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, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
9.68KNew |
$607K - $708K
|
9.68K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.4KNew |
$839K - $978K
|
13.4K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
3.66KNew |
$229K - $267K
|
3.66K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-157- 3.86% |
$9.85K - $11.5K
|
3.91K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1New |
$62.7 - $73.1
|
1
$92
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.01K+ 1.77% |
$252K - $293K
|
231K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.16KNew |
$387K - $450K
|
6.16K
$567K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
127+ 14.94% |
$7.96K - $9.28K
|
977
$89.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 88.1% |
$94.8K - $110K
|
204
$18.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-159K- 69.06% |
$9.94M - $11.6M
|
71K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.1K- 8.78% |
$69K - $80.4K
|
11.4K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
786New |
$49.3K - $57.4K
|
786
$72.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 6.85% |
$15.7K - $18.3K
|
3.4K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$4.7K - $5.48K
|
75
$6.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.4K- 99.67% |
$339K - $395K
|
18
$1.66K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-617- 14.82% |
$38.7K - $45.1K
|
3.55K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 10.39% |
$25.1K - $29.2K
|
3.45K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$439 - $512
|
4.42K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 2.06% |
$9.47K - $11K
|
7.19K
$661K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$67.7K - $78.9K
|
1.08K
$99.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-100- 7.69% |
$6.27K - $7.31K
|
1.2K
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-185- 3.41% |
$11.6K - $13.5K
|
5.24K
$481K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
101New |
$6.33K - $7.38K
|
101
$9.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 3.97% |
$10K - $11.7K
|
3.87K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.4K- 5.28% |
$1.03M - $1.2M
|
294K
$27.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18+ 0.38% |
$1.13K - $1.32K
|
4.72K
$434K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-44- 0.18% |
$2.76K - $3.22K
|
24.4K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.44K- 23.17% |
$90.4K - $105K
|
4.78K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 1.14% |
$2.01K - $2.34K
|
2.77K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$276K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$77.9K - $90.8K
|
1.24K
$114K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-160- 5.06% |
$10K - $11.7K
|
3K
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.2K+ 3.63% |
$326K - $380K
|
149K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-60- 0.48% |
$3.76K - $4.38K
|
12.5K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-142- 3.32% |
$8.9K - $10.4K
|
4.14K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
2.93KNew |
$183K - $214K
|
2.93K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
3.19KNew |
$200K - $233K
|
3.19K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.99K- 53.89% |
$564K - $657K
|
7.69K
$707K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-652- 9.85% |
$40.9K - $47.6K
|
5.97K
$549K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-16- 4.42% |
$1K - $1.17K
|
346
$31.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
39+ 0.04% |
$2.45K - $2.85K
|
90.1K
$8.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-27- 5.33% |
$1.69K - $1.97K
|
480
$44.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
107+ 9.27% |
$6.71K - $7.82K
|
1.26K
$116K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-633- 4.9% |
$39.7K - $46.3K
|
12.3K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-318- 4.55% |
$19.9K - $23.2K
|
6.67K
$614K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
595+ 5.1% |
$37.3K - $43.5K
|
12.3K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$1K - $1.17K
|
11K
$1.01M
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
298+ 9.16% |
$19.3K - $21.8K
|
3.55K
$326K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-100- 2.54% |
$6.47K - $7.31K
|
3.84K
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-30- 5.95% |
$1.94K - $2.19K
|
474
$43.6K
|
|