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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47New |
$3.19K - $3.79K
|
47
$4.32K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-896- 1.29% |
$60.7K - $72.3K
|
68.7K
$6.31M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
650+ 15.35% |
$44.1K - $52.5K
|
4.89K
$449K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-684- 1.81% |
$45.3K - $49.4K
|
37.1K
$3.41M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.1MNew |
$672M - $733M
|
10.1M
$933M
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-359- 72.09% |
$23.8K - $25.9K
|
139
$12.8K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
91New |
$6.03K - $6.57K
|
91
$8.37K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-121- 44.65% |
$8.02K - $8.74K
|
150
$13.8K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-77- 2.29% |
$5.1K - $5.56K
|
3.29K
$303K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
150KNew |
$9.96M - $10.9M
|
150K
$13.8M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.54KNew |
$433K - $473K
|
6.54K
$602K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.87KNew |
$389K - $424K
|
5.87K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-74- 2.77% |
$4.9K - $5.35K
|
2.6K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.8KNew |
$384K - $419K
|
5.8K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.09K+ 6.41% |
$205K - $223K
|
51.3K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.84KNew |
$254K - $277K
|
3.84K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
462+ 9.72% |
$30.6K - $33.4K
|
5.22K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
634KNew |
$42M - $45.8M
|
634K
$58.3M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.03K+ 93.05% |
$200K - $219K
|
6.28K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
76.8KNew |
$5.09M - $5.55M
|
76.8K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-55- 1.4% |
$3.64K - $3.97K
|
3.88K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-45.2K- 38.12% |
$3M - $3.27M
|
73.4K
$6.75M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39+ 1.01% |
$2.58K - $2.82K
|
3.9K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-289- 8.08% |
$19.1K - $20.9K
|
3.29K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$861 - $939
|
5.39K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 64.59% |
$681K - $742K
|
5.63K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
151+ 3.73% |
$10K - $10.9K
|
4.19K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-406- 0.91% |
$26.9K - $29.3K
|
44K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.08M - $1.18M
|
16.3K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 3.47% |
$19.9K - $21.7K
|
8.34K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-128K- 81.56% |
$8.51M - $9.28M
|
29K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.6K- 7.52% |
$1.1M - $1.2M
|
205K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85.8K+ 72.64% |
$5.68M - $6.2M
|
204K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
408+ 47.17% |
$27K - $29.5K
|
1.27K
$117K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.12KNew |
$74.3K - $81K
|
1.12K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
7KNew |
$464K - $506K
|
7K
$644K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-786- 0.28% |
$52.1K - $56.8K
|
276K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78K+ 9.56% |
$5.16M - $5.63M
|
893K
$82.2M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.43KNew |
$359K - $392K
|
5.43K
$499K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84.5KNew |
$5.6M - $6.1M
|
84.5K
$7.77M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.47K+ 30.35% |
$561K - $612K
|
36.4K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$66.3 - $72.2
|
5.14K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.51% |
$729 - $795
|
2.16K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$92K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.76K+ 0.4% |
$249K - $272K
|
933K
$85.8M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-316- 9.81% |
$20.9K - $22.8K
|
2.91K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.5K+ 86.21% |
$166K - $181K
|
5.4K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-169- 5.57% |
$11.2K - $12.2K
|
2.87K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
35+ 0.82% |
$2.32K - $2.53K
|
4.29K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.4K- 19.27% |
$690K - $752K
|
43.6K
$4.01M
|
|