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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.42KNew |
$264K - $310K
|
3.42K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
66+ 0.23% |
$5.08K - $5.97K
|
29K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
31+ 0.32% |
$2.39K - $2.81K
|
9.61K
$890K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
10.5K+ 368.13% |
$806K - $947K
|
13.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-39- 0.03% |
$3K - $3.53K
|
121K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
35.9KNew |
$2.77M - $3.25M
|
35.9K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$770 - $905
|
6.39K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-7.4K- 13.26% |
$570K - $670K
|
48.4K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.8KNew |
$370K - $434K
|
4.8K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
25.5K+ 22.21% |
$1.96M - $2.3M
|
140K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$385 - $453
|
10.5K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.85K+ 43.57% |
$143K - $168K
|
6.1K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-166- 4.35% |
$12.8K - $15K
|
3.65K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
411+ 8.13% |
$31.6K - $37.2K
|
5.47K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$882K - $1.04M
|
11.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.32KNew |
$179K - $210K
|
2.32K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
651+ 11.66% |
$50.1K - $58.9K
|
6.23K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 80.46% |
$16.2K - $19K
|
51
$4.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.38K+ 50.29% |
$337K - $396K
|
13.1K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-550- 1.24% |
$42.4K - $49.8K
|
43.9K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
350New |
$27K - $31.7K
|
350
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-424- 6.59% |
$32.6K - $38.4K
|
6.01K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
42.7K+ 255.51% |
$3.29M - $3.87M
|
59.4K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 5.16% |
$15.4K - $18.1K
|
3.67K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$104K - $123K
|
1.36K
$126K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-473- 17.35% |
$36.4K - $42.8K
|
2.25K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$110K - $130K
|
1.43K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.01KNew |
$77.5K - $91.1K
|
1.01K
$93.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-334- 61.28% |
$25.7K - $30.2K
|
211
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.46K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
376+ 10.52% |
$29K - $34K
|
3.95K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-112- 0.29% |
$8.62K - $10.1K
|
38.8K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.9K- 89.47% |
$1.91M - $2.25M
|
2.93K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-8.37K- 15.58% |
$644K - $757K
|
45.3K
$4.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$7.32K - $8.6K
|
95
$8.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550+ 7.38% |
$42.4K - $49.8K
|
8.01K
$742K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
121+ 4.46% |
$9.32K - $11K
|
2.84K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.93KNew |
$226K - $266K
|
2.93K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
132New |
$10.2K - $11.9K
|
132
$12.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-14.8K- 23.85% |
$1.14M - $1.34M
|
47.1K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-16.7K- 49.12% |
$1.29M - $1.51M
|
17.3K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.34% |
$77 - $90.5
|
296
$27.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.83K- 3.27% |
$141K - $166K
|
54.1K
$5.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.28KNew |
$175K - $206K
|
2.28K
$211K
|