.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.8K+ 67.51% |
$309K - $357K
|
9.42K
$873K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.72K- 1.47% |
$222K - $256K
|
182K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4KNew |
$2.8M - $3.24M
|
34.4K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 0.94% |
$3.26K - $3.77K
|
4.23K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-165- 2.23% |
$13.4K - $15.5K
|
7.24K
$671K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 0.72% |
$4.08K - $4.71K
|
6.99K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
475+ 12.61% |
$38.7K - $44.7K
|
4.24K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$13.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-400- 8.97% |
$32.6K - $37.7K
|
4.06K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$81.5 - $94.2
|
1
$92.7
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
893+ 6.22% |
$72.8K - $84.1K
|
15.2K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-189- 0.58% |
$15.4K - $17.8K
|
32.2K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-189- 25.34% |
$15.4K - $17.8K
|
557
$51.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$5.13K - $5.93K
|
63
$5.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$221K - $256K
|
2.72K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$81.5 - $94.2
|
3.02K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 2.61% |
$12.6K - $14.6K
|
5.78K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 50.0% |
$20.4K - $23.5K
|
750
$69.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-539- 15.65% |
$43.9K - $50.7K
|
2.91K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 20.0% |
$408 - $471
|
30
$2.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
61+ 0.88% |
$4.97K - $5.74K
|
6.96K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-165- 4.15% |
$13.4K - $15.5K
|
3.81K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 7.19% |
$91.3K - $105K
|
14.5K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-350- 4.35% |
$28.5K - $33K
|
7.69K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.42KNew |
$523K - $604K
|
6.42K
$595K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$1.47K - $1.69K
|
2.43K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-12K- 26.67% |
$978K - $1.13M
|
33K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.61% |
$163 - $188
|
126
$11.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 8.4% |
$57.1K - $65.9K
|
9.03K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.07% |
$163 - $188
|
2.7K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.35% |
$4.08K - $4.71K
|
14.2K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 8.19% |
$21K - $24.3K
|
2.89K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
229+ 9.34% |
$18.7K - $21.6K
|
2.68K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 30.77% |
$16.3K - $18.8K
|
450
$41.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$118K
|