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 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 7.45% |
$16K - $17.4K
|
2.71K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
187+ 3.54% |
$15.9K - $17.3K
|
5.47K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
185+ 0.61% |
$15.7K - $17.1K
|
30.6K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
182+ 0.5% |
$15.5K - $16.8K
|
36.5K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
181+ 15.79% |
$15.4K - $16.8K
|
1.33K
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
181+ 0.41% |
$15.4K - $16.8K
|
44K
$4.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
181+ 5.48% |
$15.4K - $16.8K
|
3.49K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
179+ 1.16% |
$15.2K - $16.6K
|
15.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 1.49% |
$14.4K - $15.7K
|
11.6K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
168+ 0.59% |
$14.3K - $15.6K
|
28.6K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
164New |
$13.9K - $15.2K
|
164
$15.1K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
163+ 0.82% |
$13.8K - $15.1K
|
20K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
163+ 1.9% |
$13.8K - $15.1K
|
8.76K
$809K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 1.16% |
$13.8K - $15.1K
|
14.2K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
161New |
$13.7K - $14.9K
|
161
$14.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
160+ 1.4% |
$13.6K - $14.8K
|
11.6K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
160+ 1.62% |
$13.6K - $14.8K
|
10K
$924K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
160+ 5.14% |
$13.6K - $14.8K
|
3.27K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
160+ 6.65% |
$13.6K - $14.8K
|
2.57K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
159+ 4.51% |
$13.5K - $14.7K
|
3.68K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
159+ 0.63% |
$13.5K - $14.7K
|
25.6K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
159+ 6.65% |
$13.5K - $14.7K
|
2.55K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
158+ 585.19% |
$13.4K - $14.6K
|
185
$17.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
154+ 5.69% |
$13.1K - $14.3K
|
2.86K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
150+ 0.81% |
$12.7K - $13.9K
|
18.6K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
150+ 3.89% |
$12.7K - $13.9K
|
4.01K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
149+ 4.01% |
$12.7K - $13.8K
|
3.86K
$356K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
149+ 1.21% |
$12.7K - $13.8K
|
12.4K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
146+ 1.29% |
$12.4K - $13.5K
|
11.4K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
145New |
$12.3K - $13.4K
|
145
$13.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
144+ 14.62% |
$12.2K - $13.3K
|
1.13K
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
142+ 0.84% |
$12.1K - $13.1K
|
17.1K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
141+ 4.65% |
$12K - $13.1K
|
3.17K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
140+ 121.74% |
$11.9K - $13K
|
255
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
139+ 0.55% |
$11.8K - $12.9K
|
25.3K
$2.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
138+ 5.55% |
$11.7K - $12.8K
|
2.62K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
134+ 2.23% |
$11.4K - $12.4K
|
6.13K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
133+ 24.54% |
$11.3K - $12.3K
|
675
$62.3K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
131+ 4.64% |
$11.1K - $12.1K
|
2.96K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
130+ 2.71% |
$11K - $12K
|
4.92K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
130New |
$11K - $12K
|
130
$12K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 5.24% |
$11K - $11.9K
|
2.59K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
127+ 0.32% |
$10.8K - $11.8K
|
39.9K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
127+ 3.67% |
$10.8K - $11.8K
|
3.59K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
125+ 4.54% |
$10.6K - $11.6K
|
2.88K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
125+ 2.05% |
$10.6K - $11.6K
|
6.23K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
124+ 14.64% |
$10.5K - $11.5K
|
971
$89.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
123+ 3.56% |
$10.4K - $11.4K
|
3.58K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
123+ 0.56% |
$10.4K - $11.4K
|
22.2K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
120+ 2.15% |
$10.2K - $11.1K
|
5.71K
$527K
|