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 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.05% |
$385 - $453
|
9.96K
$923K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 8.13% |
$38.5K - $45.3K
|
5.65K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
338New |
$26K - $30.6K
|
338
$31.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
936+ 39.66% |
$72.1K - $84.7K
|
3.3K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.03KNew |
$233K - $274K
|
3.03K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 12.5% |
$5.7K - $6.7K
|
518
$48K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 1.99% |
$7.7K - $9.05K
|
4.92K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-124- 3.97% |
$9.55K - $11.2K
|
3K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 5.08% |
$1K - $1.18K
|
269
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$196K - $231K
|
2.55K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
37+ 0.73% |
$2.85K - $3.35K
|
5.09K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
497+ 5.73% |
$38.3K - $45K
|
9.17K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-265- 9.71% |
$20.4K - $24K
|
2.46K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
99New |
$7.62K - $8.96K
|
99
$9.18K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-5.65K- 32.79% |
$435K - $511K
|
11.6K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 14.86% |
$6.24K - $7.33K
|
464
$43K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 3.38% |
$1.16K - $1.36K
|
459
$42.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 45.86% |
$22.2K - $26.1K
|
340
$31.5K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$77 - $90.5
|
15
$1.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.54K+ 15.88% |
$427K - $502K
|
40.4K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.38KNew |
$183K - $215K
|
2.38K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
770+ 107.54% |
$59.3K - $69.7K
|
1.49K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
2.8K+ 2.98% |
$216K - $254K
|
96.7K
$8.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
121+ 5.82% |
$9.32K - $11K
|
2.2K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
21.1KNew |
$1.63M - $1.91M
|
21.1K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-45- 1.69% |
$3.47K - $4.07K
|
2.61K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.24KNew |
$249K - $293K
|
3.24K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-34- 2.49% |
$2.62K - $3.08K
|
1.33K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-500- 15.63% |
$38.5K - $45.3K
|
2.7K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$92.4K - $109K
|
1.2K
$111K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.96K- 59.19% |
$305K - $359K
|
2.73K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
146K+ 5.67% |
$11.2M - $13.2M
|
2.72M
$252M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 5.72% |
$3M - $3.52M
|
720K
$66.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.11% |
$385 - $453
|
4.58K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-250- 4.26% |
$19.3K - $22.6K
|
5.63K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8New |
$616 - $724
|
8
$741
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.39KNew |
$184K - $216K
|
2.39K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
222+ 0.31% |
$17.1K - $20.1K
|
71.8K
$6.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.85KNew |
$219K - $258K
|
2.85K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 2.17% |
$5.39K - $6.34K
|
3.15K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
340+ 3.71% |
$26.2K - $30.8K
|
9.5K
$880K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
233+ 388.33% |
$17.9K - $21.1K
|
293
$27.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-190- 2.72% |
$14.6K - $17.2K
|
6.8K
$630K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.56KNew |
$274K - $322K
|
3.56K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.35% |
$3.85K - $4.53K
|
14.3K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$177K - $209K
|
2.31K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.86K+ 33.82% |
$451K - $531K
|
23.2K
$2.15M
|