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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.1K+ 12.65% |
$283K - $310K
|
36.5K
$3.06M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-79- 5.0% |
$5.45K - $5.98K
|
1.5K
$126K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
692+ 2.79% |
$47.7K - $52.4K
|
25.5K
$2.13M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.5K- 36.44% |
$2.45M - $2.69M
|
61.9K
$5.19M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-43Closed |
$2.97K - $3.25K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
428New |
$29.5K - $32.4K
|
428
$35.9K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
582+ 2.45% |
$40.1K - $44K
|
24.4K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
222New |
$15.3K - $16.8K
|
222
$18.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
8.26KNew |
$570K - $625K
|
8.26K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$610K - $669K
|
8.84K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
71.6KNew |
$4.94M - $5.42M
|
71.6K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
71.6KNew |
$4.94M - $5.42M
|
71.6K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.14K- 26.68% |
$493K - $540K
|
19.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-278- 8.74% |
$19.2K - $21K
|
2.9K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
60KNew |
$4.14M - $4.54M
|
60K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-726- 33.77% |
$50.1K - $54.9K
|
1.42K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.34% |
$1.1K - $1.21K
|
4.74K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1K- 13.62% |
$69K - $75.7K
|
6.34K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55.7KNew |
$3.84M - $4.21M
|
55.7K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.23M - $1.34M
|
17.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.1K- 41.5% |
$145K - $159K
|
2.96K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-213- 0.54% |
$14.7K - $16.1K
|
39K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.43KNew |
$98.9K - $108K
|
1.43K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
631KNew |
$43.5M - $47.7M
|
631K
$52.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-980- 20.04% |
$67.6K - $74.1K
|
3.91K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1.7MNew |
$117M - $129M
|
1.7M
$142M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 0.44% |
$2.48K - $2.72K
|
8.22K
$689K
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.2K+ 74.01% |
$221K - $242K
|
7.53K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400- 9.83% |
$27.6K - $30.3K
|
3.67K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.01K+ 28.56% |
$207K - $228K
|
13.5K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-85.5K- 46.66% |
$5.9M - $6.47M
|
97.8K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.51K+ 1233.06% |
$311K - $341K
|
4.88K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-415- 4.13% |
$28.6K - $31.4K
|
9.63K
$807K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.25KNew |
$224K - $246K
|
3.25K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
55.7K+ 1.11% |
$3.84M - $4.22M
|
5.09M
$427M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.58KNew |
$247K - $271K
|
3.58K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
2.7K+ 207.69% |
$186K - $204K
|
4K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.14K- 3.18% |
$78.6K - $86.2K
|
34.7K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 19.41% |
$72.5K - $79.5K
|
4.36K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$256K - $281K
|
3.71K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.47KNew |
$239K - $262K
|
3.47K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-625- 4.48% |
$43.1K - $47.3K
|
13.3K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.46KNew |
$446K - $489K
|
6.46K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
208New |
$14.3K - $15.7K
|
208
$17.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$207 - $227
|
2.95K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 7.89% |
$7.52K - $8.25K
|
1.27K
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 4.52% |
$9.79K - $10.7K
|
3K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.61K- 20.47% |
$180K - $198K
|
10.1K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
15+ 0.5% |
$1.03K - $1.13K
|
3.01K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
733+ 23.64% |
$50.6K - $55.5K
|
3.83K
$321K
|