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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
3.08KNew |
$237K - $278K
|
3.08K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.37KNew |
$413K - $486K
|
5.37K
$497K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$186K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310- 33.44% |
$23.9K - $28.1K
|
617
$57.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$77 - $90.5
|
1
$92.7
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-359- 29.33% |
$27.6K - $32.5K
|
865
$80.2K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.6KNew |
$1.81M - $2.13M
|
23.6K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$20.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 5.34% |
$15K - $17.7K
|
3.46K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-121- 2.58% |
$9.32K - $11K
|
4.56K
$423K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$144K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
9+ 0.2% |
$610 - $726
|
4.48K
$415K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.8KClosed |
$189K - $226K
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-326- 0.84% |
$22.1K - $26.3K
|
38.5K
$3.57M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.36KNew |
$160K - $190K
|
2.36K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
674+ 19.46% |
$45.7K - $54.4K
|
4.14K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
163New |
$11K - $13.2K
|
163
$15.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-660K- 27.52% |
$44.8M - $53.3M
|
1.74M
$161M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.26K+ 91.7% |
$560K - $667K
|
17.3K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-600K- 49.54% |
$40.7M - $48.4M
|
611K
$56.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.3K- 25.49% |
$695K - $828K
|
30K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
26.7KNew |
$1.81M - $2.15M
|
26.7K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
48.5KNew |
$3.29M - $3.92M
|
48.5K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31- 0.53% |
$2.1K - $2.5K
|
5.8K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
36.8KNew |
$2.49M - $2.97M
|
36.8K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
57.3KNew |
$3.88M - $4.62M
|
57.3K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.93KNew |
$266K - $317K
|
3.93K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
PUT |
125KNew |
$8.47M - $10.1M
|
125K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.1% |
$1.56K - $1.86K
|
23.2K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-30- 23.08% |
$2.03K - $2.42K
|
100
$9.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$3.32K - $3.95K
|
49
$4.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-693- 14.77% |
$47K - $55.9K
|
4K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.37K+ 35.55% |
$92.6K - $110K
|
5.21K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
28.2KNew |
$1.91M - $2.28M
|
28.2K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.85KNew |
$464K - $553K
|
6.85K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
192KNew |
$13M - $15.5M
|
192K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15K- 0.02% |
$1.02M - $1.21M
|
77.7M
$7.2B
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.87KNew |
$195K - $232K
|
2.87K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.78KNew |
$391K - $466K
|
5.78K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-75- 1.25% |
$5.08K - $6.05K
|
5.91K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.41K- 9.97% |
$231K - $275K
|
30.8K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.39% |
$6.78K - $8.07K
|
7.09K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.58KNew |
$175K - $208K
|
2.58K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20+ 0.49% |
$1.36K - $1.61K
|
4.08K
$378K
|
|