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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2020
Q1 2020
|
First Merchants Corp
|
SELL
|
- |
-3.25KClosed |
$140K - $230K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-10.9KClosed |
$472K - $773K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.94KClosed |
$257K - $420K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.34KClosed |
$144K - $237K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
958New |
$41.4K - $67.9K
|
958
$79.4K
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.82KClosed |
$208K - $341K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.23KClosed |
$226K - $370K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-14.1KClosed |
$607K - $996K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.87KClosed |
$211K - $345K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Aries Wealth Management
|
SELL
|
- |
-3.33KClosed |
$144K - $236K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-35.2KClosed |
$1.52M - $2.49M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-601KClosed |
$36.3M - $38.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Acg Wealth
|
BUY
|
PUT |
100New |
$6.03K - $6.39K
|
100
$8.28K
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-1.1KClosed |
$66.4K - $70.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.16KClosed |
$70K - $74.1K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-86.4KClosed |
$5.21M - $5.52M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
537New |
$32.4K - $34.3K
|
537
$44.5K
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.7KClosed |
$103K - $108K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-592Closed |
$35.7K - $37.8K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-713Closed |
$43K - $45.5K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
SELL
|
- |
-4KClosed |
$241K - $256K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-625Closed |
$37.7K - $39.9K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Cordasco Financial Network
|
SELL
|
- |
-20- 9.09% |
$1.21K - $1.28K
|
200
$16.6K
|
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.05KClosed |
$124K - $131K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-21.1KClosed |
$1.27M - $1.35M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-412Closed |
$24.9K - $26.3K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-261Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-59.7KClosed |
$3.6M - $3.81M
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Pensionfund Sabic
|
SELL
|
- |
-39.5KClosed |
$2.38M - $2.52M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-4.3KClosed |
$236K - $267K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-4.3KClosed |
$236K - $267K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-279KClosed |
$15.3M - $17.3M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
BUY
|
- |
634+ 58.01% |
$34.8K - $39.3K
|
1.73K
$143K
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-18.7KClosed |
$1.03M - $1.16M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Wedge Capital Management L L P
|
SELL
|
- |
-237KClosed |
$13M - $14.7M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Schulhoff & CO Inc
|
BUY
|
- |
6KNew |
$329K - $372K
|
6K
$497K
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
700New |
$38.4K - $43.4K
|
700
$58K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1KNew |
$54.8K - $62K
|
1K
$82.8K
|
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
50KNew |
$2.74M - $3.1M
|
50K
$4.14M
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$27.4K - $31K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.53KClosed |
$303K - $343K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-73Closed |
$4K - $4.52K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.4KNew |
$123K - $135K
|
2.4K
$199K
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-100Closed |
$5.12K - $5.63K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-240Closed |
$12.3K - $13.5K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
4.7K+ 37.3% |
$241K - $265K
|
17.3K
$1.43M
|
|
|
Aug 13, 2019
Q2 2019
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-15KClosed |
$768K - $844K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.2KClosed |
$420K - $461K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-4.85KClosed |
$248K - $273K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.07KClosed |
$54.6K - $60K
|
0
$0
|
|