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 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
718+ 62.98% |
$61K - $66.5K
|
1.86K
$172K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
705+ 3.45% |
$59.9K - $65.3K
|
21.1K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
702+ 39.68% |
$59.6K - $65K
|
2.47K
$228K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
701+ 0.93% |
$59.5K - $64.9K
|
75.7K
$6.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
701+ 7.98% |
$59.5K - $64.9K
|
9.48K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
700+ 1.54% |
$59.4K - $64.8K
|
46K
$4.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
699+ 17.88% |
$59.4K - $64.7K
|
4.61K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
699+ 8.32% |
$59.4K - $64.7K
|
9.1K
$840K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
697+ 3.21% |
$59.2K - $64.5K
|
22.4K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
692+ 17.39% |
$58.8K - $64.1K
|
4.67K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
691+ 7.45% |
$58.7K - $64K
|
9.96K
$920K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
690+ 15.13% |
$58.6K - $63.9K
|
5.25K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
688+ 14.89% |
$58.4K - $63.7K
|
5.31K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
676+ 5.38% |
$57.4K - $62.6K
|
13.2K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
669+ 7.01% |
$56.8K - $61.9K
|
10.2K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
661+ 1.22% |
$56.1K - $61.2K
|
55K
$5.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
659+ 5.58% |
$56K - $61K
|
12.5K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
657+ 9.71% |
$55.8K - $60.8K
|
7.43K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
654+ 9.07% |
$55.5K - $60.5K
|
7.87K
$726K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
649+ 13.91% |
$55.1K - $60.1K
|
5.32K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
643+ 5.23% |
$54.6K - $59.5K
|
12.9K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
640+ 6.59% |
$54.3K - $59.2K
|
10.3K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
632+ 14.27% |
$53.7K - $58.5K
|
5.06K
$467K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
631+ 4.53% |
$53.6K - $58.4K
|
14.6K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
616+ 0.79% |
$52.3K - $57K
|
79K
$7.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
614+ 10.39% |
$52.1K - $56.8K
|
6.52K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
611New |
$51.9K - $56.6K
|
611
$56.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
600+ 2.21% |
$50.9K - $55.5K
|
27.7K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
600New |
$50.9K - $55.5K
|
600
$55.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
596+ 8.66% |
$50.6K - $55.2K
|
7.48K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
590+ 20.14% |
$50.1K - $54.6K
|
3.52K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
590+ 3.69% |
$50.1K - $54.6K
|
16.6K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
587+ 4.73% |
$49.8K - $54.3K
|
13K
$1.2M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
578+ 1.23% |
$49.1K - $53.5K
|
47.4K
$4.38M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
575+ 2.45% |
$48.8K - $53.2K
|
24K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
573+ 16.44% |
$48.7K - $53K
|
4.06K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
565+ 2.86% |
$48K - $52.3K
|
20.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
561+ 22.17% |
$47.6K - $51.9K
|
3.09K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
561+ 2.99% |
$47.6K - $51.9K
|
19.3K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
560+ 30.2% |
$47.5K - $51.8K
|
2.41K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
557+ 0.75% |
$47.3K - $51.6K
|
75.1K
$6.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
547+ 36.98% |
$46.4K - $50.6K
|
2.03K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
545+ 1.25% |
$46.3K - $50.4K
|
44.1K
$4.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
535+ 2.89% |
$45.4K - $49.5K
|
19K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
527+ 0.05% |
$44.7K - $48.8K
|
1.01M
$93.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
527+ 1.99% |
$44.7K - $48.8K
|
27K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
522+ 0.94% |
$44.3K - $48.3K
|
55.9K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
522+ 3.28% |
$44.3K - $48.3K
|
16.4K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
516+ 7.29% |
$43.8K - $47.8K
|
7.6K
$702K
|
|
|
Jul 30, 2025
Q2 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
513+ 1.87% |
$43.6K - $47.5K
|
28K
$2.59M
|