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
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
283+ 11.61% |
$24K - $26.2K
|
2.72K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
282+ 7.67% |
$23.9K - $26.1K
|
3.96K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
281+ 0.03% |
$23.9K - $26K
|
824K
$76.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
281+ 7.97% |
$23.9K - $26K
|
3.81K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
274+ 1.77% |
$23.3K - $25.4K
|
15.8K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
270+ 2.45% |
$22.9K - $25K
|
11.3K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
269+ 0.85% |
$22.8K - $24.9K
|
32.1K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
269+ 0.56% |
$22.8K - $24.9K
|
48K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
268+ 3.3% |
$22.8K - $24.8K
|
8.38K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
264+ 2.89% |
$22.4K - $24.4K
|
9.4K
$867K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
263+ 2.78% |
$22.3K - $24.3K
|
9.73K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
260+ 15.68% |
$22.1K - $24.1K
|
1.92K
$177K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
258New |
$21.9K - $23.9K
|
258
$23.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
251+ 3.27% |
$21.3K - $23.2K
|
7.94K
$733K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
251+ 8.75% |
$21.3K - $23.2K
|
3.12K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
246+ 0.66% |
$20.9K - $22.8K
|
37.8K
$3.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
246New |
$20.9K - $22.8K
|
246
$22.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
245+ 5.09% |
$20.8K - $22.7K
|
5.06K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
244+ 5.78% |
$20.7K - $22.6K
|
4.46K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
238+ 4.39% |
$20.2K - $22K
|
5.66K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
236New |
$20K - $21.8K
|
236
$21.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
235New |
$20K - $21.8K
|
235
$21.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
226+ 0.42% |
$19.2K - $20.9K
|
53.4K
$4.93M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
225+ 3.73% |
$19.1K - $20.8K
|
6.26K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
223+ 4.28% |
$18.9K - $20.6K
|
5.44K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
221+ 7.19% |
$18.8K - $20.5K
|
3.29K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
220+ 846.15% |
$18.7K - $20.4K
|
246
$22.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220+ 275.0% |
$18.7K - $20.4K
|
300
$27.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
217+ 2.07% |
$18.4K - $20.1K
|
10.7K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
212+ 0.61% |
$18K - $19.6K
|
35.1K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
211+ 1.86% |
$17.9K - $19.5K
|
11.5K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
210+ 2.93% |
$17.8K - $19.4K
|
7.39K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
210+ 6.56% |
$17.8K - $19.4K
|
3.41K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
207+ 2.85% |
$17.6K - $19.2K
|
7.48K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
205+ 8.27% |
$17.4K - $19K
|
2.69K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
204+ 3.06% |
$17.3K - $18.9K
|
6.86K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
203+ 2.14% |
$17.2K - $18.8K
|
9.7K
$896K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
202+ 2.9% |
$17.2K - $18.7K
|
7.17K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$17K - $18.5K
|
200
$18.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
200+ 3.88% |
$17K - $18.5K
|
5.35K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 27.7% |
$17K - $18.5K
|
922
$85.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
198+ 1.28% |
$16.8K - $18.3K
|
15.6K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
196+ 5.57% |
$16.6K - $18.1K
|
3.71K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 2.11% |
$16.6K - $18.1K
|
9.47K
$874K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
195+ 4.52% |
$16.6K - $18K
|
4.51K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
193+ 8.21% |
$16.4K - $17.9K
|
2.55K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
192+ 0.4% |
$16.3K - $17.8K
|
47.7K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
190+ 0.74% |
$16.1K - $17.6K
|
25.7K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
189+ 4.31% |
$16K - $17.5K
|
4.58K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
189+ 4.82% |
$16K - $17.5K
|
4.11K
$380K
|