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 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
60+ 1.6% |
$3.98K - $4.33K
|
3.8K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8- 44.44% |
$530 - $578
|
10
$920
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-700- 22.8% |
$46.4K - $50.6K
|
2.37K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 9.09% |
$6.63K - $7.22K
|
1K
$92K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-979- 1.95% |
$64.9K - $70.7K
|
49.2K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$1.48M - $1.62M
|
22.4K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-9.42K- 62.93% |
$624K - $681K
|
5.55K
$510K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.1% |
$26.5K - $28.9K
|
18.6K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-258- 4.16% |
$17.1K - $18.6K
|
5.95K
$547K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.54KNew |
$102K - $111K
|
1.54K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
203+ 101.5% |
$13.4K - $14.7K
|
403
$37.1K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.4K- 28.55% |
$92.7K - $101K
|
3.5K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-519- 13.25% |
$34.4K - $37.5K
|
3.4K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
60KNew |
$3.98M - $4.33M
|
60K
$5.52M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.05K- 16.15% |
$69.6K - $75.9K
|
5.45K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.35KNew |
$288K - $314K
|
4.35K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-300- 8.7% |
$19.9K - $21.7K
|
3.15K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
553New |
$36.6K - $39.9K
|
553
$50.9K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-200- 3.31% |
$13.3K - $14.4K
|
5.84K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.41% |
$183K - $200K
|
53.9K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.6K+ 15.25% |
$172K - $188K
|
19.6K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.19% |
$66.3 - $72.2
|
85
$7.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7.7K- 29.41% |
$510K - $556K
|
18.5K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-59- 0.33% |
$3.91K - $4.26K
|
18.1K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-282- 39.0% |
$18.7K - $20.4K
|
441
$40.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.81KNew |
$186K - $203K
|
2.81K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.29K- 6.07% |
$151K - $165K
|
35.4K
$3.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-268- 2.5% |
$17.8K - $19.4K
|
10.5K
$961K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
257+ 1.0% |
$17K - $18.6K
|
25.8K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.78K- 26.02% |
$118K - $129K
|
5.06K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
600+ 12.44% |
$39.8K - $43.3K
|
5.42K
$499K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 4.15% |
$13.3K - $14.4K
|
4.62K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-148- 2.86% |
$9.81K - $10.7K
|
5.02K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-213- 23.96% |
$14.1K - $15.4K
|
676
$62.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-21.7K- 98.64% |
$1.44M - $1.57M
|
300
$27.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
105New |
$6.96K - $7.59K
|
105
$9.66K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$1.13K - $1.23K
|
3.9K
$359K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 2.49% |
$4.37K - $4.77K
|
2.59K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
87+ 145.0% |
$5.76K - $6.28K
|
147
$13.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
496+ 31.71% |
$32.9K - $35.8K
|
2.06K
$189K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 1.96% |
$265 - $289
|
200
$18.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-125- 1.81% |
$8.28K - $9.03K
|
6.79K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-150- 1.9% |
$9.94K - $10.8K
|
7.75K
$712K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
156New |
$10.3K - $11.3K
|
156
$14.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.2K- 26.34% |
$212K - $231K
|
8.95K
$823K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$2.86M - $3.12M
|
43.2K
$3.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$48K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.99% |
$19.9K - $21.7K
|
9.73K
$895K
|