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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-111- 3.45% |
$7.26K - $8.49K
|
3.11K
$258K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$119K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
331New |
$21.6K - $25.3K
|
331
$27.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$6.38K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-472Closed |
$30.9K - $36.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.96KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-9.9KClosed |
$647K - $757K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 26.92% |
$458K - $536K
|
33K
$2.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$15.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$52.3K - $61.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.45KNew |
$226K - $264K
|
3.45K
$286K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.07KNew |
$201K - $235K
|
3.07K
$254K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
1K+ 50.0% |
$65.4K - $76.5K
|
3K
$248K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.81KNew |
$184K - $215K
|
2.81K
$233K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-122- 1.37% |
$7.98K - $9.33K
|
8.79K
$728K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-10.7K- 99.84% |
$701K - $821K
|
17
$1.41K
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-113KClosed |
$7.39M - $8.65M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.87MNew |
$122M - $143M
|
1.87M
$155M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-4.33K- 40.48% |
$283K - $331K
|
6.37K
$527K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.28K- 91.93% |
$143K - $165K
|
200
$16.6K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-193K- 81.57% |
$12.1M - $14M
|
43.6K
$3.62M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.77% |
$251 - $290
|
102
$8.45K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-11.3KClosed |
$709K - $819K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
46.5K+ 4227.27% |
$2.92M - $3.37M
|
47.6K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
150K+ 907.88% |
$9.41M - $10.9M
|
166K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-47Closed |
$2.95K - $3.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.78KNew |
$175K - $202K
|
2.78K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-192KClosed |
$12.1M - $13.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-3.42KClosed |
$215K - $248K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-13.6KClosed |
$855K - $986K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-4.26KClosed |
$268K - $309K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.71KClosed |
$359K - $414K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-7.25KClosed |
$456K - $526K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
PUT |
-240K- 72.73% |
$15.1M - $17.4M
|
90K
$7.45M
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-16.7KClosed |
$1.05M - $1.21M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
551+ 47.05% |
$34.6K - $40K
|
1.72K
$143K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.16KClosed |
$135K - $156K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-239K- 68.14% |
$15M - $17.3M
|
112K
$9.27M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-416Closed |
$26.1K - $30.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.51KNew |
$283K - $327K
|
4.51K
$374K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-65- 2.86% |
$4.08K - $4.71K
|
2.21K
$183K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250+ 14.94% |
$15.7K - $18.1K
|
1.92K
$159K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-16.1KClosed |
$1.01M - $1.17M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-11.3KClosed |
$712K - $821K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-32.5KClosed |
$2.04M - $2.36M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-4.5K- 90.0% |
$283K - $326K
|
500
$41.4K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-5.75KClosed |
$361K - $417K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-7.5KClosed |
$471K - $544K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-75Closed |
$4.71K - $5.44K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.11KClosed |
$195K - $225K
|
0
$0
|
|