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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 4.38% |
$220K - $254K
|
58.9K
$4.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.31KClosed |
$188K - $217K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.14K- 1.65% |
$92.9K - $107K
|
67.8K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.33K- 1.79% |
$272K - $314K
|
183K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.48K- 34.13% |
$202K - $233K
|
4.78K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-348- 4.02% |
$28.4K - $32.8K
|
8.3K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 10.16% |
$227K - $263K
|
24.7K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
350+ 5.76% |
$28.5K - $33K
|
6.42K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-50- 0.16% |
$4.08K - $4.71K
|
32K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
52.6KNew |
$4.29M - $4.95M
|
52.6K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
15.4K+ 1.76% |
$1.25M - $1.45M
|
890K
$74.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-31- 0.38% |
$2.53K - $2.92K
|
8.1K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
493+ 11.2% |
$40.2K - $46.4K
|
4.89K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
874+ 8.93% |
$71.2K - $82.3K
|
10.7K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
140K+ 34.69% |
$11.4M - $13.2M
|
545K
$45.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.03K+ 83.74% |
$247K - $285K
|
6.65K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 1.84% |
$9.62K - $11.1K
|
6.54K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
43.6K+ 14.38% |
$3.56M - $4.11M
|
347K
$28.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
53+ 0.07% |
$4.32K - $4.99K
|
73.9K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 3.51% |
$2.53K - $2.92K
|
913
$76K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.65K- 55.1% |
$135K - $156K
|
1.35K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
340+ 10.28% |
$27.7K - $32K
|
3.65K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.29% |
$1.14K - $1.32K
|
4.73K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
110+ 5.51% |
$8.97K - $10.4K
|
2.11K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
288+ 8.87% |
$23.5K - $27.1K
|
3.53K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-41- 0.09% |
$3.34K - $3.86K
|
43.9K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
529+ 2.69% |
$43.1K - $49.8K
|
20.2K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
586+ 10.27% |
$47.8K - $55.2K
|
6.29K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.42% |
$40.8K - $47.1K
|
34.6K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.84% |
$1.06K - $1.22K
|
1.56K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.3KNew |
$1.57M - $1.81M
|
19.3K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-232- 2.22% |
$18.9K - $21.8K
|
10.2K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 2.47% |
$11.4K - $13.2K
|
5.81K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-187- 0.29% |
$15.2K - $17.6K
|
63.4K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-123- 3.58% |
$10K - $11.6K
|
3.31K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-125- 1.2% |
$10.2K - $11.8K
|
10.3K
$854K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
132+ 3.07% |
$10.8K - $12.4K
|
4.43K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-922- 1.8% |
$75.1K - $86.8K
|
50.2K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.84K+ 4.08% |
$476K - $549K
|
149K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.2K- 0.96% |
$2.06M - $2.38M
|
2.59M
$216M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$16K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.63KNew |
$214K - $248K
|
2.63K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
118KNew |
$9.6M - $11.1M
|
118K
$9.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-727- 14.72% |
$59.3K - $68.4K
|
4.21K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.71KNew |
$629K - $726K
|
7.71K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-24- 0.57% |
$1.96K - $2.26K
|
4.2K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 14.45% |
$7.99K - $9.23K
|
580
$48.3K
|