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 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$219K - $257K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.21K+ 21.49% |
$210K - $246K
|
18.1K
$1.67M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-308- 34.41% |
$20.1K - $23.6K
|
587
$54K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2K- 88.89% |
$131K - $153K
|
250
$23K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.13K- 6.64% |
$205K - $240K
|
44K
$4.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.36K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143Closed |
$9.35K - $10.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
26+ 0.86% |
$1.7K - $1.99K
|
3.04K
$280K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.85KNew |
$187K - $218K
|
2.85K
$262K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-50Closed |
$3.27K - $3.83K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.78KClosed |
$182K - $212K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.69K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-17.8KClosed |
$1.16M - $1.36M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-4.62KClosed |
$302K - $354K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-24KClosed |
$1.57M - $1.83M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-16.9KClosed |
$1.11M - $1.29M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-111- 3.45% |
$7.26K - $8.49K
|
3.11K
$286K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$133K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
331New |
$21.6K - $25.3K
|
331
$30.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$7.08K
|
|
|
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
$3.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$16.9K
|
|
|
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
$317K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.07KNew |
$201K - $235K
|
3.07K
$282K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
1K+ 50.0% |
$65.4K - $76.5K
|
3K
$276K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.81KNew |
$184K - $215K
|
2.81K
$258K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-122- 1.37% |
$7.98K - $9.33K
|
8.79K
$808K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-10.7K- 99.84% |
$701K - $821K
|
17
$1.56K
|
|
|
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
$172M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-4.33K- 40.48% |
$283K - $331K
|
6.37K
$586K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-193K- 81.57% |
$12.1M - $14M
|
43.6K
$4.01M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.77% |
$251 - $290
|
102
$9.38K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-11.3KClosed |
$709K - $819K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
150K+ 907.88% |
$9.41M - $10.9M
|
166K
$15.3M
|
|
|
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
$256K
|
|
|
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
$8.28M
|
|
|
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
$158K
|
|