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 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-400Closed |
$22.7K - $24.9K
|
0
$0
|
|
Q4 2020 | |||||||
Nov 22, 2024
Q4 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.7KClosed |
$147K - $173K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.4K+ 102.05% |
$948K - $1.11M
|
34.4K
$3.11M
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-32.5K- 82.17% |
$1.78M - $2.09M
|
7.06K
$638K
|
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
30KNew |
$1.64M - $1.93M
|
30K
$2.71M
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$68.4K - $80.4K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.04KClosed |
$112K - $131K
|
0
$0
|
|
Feb 19, 2021
Q4 2020
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-34.2KClosed |
$1.87M - $2.19M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
413New |
$22.6K - $26.5K
|
413
$37.3K
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-65.8KClosed |
$3.59M - $4.22M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.74KClosed |
$259K - $304K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-155KClosed |
$8.47M - $9.95M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
8.34K+ 53.15% |
$456K - $535K
|
24K
$2.17M
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-875Closed |
$47.8K - $56.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-46.2KClosed |
$2.52M - $2.96M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-13.4KClosed |
$732K - $860K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-186Closed |
$10.2K - $11.9K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-6.2KClosed |
$339K - $398K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-9.87KClosed |
$539K - $633K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-150Closed |
$8.19K - $9.63K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-609Closed |
$33.3K - $39.1K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.36KClosed |
$293K - $344K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.62KClosed |
$526K - $618K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-350Closed |
$19.1K - $22.5K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.73KClosed |
$204K - $239K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-150Closed |
$8.19K - $9.63K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1KNew |
$54.6K - $64.2K
|
1K
$90.4K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.32KClosed |
$72.2K - $84.8K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16.7KClosed |
$913K - $1.07M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Guild Investment Management, Inc.
|
SELL
|
- |
-49.5KClosed |
$2.7M - $3.18M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.46KClosed |
$243K - $286K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-8.02K- 24.2% |
$438K - $515K
|
25.1K
$2.27M
|
|
Q3 2020 | |||||||
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$103 - $112
|
1.98K
$179K
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-115Closed |
$5.93K - $6.41K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$284K - $307K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.35KClosed |
$121K - $131K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3.7KClosed |
$191K - $206K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-7KClosed |
$361K - $390K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11.7KClosed |
$604K - $654K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Steph & CO
|
BUY
|
- |
140New |
$7.22K - $7.81K
|
140
$12.7K
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-41Closed |
$2.11K - $2.29K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
SELL
|
- |
-2.32KClosed |
$120K - $129K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-250Closed |
$12.9K - $13.9K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-17.6KClosed |
$908K - $982K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-507Closed |
$26.1K - $28.3K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-12.5KClosed |
$645K - $698K
|
0
$0
|
|
Oct 02, 2020
Q3 2020
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.07KClosed |
$261K - $283K
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.55K - $1.67K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-631- 3.84% |
$31.6K - $38.1K
|
15.8K
$1.43M
|
|
Feb 24, 2021
Q2 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.39KClosed |
$220K - $265K
|
0
$0
|