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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.57KNew |
$208K - $238K
|
2.57K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.54KNew |
$205K - $236K
|
2.54K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.53KNew |
$205K - $235K
|
2.53K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2.5K+ 43.48% |
$202K - $232K
|
8.25K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.5K+ 7.76% |
$202K - $232K
|
34.7K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.5K+ 7.45% |
$202K - $232K
|
36K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.5KNew |
$202K - $232K
|
2.5K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
2.49K+ 163.56% |
$202K - $232K
|
4.01K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.49K+ 6.78% |
$201K - $231K
|
39.2K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.46KNew |
$199K - $229K
|
2.46K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.46K+ 10.3% |
$199K - $229K
|
26.3K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.45KNew |
$199K - $228K
|
2.45K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.45KNew |
$198K - $228K
|
2.45K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.45K+ 1.58% |
$198K - $227K
|
157K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$197K - $226K
|
2.43K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.43K+ 12.02% |
$197K - $226K
|
22.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$196K - $226K
|
2.43K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 3.47% |
$195K - $224K
|
71.8K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$195K - $223K
|
2.4K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.39KNew |
$194K - $222K
|
2.39K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.39KNew |
$194K - $222K
|
2.39K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.37KNew |
$192K - $221K
|
2.37K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.37K+ 4.22% |
$192K - $220K
|
58.5K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$192K - $220K
|
2.37K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.37KNew |
$191K - $220K
|
2.37K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.36KNew |
$191K - $219K
|
2.36K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.36K+ 18.09% |
$191K - $219K
|
15.4K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.36K+ 20.37% |
$191K - $219K
|
13.9K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.35KNew |
$190K - $219K
|
2.35K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.34K+ 1.28% |
$190K - $218K
|
185K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 3.3% |
$189K - $217K
|
73.1K
$6.73M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.33KNew |
$189K - $217K
|
2.33K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$188K - $216K
|
2.32K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.3K+ 3.7% |
$186K - $214K
|
64.5K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$186K - $214K
|
2.3K
$212K
|