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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
110New |
$6.98K - $7.95K
|
110
$9.11K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $234K
|
3.24K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32.5KNew |
$2.06M - $2.35M
|
32.5K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-1.3K- 13.54% |
$82.5K - $93.9K
|
8.3K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.6KNew |
$228K - $260K
|
3.6K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.26K+ 2.62% |
$79.8K - $90.9K
|
49.4K
$4.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 7.61% |
$23.3K - $26.5K
|
5.19K
$430K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.29K- 4.46% |
$336K - $383K
|
113K
$9.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-210- 30.0% |
$13.3K - $15.2K
|
490
$40.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13- 0.09% |
$825 - $939
|
15.3K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$266K - $303K
|
4.2K
$348K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-782- 6.31% |
$49.6K - $56.5K
|
11.6K
$961K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
877New |
$55.6K - $63.4K
|
877
$72.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
754New |
$47.8K - $54.5K
|
754
$62.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-550- 64.71% |
$34.9K - $39.7K
|
300
$24.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-438- 91.82% |
$27.8K - $31.6K
|
39
$3.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
153+ 6.89% |
$9.71K - $11.1K
|
2.37K
$197K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$264K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
140New |
$8.88K - $10.1K
|
140
$11.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 59.93% |
$213K - $243K
|
2.25K
$186K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
142+ 3.26% |
$9.01K - $10.3K
|
4.5K
$372K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-296- 1.2% |
$18.8K - $21.4K
|
24.3K
$2.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
17+ 0.32% |
$1.08K - $1.23K
|
5.4K
$447K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 75.17% |
$580K - $661K
|
3.02K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.99K- 98.03% |
$126K - $144K
|
40
$3.31K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
169New |
$10.7K - $12.2K
|
169
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.09% |
$2.92K - $3.32K
|
4.19K
$347K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
336+ 192.0% |
$21.3K - $24.3K
|
511
$42.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.94KNew |
$187K - $213K
|
2.94K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-165- 3.1% |
$10.5K - $11.9K
|
5.15K
$427K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23New |
$1.46K - $1.66K
|
23
$1.91K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.67K+ 1.99% |
$106K - $121K
|
85.7K
$7.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-200- 0.73% |
$12.7K - $14.5K
|
27.1K
$2.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$66.2K - $75.4K
|
1.04K
$86.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
528New |
$33.5K - $38.2K
|
528
$43.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.72KNew |
$109K - $124K
|
1.72K
$142K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$81.6K - $92.9K
|
1.29K
$107K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13KNew |
$71.7K - $81.7K
|
1.13K
$93.6K
|
|
| Q3 2022 | |||||||
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 31.2% |
$97.6K - $115K
|
3.17K
$262K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.6KClosed |
$312K - $368K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$361K - $426K
|
5.31K
$440K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.14K+ 4.59% |
$77.7K - $91.6K
|
26.1K
$2.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
167+ 0.36% |
$11.4K - $13.4K
|
46.9K
$3.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
165+ 5.56% |
$11.2K - $13.2K
|
3.13K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-55- 0.54% |
$3.74K - $4.41K
|
10.2K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
323KNew |
$22M - $25.9M
|
323K
$26.8M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-270- 2.37% |
$18.4K - $21.6K
|
11.1K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.98KNew |
$678K - $800K
|
9.98K
$826K
|
|