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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-260Closed |
$15.9K - $17.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.48KClosed |
$90.1K - $101K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-266Closed |
$16.3K - $18.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$428 - $480
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.13KClosed |
$375K - $421K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.21K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1KClosed |
$61.1K - $68.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-272Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$855 - $960
|
4.37K
$362K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.17K - $6.93K
|
101
$8.37K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
4.2KNew |
$257K - $288K
|
4.2K
$348K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-3.62K- 97.71% |
$221K - $248K
|
85
$7.04K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$260K
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.78KClosed |
$232K - $254K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-1.4K- 70.0% |
$85.9K - $94.2K
|
600
$49.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-914Closed |
$56.1K - $61.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.78KClosed |
$293K - $322K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-22.3KClosed |
$1.37M - $1.5M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-525Closed |
$32.2K - $35.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3.54KClosed |
$217K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-51Closed |
$3.13K - $3.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-8.83KClosed |
$541K - $594K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.9KClosed |
$239K - $263K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.8KClosed |
$540K - $592K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
249New |
$15.3K - $16.8K
|
249
$20.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-23.3KClosed |
$1.43M - $1.57M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-17.5KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-3.39KClosed |
$208K - $228K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$282K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 1.47% |
$3.68K - $4.04K
|
4.01K
$332K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.28KClosed |
$263K - $288K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-680Closed |
$41.7K - $45.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-100Closed |
$6.13K - $6.73K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.09% |
$613 - $673
|
11.5K
$949K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$18.4K - $20.2K
|
300
$24.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.87KClosed |
$237K - $260K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.32KClosed |
$204K - $223K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$276K - $303K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.13K - $6.73K
|
100
$8.28K
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-12KClosed |
$736K - $808K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$273K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.78KClosed |
$355K - $389K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-241KClosed |
$14.8M - $16.2M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$12.3K - $13.5K
|
200
$16.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-18.5KClosed |
$1.14M - $1.25M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.38KNew |
$269K - $295K
|
4.38K
$363K
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-4.09KClosed |
$251K - $275K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
25KNew |
$1.53M - $1.68M
|
25K
$2.07M
|
|