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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$395K
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
147+ 2.53% |
$11.3K - $13.3K
|
5.97K
$523K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
146+ 3.49% |
$11.2K - $13.2K
|
4.32K
$379K
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
146+ 1.93% |
$11.2K - $13.2K
|
7.7K
$675K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
143+ 4.31% |
$11K - $12.9K
|
3.46K
$303K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
139+ 3.56% |
$10.7K - $12.6K
|
4.05K
$354K
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
136+ 4.95% |
$10.5K - $12.3K
|
2.88K
$253K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
134+ 1.11% |
$10.3K - $12.1K
|
12.3K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
134+ 0.81% |
$10.3K - $12.1K
|
16.7K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
132New |
$10.2K - $11.9K
|
132
$11.6K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
129+ 34.68% |
$9.93K - $11.7K
|
501
$43.9K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
126+ 1.49% |
$9.7K - $11.4K
|
8.6K
$753K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 8.05% |
$9.63K - $11.3K
|
1.68K
$147K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.69% |
$9.63K - $11.3K
|
18.2K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
123+ 4.26% |
$9.47K - $11.1K
|
3.01K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
121+ 0.05% |
$9.32K - $11K
|
256K
$22.5M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
121+ 4.46% |
$9.32K - $11K
|
2.84K
$248K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
121+ 5.82% |
$9.32K - $11K
|
2.2K
$193K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
120+ 1.79% |
$9.24K - $10.9K
|
6.83K
$598K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$9.24K - $10.9K
|
120
$10.5K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
120New |
$9.24K - $10.9K
|
120
$10.5K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
119+ 3.81% |
$9.16K - $10.8K
|
3.25K
$284K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118+ 3.52% |
$9.09K - $10.7K
|
3.48K
$304K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
117New |
$9.01K - $10.6K
|
117
$10.2K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 0.56% |
$8.93K - $10.5K
|
20.9K
$1.83M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
112+ 15.45% |
$8.62K - $10.1K
|
837
$73.3K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108+ 10.96% |
$8.32K - $9.78K
|
1.09K
$95.7K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
107+ 1.67% |
$8.24K - $9.69K
|
6.51K
$571K
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
105+ 1.25% |
$8.09K - $9.5K
|
8.48K
$743K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
105+ 2.69% |
$8.09K - $9.5K
|
4.01K
$351K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
104+ 1.78% |
$8.01K - $9.41K
|
5.95K
$521K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 1.01% |
$8.01K - $9.41K
|
10.4K
$913K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 1.92% |
$8.01K - $9.41K
|
5.52K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
103+ 0.07% |
$7.93K - $9.32K
|
151K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
100+ 3.04% |
$7.7K - $9.05K
|
3.39K
$297K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
100+ 0.68% |
$7.7K - $9.05K
|
14.9K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
99New |
$7.62K - $8.96K
|
99
$8.67K
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
98+ 0.33% |
$7.55K - $8.87K
|
30K
$2.63M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
98+ 0.71% |
$7.55K - $8.87K
|
13.9K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
96+ 3.66% |
$7.39K - $8.69K
|
2.72K
$238K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$7.32K - $8.6K
|
95
$8.32K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
95+ 1.03% |
$7.32K - $8.6K
|
9.29K
$814K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
92+ 2.19% |
$7.08K - $8.33K
|
4.3K
$376K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
91+ 1.4% |
$7.01K - $8.24K
|
6.58K
$576K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 3.67% |
$6.93K - $8.15K
|
2.55K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
90+ 2.01% |
$6.93K - $8.15K
|
4.56K
$400K
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
87+ 1.1% |
$6.7K - $7.88K
|
7.99K
$700K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.57% |
$6.7K - $7.88K
|
5.64K
$494K
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
86+ 0.27% |
$6.62K - $7.78K
|
32.4K
$2.84M
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
84+ 1.83% |
$6.47K - $7.6K
|
4.68K
$410K
|