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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.01K+ 0.13% |
$85.3K - $93K
|
767K
$70.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
990+ 19.42% |
$84.1K - $91.6K
|
6.09K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
985+ 32.01% |
$83.6K - $91.2K
|
4.06K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
985+ 9.2% |
$83.6K - $91.2K
|
11.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
983+ 8.27% |
$83.5K - $91K
|
12.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
981+ 2.82% |
$83.3K - $90.8K
|
35.8K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
977+ 24.57% |
$83K - $90.4K
|
4.95K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
969+ 18.09% |
$82.3K - $89.7K
|
6.33K
$584K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
967+ 805.83% |
$82.1K - $89.5K
|
1.09K
$100K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
926+ 14.99% |
$78.6K - $85.7K
|
7.1K
$656K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
926+ 9.06% |
$78.6K - $85.7K
|
11.1K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
916+ 4.03% |
$77.8K - $84.8K
|
23.7K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
912+ 25.23% |
$77.4K - $84.4K
|
4.53K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
911+ 38.52% |
$77.4K - $84.3K
|
3.28K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
903+ 0.18% |
$76.7K - $83.6K
|
515K
$47.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
903+ 0.99% |
$76.7K - $83.6K
|
92.5K
$8.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
896+ 6.59% |
$76.1K - $82.9K
|
14.5K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
892+ 1.09% |
$75.7K - $82.6K
|
82.8K
$7.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
867+ 9.11% |
$73.6K - $80.2K
|
10.4K
$959K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
864+ 2.82% |
$73.4K - $80K
|
31.5K
$2.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
852+ 32.02% |
$72.3K - $78.9K
|
3.51K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
851+ 12.78% |
$72.3K - $78.8K
|
7.51K
$693K
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
843+ 19.06% |
$71.6K - $78K
|
5.27K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
825+ 2.75% |
$70.1K - $76.4K
|
30.8K
$2.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
825+ 188.79% |
$70.1K - $76.4K
|
1.26K
$117K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
824+ 32.58% |
$70K - $76.3K
|
3.35K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
824+ 2.53% |
$70K - $76.3K
|
33.4K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
811+ 18.96% |
$68.9K - $75.1K
|
5.09K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
808+ 0.99% |
$68.6K - $74.8K
|
82.1K
$7.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
805+ 0.94% |
$68.4K - $74.5K
|
86.5K
$7.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
800+ 13.56% |
$67.9K - $74K
|
6.7K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
800+ 0.85% |
$67.9K - $74K
|
95K
$8.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
800+ 6.02% |
$67.9K - $74K
|
14.1K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
797+ 5.94% |
$67.7K - $73.8K
|
14.2K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
797+ 15.27% |
$67.7K - $73.8K
|
6.02K
$555K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
795+ 0.78% |
$67.5K - $73.6K
|
103K
$9.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
781+ 3.11% |
$66.3K - $72.3K
|
25.9K
$2.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
778+ 0.86% |
$66.1K - $72K
|
91.4K
$8.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
777+ 80.43% |
$66K - $71.9K
|
1.74K
$161K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
772+ 3.09% |
$65.6K - $71.5K
|
25.8K
$2.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
771+ 4.3% |
$65.5K - $71.4K
|
18.7K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
765+ 2.36% |
$65K - $70.8K
|
33.2K
$3.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
763+ 4.29% |
$64.8K - $70.6K
|
18.5K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
759+ 2.7% |
$64.4K - $70.3K
|
28.8K
$2.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
755+ 21.86% |
$64.1K - $69.9K
|
4.21K
$389K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
750+ 2.29% |
$63.7K - $69.4K
|
33.5K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
741+ 25.08% |
$62.9K - $68.6K
|
3.7K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
740New |
$62.8K - $68.5K
|
740
$68.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
738+ 11.52% |
$62.7K - $68.3K
|
7.15K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
722+ 3.09% |
$61.3K - $66.8K
|
24.1K
$2.22M
|