Latest Institutional Purchases of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
627KNew |
$51.1M - $59M
|
627K
$52.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
95.2K+ 165.34% |
$7.76M - $8.96M
|
153K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
64.2K+ 41.75% |
$5.23M - $6.05M
|
218K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 39.65% |
$3.39M - $3.92M
|
147K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
25.8K+ 18.65% |
$2.1M - $2.43M
|
164K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
25.2K+ 9.42% |
$2.05M - $2.37M
|
293K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 45.08% |
$1.53M - $1.77M
|
60.5K
$5.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16.1K+ 153.39% |
$1.31M - $1.51M
|
26.5K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.8K+ 6.66% |
$1.21M - $1.4M
|
238K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
13.5K+ 27.94% |
$1.1M - $1.27M
|
61.8K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
11.9K+ 2.8% |
$971K - $1.12M
|
437K
$36.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
11.6K+ 31.55% |
$946K - $1.09M
|
48.4K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 6.95% |
$826K - $955K
|
156K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
10.1K+ 83.95% |
$822K - $950K
|
22.1K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.25K+ 1.02% |
$754K - $871K
|
916K
$76.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8.26K+ 10.18% |
$673K - $778K
|
89.4K
$7.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.15K+ 1.43% |
$664K - $767K
|
576K
$48.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.59K+ 192.05% |
$618K - $714K
|
11.5K
$963K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7KNew |
$570K - $659K
|
7K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
6.94KNew |
$565K - $653K
|
6.94K
$579K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.69K+ 5.85% |
$545K - $630K
|
121K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.5KNew |
$530K - $612K
|
6.5K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.42KNew |
$523K - $604K
|
6.42K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.99K+ 3.55% |
$488K - $564K
|
175K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.9K+ 11.62% |
$481K - $556K
|
56.7K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.46KNew |
$445K - $514K
|
5.46K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.43K+ 2.76% |
$443K - $512K
|
202K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 18.91% |
$415K - $479K
|
32K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.09KNew |
$415K - $479K
|
5.09K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.01K+ 4.82% |
$409K - $472K
|
109K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.72K+ 17.09% |
$385K - $445K
|
32.4K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.71K+ 172.43% |
$384K - $443K
|
7.44K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.66KNew |
$380K - $439K
|
4.66K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.48KNew |
$365K - $422K
|
4.48K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44K+ 15.68% |
$362K - $418K
|
32.8K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.43K+ 25.98% |
$361K - $417K
|
21.5K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.13K+ 4.8% |
$337K - $389K
|
90.3K
$7.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.99KNew |
$325K - $375K
|
3.99K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.88KNew |
$316K - $365K
|
3.88K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.8KNew |
$309K - $357K
|
3.8K
$317K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.65K+ 85.48% |
$297K - $344K
|
7.92K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.6K+ 1.43% |
$294K - $339K
|
256K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 4.84% |
$292K - $337K
|
77.5K
$6.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.39KNew |
$276K - $319K
|
3.39K
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.36K+ 42.18% |
$274K - $317K
|
11.3K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.08K+ 3.31% |
$251K - $290K
|
96.1K
$8.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 16.98% |
$249K - $288K
|
21.1K
$1.76M
|