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 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
121New |
$7.83K - $8.84K
|
121
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32KNew |
$85.3K - $96.3K
|
1.32K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 23.73% |
$257K - $290K
|
12.7K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-516- 9.45% |
$33.4K - $37.7K
|
4.95K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$431K - $487K
|
6.66K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 5.0% |
$64.7 - $73.1
|
21
$1.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.48KNew |
$419K - $473K
|
6.48K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
144New |
$9.32K - $10.5K
|
144
$11.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.23K- 46.52% |
$79.6K - $89.9K
|
1.41K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
20.4KNew |
$1.32M - $1.49M
|
20.4K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$324 - $365
|
5
$414
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$259 - $292
|
4.01K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 181.82% |
$25.9K - $29.2K
|
620
$51.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.1K- 39.62% |
$136K - $153K
|
3.2K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72Closed |
$4.66K - $5.26K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$162K - $183K
|
2.5K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15K+ 86.98% |
$971K - $1.1M
|
32.2K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$257K - $290K
|
3.97K
$329K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
65+ 1.59% |
$4.21K - $4.75K
|
4.14K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-401- 2.23% |
$26K - $29.3K
|
17.6K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25KNew |
$210K - $237K
|
3.25K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-8.4K- 42.86% |
$544K - $614K
|
11.2K
$928K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$387K - $437K
|
5.98K
$495K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
599K+ 95.95% |
$38.8M - $43.8M
|
1.22M
$101M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100+ 6.66% |
$6.47K - $7.31K
|
1.6K
$133K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.9K - $14.6K
|
200
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.6KNew |
$1.01M - $1.14M
|
15.6K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.9KNew |
$253K - $285K
|
3.9K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.2KNew |
$207K - $234K
|
3.2K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-19.9K- 41.36% |
$1.29M - $1.45M
|
28.2K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
100+ 3.06% |
$6.47K - $7.31K
|
3.37K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 8.39% |
$685K - $773K
|
116K
$9.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
350+ 8.14% |
$22.7K - $25.6K
|
4.65K
$385K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.49K - $3.95K
|
54
$4.47K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$64.7 - $73.1
|
1.61K
$133K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
$1.94K - $2.19K
|
30
$2.48K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
28+ 0.62% |
$1.81K - $2.05K
|
4.56K
$377K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-800- 64.0% |
$51.8K - $58.5K
|
450
$37.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$228K - $257K
|
3.52K
$292K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$841 - $950
|
13
$1.08K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
724New |
$46.9K - $52.9K
|
724
$60K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 0.4% |
$841 - $950
|
3.25K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.48K+ 9.41% |
$160K - $181K
|
28.8K
$2.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
300K+ 38.46% |
$19.4M - $21.9M
|
1.08M
$89.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$232K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
429+ 0.96% |
$27.8K - $31.4K
|
44.9K
$3.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-305- 4.43% |
$19.7K - $22.3K
|
6.58K
$545K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
755+ 38.34% |
$48.9K - $55.2K
|
2.72K
$226K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2K- 12.64% |
$129K - $146K
|
13.8K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.86KNew |
$249K - $282K
|
3.86K
$319K
|