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 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350New |
$21.8K - $25.4K
|
350
$29.3K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
86.5KNew |
$5.39M - $6.27M
|
86.5K
$7.25M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.26M - $1.47M
|
20.2K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-63- 1.32% |
$3.93K - $4.57K
|
4.71K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.04KNew |
$64.5K - $75K
|
1.04K
$86.7K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
CALL |
50KNew |
$3.12M - $3.63M
|
50K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
600New |
$37.4K - $43.5K
|
600
$50.3K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11K- 93.4% |
$685K - $797K
|
776
$65K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-18- 45.0% |
$1.12K - $1.31K
|
22
$1.84K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.92KNew |
$182K - $212K
|
2.92K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$62.3 - $72.5
|
4.91K
$412K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 25.0% |
$6.23K - $7.25K
|
500
$41.9K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 38.18% |
$111K - $129K
|
2.89K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.59K- 41.73% |
$286K - $333K
|
6.41K
$537K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1K- 58.82% |
$62.3K - $72.5K
|
700
$58.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.15K- 16.08% |
$71.8K - $83.5K
|
6.01K
$504K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3KNew |
$187K - $218K
|
3K
$251K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-60- 0.9% |
$3.74K - $4.35K
|
6.63K
$555K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
28+ 0.33% |
$1.74K - $2.03K
|
8.62K
$722K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
314New |
$19.6K - $22.8K
|
314
$26.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 1.49% |
$10.3K - $12K
|
11.3K
$943K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.3K+ 37.95% |
$80.7K - $93.9K
|
4.71K
$394K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-122- 2.24% |
$7.6K - $8.85K
|
5.33K
$447K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9+ 0.11% |
$561 - $653
|
8.02K
$672K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
760+ 14.4% |
$47.4K - $55.1K
|
6.04K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$852K - $991K
|
13.7K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.21% |
$499 - $580
|
3.82K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 1.46% |
$2.68K - $3.12K
|
2.99K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
30+ 0.18% |
$1.87K - $2.18K
|
17K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-97- 2.98% |
$6.05K - $7.03K
|
3.16K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 6.55% |
$20.8K - $24.1K
|
4.75K
$398K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
136+ 0.27% |
$8.48K - $9.86K
|
51.2K
$4.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.91KNew |
$181K - $211K
|
2.91K
$244K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$701K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$701K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.3K- 93.88% |
$701K - $816K
|
734
$61.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
101KNew |
$6.29M - $7.31M
|
101K
$8.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
91+ 1.07% |
$5.67K - $6.6K
|
8.59K
$719K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
600+ 4.92% |
$37.4K - $43.5K
|
12.8K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-40- 21.05% |
$2.49K - $2.9K
|
150
$12.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 33.77% |
$169K - $197K
|
10.8K
$901K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.02KNew |
$188K - $219K
|
3.02K
$253K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.19K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
477New |
$30.3K - $34.5K
|
477
$40K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1K- 14.94% |
$63.4K - $72.3K
|
5.69K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-847- 8.65% |
$53.7K - $61.2K
|
8.94K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 15.51% |
$82.5K - $93.9K
|
7.08K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
504+ 2.36% |
$32K - $36.4K
|
21.8K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.19K
|
|