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 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
374+ 9.36% |
$31.8K - $34.6K
|
4.37K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
373+ 66.97% |
$31.7K - $34.5K
|
930
$85.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
368+ 8.42% |
$31.2K - $34.1K
|
4.74K
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
363+ 1.1% |
$30.8K - $33.6K
|
33.3K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
361+ 16.28% |
$30.7K - $33.4K
|
2.58K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
359+ 10.18% |
$30.5K - $33.2K
|
3.89K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
357+ 10.21% |
$30.3K - $33K
|
3.85K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
356+ 2.98% |
$30.2K - $33K
|
12.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
355+ 6.12% |
$30.1K - $32.9K
|
6.16K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
355+ 0.8% |
$30.1K - $32.9K
|
44.5K
$4.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
351+ 1.04% |
$29.8K - $32.5K
|
34K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
345+ 2.13% |
$29.3K - $31.9K
|
16.5K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
343+ 8.19% |
$29.1K - $31.7K
|
4.53K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
342+ 0.29% |
$29K - $31.7K
|
117K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
341+ 7.2% |
$29K - $31.6K
|
5.08K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
338+ 10.7% |
$28.7K - $31.3K
|
3.5K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
337+ 1.72% |
$28.6K - $31.2K
|
19.9K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
334+ 5.94% |
$28.4K - $30.9K
|
5.96K
$550K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
330+ 6.59% |
$28K - $30.5K
|
5.34K
$493K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
329+ 2.43% |
$27.9K - $30.5K
|
13.9K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 12.71% |
$27.9K - $30.4K
|
2.91K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
327+ 14.21% |
$27.8K - $30.3K
|
2.63K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
325+ 309.52% |
$27.6K - $30.1K
|
430
$39.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
323+ 11.13% |
$27.4K - $29.9K
|
3.23K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 5.25% |
$27.3K - $29.8K
|
6.46K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
320+ 11.58% |
$27.2K - $29.6K
|
3.08K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
316+ 12.03% |
$26.8K - $29.2K
|
2.94K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
315+ 6.22% |
$26.7K - $29.2K
|
5.38K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
314+ 12.86% |
$26.7K - $29.1K
|
2.76K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
314+ 13.59% |
$26.7K - $29.1K
|
2.62K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
312+ 26.2% |
$26.5K - $28.9K
|
1.5K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
311+ 0.65% |
$26.4K - $28.8K
|
48.5K
$4.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
307+ 4.02% |
$26.1K - $28.4K
|
7.95K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
305+ 2.38% |
$25.9K - $28.2K
|
13.1K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
304+ 13.15% |
$25.8K - $28.1K
|
2.62K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
304+ 8.99% |
$25.8K - $28.1K
|
3.69K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
302+ 1.33% |
$25.6K - $28K
|
23K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
302+ 11.26% |
$25.6K - $28K
|
2.98K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
300+ 0.67% |
$25.5K - $27.8K
|
44.8K
$4.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300+ 1428.57% |
$25.5K - $27.8K
|
321
$29.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
300+ 1.43% |
$25.5K - $27.8K
|
21.3K
$1.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
295+ 0.95% |
$25K - $27.3K
|
31.2K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
291+ 6.84% |
$24.7K - $26.9K
|
4.55K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
291+ 9.02% |
$24.7K - $26.9K
|
3.52K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
290+ 0.14% |
$24.6K - $26.8K
|
205K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
290+ 3.17% |
$24.6K - $26.8K
|
9.45K
$872K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
290+ 5.17% |
$24.6K - $26.8K
|
5.9K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
289New |
$24.5K - $26.7K
|
289
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
285+ 6.17% |
$24.2K - $26.4K
|
4.91K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
285+ 12.42% |
$24.2K - $26.4K
|
2.58K
$238K
|