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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-40- 2.68% |
$3.63K - $3.84K
|
1.45K
$131K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
705+ 2.88% |
$64K - $67.7K
|
25.2K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-194K- 14.45% |
$17.7M - $18.7M
|
1.15M
$104M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.2K- 2.11% |
$109K - $115K
|
55.6K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
85+ 1.79% |
$7.72K - $8.16K
|
4.84K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-39.4K- 14.39% |
$3.58M - $3.78M
|
234K
$21.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-49- 1.92% |
$4.45K - $4.7K
|
2.5K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2- 0.02% |
$182 - $192
|
11.5K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-36.8K- 3.16% |
$3.34M - $3.53M
|
1.13M
$102M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-22- 22.0% |
$2K - $2.11K
|
78
$7.07K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-42- 0.94% |
$3.81K - $4.03K
|
4.43K
$401K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
6.19K+ 11.29% |
$562K - $594K
|
61K
$5.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 2.92% |
$10.2M - $10.8M
|
3.95M
$358M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.52% |
$999 - $1.06K
|
2.14K
$194K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
827K+ 19.83% |
$75.1M - $79.4M
|
5M
$453M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
CALL |
245K+ 270.23% |
$22.3M - $23.5M
|
336K
$30.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.14K- 56.82% |
$285K - $302K
|
2.39K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25- 0.32% |
$2.27K - $2.4K
|
7.84K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.23K+ 6.17% |
$112K - $118K
|
21.2K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-23- 0.43% |
$2.09K - $2.21K
|
5.29K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.7K+ 0.61% |
$1.07M - $1.13M
|
1.94M
$176M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-128K- 58.82% |
$11.6M - $12.2M
|
89.3K
$8.09M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$286K - $303K
|
3.15K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-8.56K- 32.89% |
$777K - $822K
|
17.5K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
529+ 4.41% |
$48K - $50.8K
|
12.5K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.69K+ 12.82% |
$244K - $258K
|
23.6K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.7KNew |
$1.15M - $1.22M
|
12.7K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.15K- 5.59% |
$195K - $206K
|
36.3K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.09K+ 69.09% |
$190K - $200K
|
5.11K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 36.84% |
$636 - $672
|
12
$1.09K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-500- 16.9% |
$45.4K - $48K
|
2.46K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.36K+ 28.86% |
$124K - $131K
|
6.08K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.12K- 2.54% |
$647K - $683K
|
273K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
37New |
$3.36K - $3.55K
|
37
$3.35K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
238+ 9.28% |
$21.6K - $22.8K
|
2.8K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.2K- 74.61% |
$1.38M - $1.46M
|
5.17K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
2.26KNew |
$205K - $217K
|
2.26K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 328.48% |
$1.89M - $2M
|
27.2K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.01K- 1.43% |
$91.4K - $96.6K
|
69.2K
$6.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-791- 2.66% |
$71.8K - $75.9K
|
29K
$2.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$90.8 - $96
|
3.73K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
15KNew |
$1.36M - $1.44M
|
15K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-296- 0.68% |
$26.9K - $28.4K
|
43.5K
$3.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-544- 1.39% |
$49.4K - $52.2K
|
38.6K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
702+ 0.71% |
$63.8K - $67.4K
|
99.2K
$8.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-169K- 5.74% |
$15.3M - $16.2M
|
2.77M
$251M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 0.58% |
$95.6K - $101K
|
182K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.27K- 8.11% |
$115K - $122K
|
14.4K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-438K- 41.9% |
$39.7M - $42M
|
607K
$54.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-127- 1.66% |
$11.5K - $12.2K
|
7.53K
$682K
|
|