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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
484+ 0.66% |
$39.2K - $45K
|
73.4K
$6.85M
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
480+ 2.51% |
$38.9K - $44.6K
|
19.6K
$1.83M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
480+ 657.53% |
$38.9K - $44.6K
|
553
$51.6K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 7.95% |
$38.5K - $44.2K
|
6.45K
$602K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
474+ 3.51% |
$38.4K - $44.1K
|
14K
$1.3M
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
464+ 0.36% |
$37.6K - $43.1K
|
128K
$11.9M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
464+ 3.52% |
$37.6K - $43.1K
|
13.7K
$1.28M
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
457+ 12.02% |
$37K - $42.5K
|
4.26K
$397K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
452+ 15.45% |
$36.6K - $42K
|
3.38K
$315K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
451+ 8.14% |
$36.5K - $41.9K
|
5.99K
$559K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
444+ 9.18% |
$35.9K - $41.3K
|
5.28K
$493K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
438+ 2.2% |
$35.5K - $40.7K
|
20.3K
$1.9M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
435New |
$35.2K - $40.4K
|
435
$40.6K
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
433+ 0.71% |
$35.1K - $40.3K
|
61.7K
$5.76M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
431New |
$34.9K - $40.1K
|
431
$40.2K
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
430+ 0.04% |
$34.8K - $40K
|
1.11M
$103M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
416+ 9.9% |
$33.7K - $38.7K
|
4.62K
$431K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 1.94% |
$33.4K - $38.4K
|
21.7K
$2.02M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
411+ 9.47% |
$33.3K - $38.2K
|
4.75K
$443K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
411+ 3.32% |
$33.3K - $38.2K
|
12.8K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
405+ 7.67% |
$32.8K - $37.6K
|
5.69K
$531K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
400+ 20.89% |
$32.4K - $37.2K
|
2.32K
$216K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
398+ 7.54% |
$32.2K - $37K
|
5.68K
$530K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
395New |
$32K - $36.7K
|
395
$36.9K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
394+ 7.83% |
$31.9K - $36.6K
|
5.43K
$506K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
393+ 262.0% |
$31.8K - $36.5K
|
543
$50.7K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
390New |
$31.6K - $36.3K
|
390
$36.4K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
383New |
$31K - $35.6K
|
383
$35.7K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
377+ 20.68% |
$30.5K - $35K
|
2.2K
$205K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
371+ 5.7% |
$30K - $34.5K
|
6.88K
$642K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
364+ 2.15% |
$29.5K - $33.8K
|
17.3K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
360New |
$29.1K - $33.5K
|
360
$33.6K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
350+ 70.42% |
$28.3K - $32.5K
|
847
$79.1K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
347+ 7.44% |
$28.1K - $32.3K
|
5.01K
$468K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
340+ 54.31% |
$27.5K - $31.6K
|
966
$90.2K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
340+ 10.9% |
$27.5K - $31.6K
|
3.46K
$323K
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
335+ 0.6% |
$27.1K - $31.1K
|
56K
$5.23M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
335+ 2.5% |
$27.1K - $31.1K
|
13.8K
$1.28M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
332+ 7.76% |
$26.9K - $30.9K
|
4.61K
$430K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
327+ 1.64% |
$26.5K - $30.4K
|
20.2K
$1.89M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
316+ 12.71% |
$25.6K - $29.4K
|
2.8K
$262K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
315+ 6.72% |
$25.5K - $29.3K
|
5K
$467K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
312+ 6.42% |
$25.3K - $29K
|
5.17K
$483K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
308+ 3.27% |
$24.9K - $28.6K
|
9.72K
$907K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305New |
$24.7K - $28.4K
|
305
$28.5K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
304+ 1.68% |
$24.6K - $28.3K
|
18.4K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
302+ 5.93% |
$24.4K - $28.1K
|
5.39K
$503K
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
300+ 2.19% |
$24.3K - $27.9K
|
14K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
298+ 5.44% |
$24.1K - $27.7K
|
5.78K
$539K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
295+ 4.35% |
$23.9K - $27.4K
|
7.08K
$661K
|