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 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
508+ 1953.85% |
$43.1K - $47K
|
534
$49.3K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
505+ 4.87% |
$42.9K - $46.7K
|
10.9K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
504New |
$42.8K - $46.7K
|
504
$46.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
503+ 2.76% |
$42.7K - $46.6K
|
18.7K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
501+ 15.45% |
$42.5K - $46.4K
|
3.74K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
500+ 0.04% |
$42.5K - $46.3K
|
1.12M
$103M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
500+ 2.52% |
$42.5K - $46.3K
|
20.3K
$1.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
496+ 3.63% |
$42.1K - $45.9K
|
14.2K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
485+ 2.05% |
$41.2K - $44.9K
|
24.2K
$2.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
479+ 110.11% |
$40.7K - $44.3K
|
914
$84.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
477+ 0.73% |
$40.5K - $44.2K
|
65.7K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
470+ 1.56% |
$39.9K - $43.5K
|
30.5K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
469+ 3.93% |
$39.8K - $43.4K
|
12.4K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
468+ 0.66% |
$39.7K - $43.3K
|
71.6K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
467+ 8.66% |
$39.7K - $43.2K
|
5.86K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
465+ 22.57% |
$39.5K - $43K
|
2.53K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
455+ 0.67% |
$38.6K - $42.1K
|
68.2K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
454+ 19.49% |
$38.5K - $42K
|
2.78K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
453+ 6.58% |
$38.5K - $41.9K
|
7.34K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
452+ 1.19% |
$38.4K - $41.8K
|
38.3K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
448+ 18.15% |
$38K - $41.5K
|
2.92K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
444+ 2.92% |
$37.7K - $41.1K
|
15.7K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
444+ 2.15% |
$37.7K - $41.1K
|
21.1K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
441New |
$37.4K - $40.8K
|
441
$40.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
436+ 38.65% |
$37K - $40.4K
|
1.56K
$144K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
434+ 4.93% |
$36.9K - $40.2K
|
9.25K
$854K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 2.07% |
$36.7K - $40K
|
21.3K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
429+ 2.98% |
$36.4K - $39.7K
|
14.8K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
424+ 0.71% |
$36K - $39.2K
|
60K
$5.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
424+ 2.03% |
$36K - $39.2K
|
21.3K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
418+ 0.6% |
$35.5K - $38.7K
|
69.5K
$6.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
417+ 6.74% |
$35.4K - $38.6K
|
6.6K
$610K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
412+ 12.68% |
$35K - $38.1K
|
3.66K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
412+ 15.94% |
$35K - $38.1K
|
3K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
410+ 8.41% |
$34.8K - $37.9K
|
5.29K
$488K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
409New |
$34.7K - $37.9K
|
409
$37.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
408New |
$34.6K - $37.8K
|
408
$37.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
400+ 2.14% |
$34K - $37K
|
19.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
400+ 9.82% |
$34K - $37K
|
4.48K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
398+ 0.68% |
$33.8K - $36.8K
|
59K
$5.44M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
393+ 11.09% |
$33.4K - $36.4K
|
3.94K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
393+ 0.67% |
$33.4K - $36.4K
|
59.2K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
390+ 0.75% |
$33.1K - $36.1K
|
52.7K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
388+ 2.06% |
$32.9K - $35.9K
|
19.2K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
387+ 11.9% |
$32.9K - $35.8K
|
3.64K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
387+ 0.16% |
$32.9K - $35.8K
|
236K
$21.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
386+ 13.85% |
$32.8K - $35.7K
|
3.17K
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
385+ 6.57% |
$32.7K - $35.6K
|
6.24K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
378+ 2.02% |
$32.1K - $35K
|
19.1K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
376+ 6.33% |
$31.9K - $34.8K
|
6.32K
$584K
|