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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
408+ 1.81% |
$31.4K - $36.9K
|
22.9K
$2.01M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
400+ 107.24% |
$30.8K - $36.2K
|
773
$67.7K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$371K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
392+ 9.11% |
$30.2K - $35.5K
|
4.7K
$411K
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
387+ 11.96% |
$29.8K - $35K
|
3.62K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
382+ 0.32% |
$29.4K - $34.6K
|
121K
$10.6M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
379+ 4.45% |
$29.2K - $34.3K
|
8.9K
$779K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
377+ 10.76% |
$29K - $34.1K
|
3.88K
$340K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
376+ 10.52% |
$29K - $34K
|
3.95K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
375+ 1.75% |
$28.9K - $33.9K
|
21.7K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
374+ 11.59% |
$28.8K - $33.9K
|
3.6K
$316K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
372+ 1.91% |
$28.6K - $33.7K
|
19.8K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
367+ 5.98% |
$28.3K - $33.2K
|
6.51K
$570K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
366+ 2.86% |
$28.2K - $33.1K
|
13.2K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
360+ 5.97% |
$27.7K - $32.6K
|
6.39K
$560K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 1.27% |
$27.7K - $32.6K
|
28.8K
$2.52M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
356+ 0.16% |
$27.4K - $32.2K
|
230K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
350+ 25.05% |
$27K - $31.7K
|
1.75K
$153K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
350New |
$27K - $31.7K
|
350
$30.7K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
349+ 34.22% |
$26.9K - $31.6K
|
1.37K
$120K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 59.49% |
$26.8K - $31.5K
|
933
$81.7K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
347+ 0.45% |
$26.7K - $31.4K
|
77K
$6.74M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
345+ 2.2% |
$26.6K - $31.2K
|
16.1K
$1.41M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
345+ 4.24% |
$26.6K - $31.2K
|
8.49K
$743K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
340+ 3.71% |
$26.2K - $30.8K
|
9.5K
$832K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
339+ 5.48% |
$26.1K - $30.7K
|
6.52K
$571K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
338New |
$26K - $30.6K
|
338
$29.6K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
337+ 1.91% |
$25.9K - $30.5K
|
17.9K
$1.57M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
332+ 6.18% |
$25.6K - $30.1K
|
5.71K
$500K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
332+ 1.77% |
$25.6K - $30.1K
|
19.1K
$1.67M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
326+ 1.81% |
$25.1K - $29.5K
|
18.3K
$1.61M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
322+ 3.71% |
$24.8K - $29.1K
|
9.01K
$789K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
320+ 1.17% |
$24.6K - $29K
|
27.6K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
318+ 0.72% |
$24.5K - $28.8K
|
44.4K
$3.89M
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
310New |
$23.9K - $28.1K
|
310
$27.2K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
306+ 4.81% |
$23.6K - $27.7K
|
6.67K
$584K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
306+ 4.64% |
$23.6K - $27.7K
|
6.9K
$604K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
305+ 0.35% |
$23.5K - $27.6K
|
87.1K
$7.63M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
304+ 1.57% |
$23.4K - $27.5K
|
19.7K
$1.72M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
300+ 1.5% |
$23.1K - $27.2K
|
20.2K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
294+ 0.91% |
$22.6K - $26.6K
|
32.5K
$2.85M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
294New |
$22.6K - $26.6K
|
294
$25.8K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
292+ 12.08% |
$22.5K - $26.4K
|
2.71K
$237K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
289+ 3.97% |
$22.3K - $26.2K
|
7.57K
$663K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275+ 36.28% |
$21.2K - $24.9K
|
1.03K
$90.5K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
273+ 9.1% |
$21K - $24.7K
|
3.27K
$287K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
265+ 6.15% |
$20.4K - $24K
|
4.58K
$401K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
264+ 0.28% |
$20.3K - $23.9K
|
94.4K
$8.27M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
262+ 8.7% |
$20.2K - $23.7K
|
3.27K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
255+ 170.0% |
$19.6K - $23.1K
|
405
$35.5K
|