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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.58KNew |
$247K - $271K
|
3.58K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
2.7K+ 207.69% |
$186K - $204K
|
4K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.14K- 3.18% |
$78.6K - $86.2K
|
34.7K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 19.41% |
$72.5K - $79.5K
|
4.36K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$256K - $281K
|
3.71K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.47KNew |
$239K - $262K
|
3.47K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-625- 4.48% |
$43.1K - $47.3K
|
13.3K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.46KNew |
$446K - $489K
|
6.46K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
208New |
$14.3K - $15.7K
|
208
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 7.89% |
$7.52K - $8.25K
|
1.27K
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 4.52% |
$9.79K - $10.7K
|
3K
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.61K- 20.47% |
$180K - $198K
|
10.1K
$933K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
15+ 0.5% |
$1.03K - $1.13K
|
3.01K
$277K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
733+ 23.64% |
$50.6K - $55.5K
|
3.83K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.06KNew |
$625K - $685K
|
9.06K
$833K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-171- 0.46% |
$11.8K - $12.9K
|
37.2K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.4KNew |
$303K - $333K
|
4.4K
$405K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
11KNew |
$759K - $832K
|
11K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.3K - $11.3K
|
250
$23K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
18.9KNew |
$1.3M - $1.43M
|
18.9K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.22% |
$345 - $378
|
414
$38.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-15.9K- 71.5% |
$1.09M - $1.2M
|
6.33K
$582K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
952+ 101.49% |
$65.7K - $72K
|
1.89K
$174K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-50- 0.9% |
$3.45K - $3.78K
|
5.5K
$505K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 0.5% |
$690 - $757
|
1.98K
$182K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$552 - $605
|
2.91K
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.01K+ 63.97% |
$415K - $455K
|
15.4K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-7.24K- 3.82% |
$499K - $548K
|
182K
$16.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.11% |
$276 - $303
|
365
$33.6K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 21.43% |
$207 - $227
|
17
$1.56K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.11K+ 5.47% |
$76.6K - $84K
|
21.4K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.07K- 62.97% |
$419K - $459K
|
3.57K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.97KNew |
$550K - $603K
|
7.97K
$733K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 28.0% |
$3.38K - $3.71K
|
224
$20.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-27- 0.39% |
$1.86K - $2.04K
|
6.88K
$633K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$345 - $378
|
6.61K
$607K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-809- 9.24% |
$55.8K - $61.2K
|
7.95K
$731K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-5.33K- 47.28% |
$368K - $403K
|
5.95K
$547K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.43KNew |
$526K - $611K
|
8.43K
$775K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16KClosed |
$998K - $1.16M
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
300New |
$18.7K - $21.8K
|
300
$27.6K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.26K+ 7.8% |
$265K - $309K
|
58.9K
$5.41M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-6.47K- 14.45% |
$403K - $469K
|
38.3K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$1.87M - $2.18M
|
30K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-104K- 99.05% |
$6.5M - $7.56M
|
1K
$92K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.16KNew |
$134K - $156K
|
2.16K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-967- 82.86% |
$60.3K - $70.1K
|
200
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-284- 6.39% |
$17.7K - $20.6K
|
4.16K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.39KNew |
$585K - $681K
|
9.39K
$864K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
190New |
$11.8K - $13.8K
|
190
$17.5K
|
|