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 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.2
|
8.31K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$815 - $942
|
10
$927
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-725- 45.45% |
$59.1K - $68.3K
|
870
$80.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
310New |
$25.3K - $29.2K
|
310
$28.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 10.64% |
$40.8K - $47.1K
|
4.2K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 2.02% |
$8.15K - $9.42K
|
4.86K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-724- 89.94% |
$59K - $68.2K
|
81
$7.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-67- 1.0% |
$5.46K - $6.31K
|
6.66K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-448- 3.28% |
$36.5K - $42.2K
|
13.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 16.85% |
$2.53K - $2.92K
|
153
$14.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 3.33% |
$16.3K - $18.8K
|
5.81K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 46.5% |
$400K - $463K
|
5.65K
$524K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
526+ 1.91% |
$42.9K - $49.5K
|
28.1K
$2.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.6% |
$105K - $122K
|
48.4K
$4.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.77K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.89K- 16.53% |
$562K - $649K
|
34.8K
$3.23M
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-137- 2.97% |
$10.5K - $12.4K
|
4.48K
$415K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$15.4K - $18.1K
|
200
$18.5K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
306New |
$23.6K - $27.7K
|
306
$28.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$885K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-365- 9.14% |
$28.1K - $33K
|
3.63K
$336K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.73K+ 161.11% |
$595K - $699K
|
12.5K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 8.05% |
$9.63K - $11.3K
|
1.68K
$156K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
171+ 4.72% |
$13.2K - $15.5K
|
3.79K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.55K- 18.09% |
$119K - $140K
|
7.02K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
337+ 1.91% |
$25.9K - $30.5K
|
17.9K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200+ 133.33% |
$15.4K - $18.1K
|
350
$32.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-200- 7.41% |
$15.4K - $18.1K
|
2.5K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
3.4KNew |
$262K - $308K
|
3.4K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
75+ 2.68% |
$5.78K - $6.79K
|
2.88K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-4.5K- 28.66% |
$347K - $407K
|
11.2K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
200New |
$15.4K - $18.1K
|
200
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 0.37% |
$1.69K - $1.99K
|
5.99K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 1.72% |
$11.6K - $13.6K
|
8.58K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
5.15K+ 12.82% |
$397K - $466K
|
45.4K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
250KNew |
$19.2M - $22.6M
|
250K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.4KNew |
$1.34M - $1.58M
|
17.4K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.11KNew |
$470K - $553K
|
6.11K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.79KNew |
$754K - $886K
|
9.79K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4K- 33.0% |
$308K - $362K
|
8.12K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
14.2KNew |
$1.09M - $1.29M
|
14.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
1.2K+ 0.26% |
$92.4K - $109K
|
459K
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-420- 13.59% |
$32.3K - $38K
|
2.67K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-23.4K- 9.02% |
$1.8M - $2.12M
|
236K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$9.24K - $10.9K
|
120
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.77K- 15.57% |
$367K - $431K
|
25.8K
$2.39M
|
|