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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
2KNew |
$123K - $135K
|
2K
$166K
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5KClosed |
$399K - $438K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-522Closed |
$32K - $35.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.07KClosed |
$65.7K - $72.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
12.8K+ 142.22% |
$785K - $862K
|
21.8K
$1.81M
|
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.7KClosed |
$288K - $316K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-4.19KClosed |
$257K - $282K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
205+ 41.0% |
$12.6K - $13.8K
|
705
$58.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-523- 82.23% |
$32.1K - $35.2K
|
113
$9.36K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-159Closed |
$9.75K - $10.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15.7K- 98.39% |
$947K - $1.04M
|
256
$21.2K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2K+ 81.97% |
$121K - $133K
|
4.44K
$368K
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-477Closed |
$28.8K - $31.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-822Closed |
$49.7K - $54.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.32KClosed |
$201K - $220K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10.5KClosed |
$637K - $699K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
46.6KNew |
$2.82M - $3.1M
|
46.6K
$3.86M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.6KClosed |
$217K - $239K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.53KClosed |
$515K - $566K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-170KClosed |
$10.3M - $11.3M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.23KClosed |
$195K - $215K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.84KClosed |
$232K - $255K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-26KClosed |
$1.57M - $1.73M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.08KClosed |
$247K - $271K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
4KNew |
$242K - $266K
|
4K
$331K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-125Closed |
$7.56K - $8.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-591Closed |
$35.7K - $39.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-4.37KClosed |
$264K - $290K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Canal Insurance CO
|
BUY
|
- |
10K+ 100.0% |
$605K - $664K
|
20K
$1.66M
|
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-800- 16.49% |
$48.4K - $53.1K
|
4.05K
$335K
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
103+ 21.24% |
$6.23K - $6.84K
|
588
$48.7K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-48Closed |
$2.9K - $3.19K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-176Closed |
$10.6K - $11.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.21KClosed |
$315K - $346K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-4.05KClosed |
$245K - $269K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-20.8KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-134Closed |
$8.1K - $8.9K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-249Closed |
$15.1K - $16.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338Closed |
$20.4K - $22.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.53KClosed |
$576K - $633K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.4KClosed |
$266K - $293K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.34KClosed |
$444K - $488K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.44KClosed |
$208K - $229K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.08KClosed |
$488K - $537K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-525Closed |
$31.7K - $34.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.9KClosed |
$296K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
89.6KNew |
$5.42M - $5.95M
|
89.6K
$7.42M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.71KClosed |
$103K - $114K
|
0
$0
|
|