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 30, 2020
Q2 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.98KClosed |
$199K - $240K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
37New |
$1.86K - $2.23K
|
37
$3.4K
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-4.09KClosed |
$205K - $247K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-11.5KClosed |
$578K - $695K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-79Closed |
$3.96K - $4.77K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-350Closed |
$17.5K - $21.1K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-11.5KClosed |
$575K - $692K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 19, 2020
Q1 2020
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.4KClosed |
$147K - $241K
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.4KClosed |
$147K - $241K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.05KClosed |
$132K - $216K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$147K - $242K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.06KClosed |
$349K - $571K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-509Closed |
$22K - $36.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
52K+ 163.01% |
$2.25M - $3.68M
|
83.9K
$7.72M
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$43.2 - $70.9
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-170Closed |
$7.35K - $12K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Yaupon Capital Management LP
New York, NY |
SELL
|
PUT |
-48.5KClosed |
$2.1M - $3.44M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-10.6KClosed |
$457K - $749K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.17KClosed |
$50.5K - $82.8K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
CALL |
-1.14K- 90.66% |
$49.1K - $80.5K
|
117
$10.8K
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-723Closed |
$31.3K - $51.2K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.66KClosed |
$158K - $259K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-13.6KClosed |
$589K - $965K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-920Closed |
$39.8K - $65.2K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-40.8KClosed |
$1.76M - $2.89M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-3.31KClosed |
$143K - $234K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-1Closed |
$43.2 - $70.9
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-661Closed |
$28.6K - $46.8K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.3KClosed |
$660K - $1.08M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.9KClosed |
$385K - $630K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-19.8KClosed |
$855K - $1.4M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.68KClosed |
$202K - $332K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.1KClosed |
$47.6K - $77.9K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.3KClosed |
$56.2K - $92.1K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-6.12KClosed |
$264K - $433K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-190Closed |
$8.21K - $13.5K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-35Closed |
$1.51K - $2.48K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-238Closed |
$10.3K - $16.9K
|
0
$0
|
|
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
$88.1K
|
|
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
$9.2K
|