Latest Institutional Transactions on Southern CO (SO)

SO Quotes by TradingView

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
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
8.84K
New
$601K - $708K
8.84K $732K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
2.95K
New
$201K - $236K
2.95K $244K
Oct 25, 2022 Q3 2022
Qvr LLC

BUY
 -
3.88K
New
$264K - $311K
3.88K $321K
Oct 25, 2022 Q3 2022
Shikiar Asset Management Inc

SELL
 -
-1.15K
- 11.11%
$78.2K - $92.2K
9.2K $762K
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
32.4K
New
$2.2M - $2.59M
32.4K $2.68M
Oct 25, 2022 Q3 2022
First Interstate Bank

Billings, MT
BUY
 -
3.25K
New
$221K - $261K
3.25K $269K
Oct 24, 2022 Q3 2022
Lockerman Financial Group, Inc.

SELL
 -
-644
- 13.62%
$43.8K - $51.6K
4.09K $338K
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
7.67K
+ 153320.0%
$521K - $615K
7.67K $635K
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
8.47K
New
$576K - $679K
8.47K $702K
Oct 20, 2022 Q3 2022
Wt Wealth Management

BUY
 -
93
+ 0.55%
$6.32K - $7.45K
17.2K $1.42M
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

SELL
 -
-376
- 0.72%
$25.6K - $30.1K
51.9K $4.3M
Oct 19, 2022 Q3 2022
Physicians Financial Services, Inc.

Raleigh, NC
SELL
 -
-2.89K
Closed
$196K - $232K
0 $0
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
588
New
$40K - $47.1K
588 $48.7K
Oct 18, 2022 Q3 2022
Pendal Group LTD

SELL
 -
-286
- 5.7%
$19.4K - $22.9K
4.73K $392K
Oct 14, 2022 Q3 2022
Redpoint Investment Management Pty LTD

SELL
 -
-2.18K
- 8.88%
$148K - $174K
22.3K $1.85M
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
487
+ 6.32%
$33.1K - $39K
8.19K $678K
Oct 12, 2022 Q3 2022
Keystone Financial Planning, Inc.

SELL
 -
-1.35K
- 19.71%
$91.9K - $108K
5.51K $456K
Q2 2022
Feb 27, 2023 Q2 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
4.42K
New
$289K - $338K
4.42K $366K
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
670
+ 11.62%
$43.8K - $51.3K
6.43K $533K
Sep 13, 2022 Q2 2022
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-6.22K
Closed
$407K - $476K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-44
Closed
$2.88K - $3.37K
0 $0
Aug 16, 2022 Q2 2022
Neo Ivy Capital Management

New York, NY
SELL
 -
-5.49K
Closed
$359K - $420K
0 $0
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
41
+ 0.09%
$2.68K - $3.14K
45.5K $3.77M
Aug 15, 2022 Q2 2022
Greenline Partners, LLC

New York, NY
SELL
 -
-2.95K
Closed
$193K - $226K
0 $0
Aug 15, 2022 Q2 2022
Bienville Capital Management, LLC

New York, NY
SELL
 -
-350
- 6.09%
$22.9K - $26.8K
5.4K $447K
Aug 15, 2022 Q2 2022
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-226K
- 38.93%
$14.7M - $17.3M
354K $29.3M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-4.26K
- 59.57%
$279K - $326K
2.89K $240K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-958
Closed
$62.6K - $73.3K
0 $0
Aug 15, 2022 Q2 2022
Prelude Capital Management, LLC

New York, NY
SELL
 CALL
-3.4K
Closed
$222K - $260K
0 $0
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-10.1K
Closed
$658K - $770K
0 $0
Aug 15, 2022 Q2 2022
Sg3 Management, LLC

Dorado, PR
SELL
 CALL
-20K
Closed
$1.31M - $1.53M
0 $0
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-104
- 12.81%
$6.8K - $7.96K
708 $58.6K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-89
- 1.34%
$5.82K - $6.81K
6.55K $542K
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-35.6K
Closed
$2.33M - $2.73M
0 $0
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
6.7K
New
$438K - $513K
6.7K $555K
Aug 12, 2022 Q2 2022
Aafmaa Wealth Management & Trust LLC

SELL
 -
-8.22K
Closed
$538K - $629K
0 $0
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-77
Closed
$5.04K - $5.89K
0 $0
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-54
- 0.93%
$3.53K - $4.13K
5.74K $475K
Aug 12, 2022 Q2 2022
Hotchkis & Wiley Capital Management LLC

Los Angeles, CA
SELL
 -
-2.04M
Closed
$133M - $156M
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-2.39K
- 41.58%
$157K - $183K
3.36K $279K
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.05K
Closed
$68.8K - $80.5K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-3.24K
Closed
$212K - $248K
0 $0
Aug 12, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
62.6K
New
$4.09M - $4.79M
62.6K $5.19M
Aug 11, 2022 Q2 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-3.3K
Closed
$216K - $252K
0 $0
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
2.35K
+ 6.0%
$154K - $180K
41.6K $3.44M
Aug 11, 2022 Q2 2022
Bivin & Associates, Inc.

Ponca City, OK
SELL
 -
-3.25K
- 19.87%
$213K - $249K
13.1K $1.09M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
5.08K
New
$332K - $388K
5.08K $421K
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2022 Q2 2022
Warberg Asset Management LLC

Winnetka, IL
BUY
 -
10K
New
$654K - $765K
10K $828K

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