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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 33.01% |
$137K - $159K
|
3.42K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.96KNew |
$730K - $844K
|
8.96K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
59.4KNew |
$4.84M - $5.6M
|
59.4K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.17KNew |
$258K - $299K
|
3.17K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
18+ 0.28% |
$1.47K - $1.69K
|
6.55K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
6.32KNew |
$515K - $595K
|
6.32K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7K+ 2.58% |
$570K - $659K
|
278K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.9K- 46.56% |
$155K - $179K
|
2.18K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.68K- 14.27% |
$626K - $723K
|
46.1K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-44K- 8.38% |
$3.58M - $4.14M
|
481K
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
953+ 4.0% |
$77.7K - $89.7K
|
24.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.65K+ 1.99% |
$460K - $532K
|
290K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1.52KNew |
$124K - $143K
|
1.52K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.09% |
$652 - $753
|
8.48K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-27.6K- 4.68% |
$2.25M - $2.59M
|
562K
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 31.04% |
$798K - $922K
|
21.7K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 5.21% |
$928K - $1.07M
|
230K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69K+ 5.94% |
$138K - $159K
|
30.1K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 3.81% |
$32.7K - $37.8K
|
10.9K
$980K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-50.9K- 75.43% |
$4.15M - $4.79M
|
16.6K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-198K- 81.59% |
$16.1M - $18.6M
|
44.6K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-9.7K- 12.8% |
$791K - $913K
|
66.1K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.05K- 0.72% |
$249K - $287K
|
419K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-685- 0.38% |
$55.8K - $64.5K
|
182K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
113KNew |
$9.17M - $10.6M
|
113K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.39K- 8.88% |
$113K - $130K
|
14.2K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
35+ 0.08% |
$2.85K - $3.3K
|
44.4K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.32K+ 2.86% |
$352K - $407K
|
155K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.49K- 5.32% |
$366K - $423K
|
79.9K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-450- 11.54% |
$36.7K - $42.4K
|
3.45K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-615K- 35.03% |
$50.1M - $57.9M
|
1.14M
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
134K+ 20.77% |
$10.9M - $12.6M
|
779K
$69.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 3.44% |
$957K - $1.11M
|
354K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18K+ 9.68% |
$504K - $582K
|
70K
$6.27M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-17.9K- 4.26% |
$1.46M - $1.69M
|
403K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-143K- 9.99% |
$11.6M - $13.4M
|
1.28M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.72K+ 1.78% |
$548K - $633K
|
384K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23+ 0.35% |
$1.87K - $2.17K
|
6.51K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.4K+ 2.53% |
$1.99M - $2.3M
|
988K
$88.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-456K- 29.0% |
$37.1M - $42.9M
|
1.12M
$100M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.59K- 6.7% |
$374K - $432K
|
64K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.9K- 17.69% |
$1.7M - $1.97M
|
97.2K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.31M+ 325.74% |
$270M - $311M
|
4.32M
$387M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-220- 0.27% |
$17.9K - $20.7K
|
81K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 49.73% |
$254K - $293K
|
3.15K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 18.65% |
$101K - $117K
|
5.4K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20- 0.44% |
$1.63K - $1.88K
|
4.54K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-13- 2.71% |
$1.06K - $1.22K
|
466
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17+ 0.69% |
$1.39K - $1.6K
|
2.49K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 4.1% |
$4.24K - $4.9K
|
1.22K
$109K
|