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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
748+ 25.98% |
$60.6K - $69.5K
|
3.63K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
748+ 67.88% |
$60.6K - $69.5K
|
1.85K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
746+ 444.05% |
$60.4K - $69.3K
|
914
$85.3K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
740+ 11.52% |
$59.9K - $68.8K
|
7.16K
$668K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
728+ 14.74% |
$58.9K - $67.7K
|
5.67K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
725+ 4.08% |
$58.7K - $67.4K
|
18.5K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
719+ 2.74% |
$58.2K - $66.8K
|
26.9K
$2.51M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
715+ 2.58% |
$57.9K - $66.5K
|
28.5K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
714+ 17.75% |
$57.8K - $66.4K
|
4.74K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
694+ 0.87% |
$56.2K - $64.5K
|
80.4K
$7.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
694+ 159.91% |
$56.2K - $64.5K
|
1.13K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
690New |
$55.9K - $64.1K
|
690
$64.4K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
682+ 1.38% |
$55.2K - $63.4K
|
50.1K
$4.68M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
682+ 1.83% |
$55.2K - $63.4K
|
37.9K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
678+ 4.33% |
$54.9K - $63K
|
16.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
673+ 2.64% |
$54.5K - $62.6K
|
26.2K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
664+ 4.74% |
$53.8K - $61.7K
|
14.7K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
652+ 3.19% |
$52.8K - $60.6K
|
21.1K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
650+ 9.19% |
$52.6K - $60.4K
|
7.72K
$721K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
648+ 6.43% |
$52.5K - $60.2K
|
10.7K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
630+ 2.02% |
$51K - $58.6K
|
31.9K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
627+ 2.53% |
$50.8K - $58.3K
|
25.4K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
626+ 1.27% |
$50.7K - $58.2K
|
49.9K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
614+ 4.63% |
$49.7K - $57.1K
|
13.9K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
609+ 1.65% |
$49.3K - $56.6K
|
37.5K
$3.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
595+ 22.45% |
$48.2K - $55.3K
|
3.25K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
594+ 6.84% |
$48.1K - $55.2K
|
9.28K
$866K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
593+ 0.74% |
$48K - $55.1K
|
80.5K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
593+ 0.67% |
$48K - $55.1K
|
88.9K
$8.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
578+ 12.05% |
$46.8K - $53.7K
|
5.38K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
575+ 9.35% |
$46.6K - $53.5K
|
6.73K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
569+ 31.73% |
$46.1K - $52.9K
|
2.36K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
566New |
$45.8K - $52.6K
|
566
$52.8K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
541+ 7.88% |
$43.8K - $50.3K
|
7.4K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
539+ 6.05% |
$43.6K - $50.1K
|
9.45K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
537+ 3.68% |
$43.5K - $49.9K
|
15.1K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
534New |
$43.2K - $49.6K
|
534
$49.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
525+ 13.6% |
$42.5K - $48.8K
|
4.39K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
521+ 12.95% |
$42.2K - $48.4K
|
4.55K
$424K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
517+ 9.68% |
$41.9K - $48.1K
|
5.86K
$547K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
513+ 2.23% |
$41.5K - $47.7K
|
23.5K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
509+ 16.85% |
$41.2K - $47.3K
|
3.53K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
504+ 5.62% |
$40.8K - $46.9K
|
9.47K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
500+ 10.63% |
$40.5K - $46.5K
|
5.2K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
500+ 8.59% |
$40.5K - $46.5K
|
6.32K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
500+ 1.61% |
$40.5K - $46.5K
|
31.5K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 9.26% |
$40.5K - $46.5K
|
5.9K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
496+ 5.29% |
$40.2K - $46.1K
|
9.88K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
494+ 1.26% |
$40K - $45.9K
|
39.7K
$3.7M
|