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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.57% |
$6.7K - $7.88K
|
5.64K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
86+ 0.27% |
$6.62K - $7.78K
|
32.4K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
84+ 1.83% |
$6.47K - $7.6K
|
4.68K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 22.13% |
$6.24K - $7.33K
|
447
$40.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 0.61% |
$6.16K - $7.24K
|
13.2K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
80+ 1.09% |
$6.16K - $7.24K
|
7.41K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 5.45% |
$6.16K - $7.24K
|
1.55K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
78+ 0.22% |
$6.01K - $7.06K
|
35.1K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
77+ 1.18% |
$5.93K - $6.97K
|
6.62K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
77+ 1.32% |
$5.93K - $6.97K
|
5.89K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
75+ 2.68% |
$5.78K - $6.79K
|
2.88K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
70+ 1.15% |
$5.39K - $6.34K
|
6.17K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
70+ 0.23% |
$5.39K - $6.34K
|
31K
$2.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
70+ 1.1% |
$5.39K - $6.34K
|
6.43K
$577K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
69+ 1.19% |
$5.31K - $6.25K
|
5.89K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
67+ 0.35% |
$5.16K - $6.06K
|
19K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
67+ 223.33% |
$5.16K - $6.06K
|
97
$8.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
67+ 0.88% |
$5.16K - $6.06K
|
7.67K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
66+ 0.23% |
$5.08K - $5.97K
|
29K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 0.45% |
$5.01K - $5.88K
|
14.4K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
63+ 1.85% |
$4.85K - $5.7K
|
3.47K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
61+ 1.43% |
$4.7K - $5.52K
|
4.32K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
57+ 1.88% |
$4.39K - $5.16K
|
3.09K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 0.83% |
$4.39K - $5.16K
|
6.95K
$624K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
56+ 1.83% |
$4.31K - $5.07K
|
3.11K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56+ 0.46% |
$4.31K - $5.07K
|
12.4K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
56+ 0.75% |
$4.31K - $5.07K
|
7.52K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.35% |
$4.24K - $4.98K
|
15.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54+ 1.15% |
$4.16K - $4.89K
|
4.76K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.35% |
$3.85K - $4.53K
|
14.3K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48+ 0.34% |
$3.7K - $4.34K
|
14.3K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
46+ 0.49% |
$3.54K - $4.16K
|
9.39K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
45+ 0.15% |
$3.47K - $4.07K
|
30.7K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
45+ 0.28% |
$3.47K - $4.07K
|
15.9K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
44+ 0.82% |
$3.39K - $3.98K
|
5.4K
$485K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.05% |
$3.31K - $3.89K
|
79.2K
$7.11M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
42+ 1.32% |
$3.23K - $3.8K
|
3.24K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.15% |
$3.23K - $3.8K
|
28.5K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
42+ 0.54% |
$3.23K - $3.8K
|
7.85K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 8.13% |
$3.16K - $3.71K
|
545
$48.9K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 0.6% |
$3.08K - $3.62K
|
6.75K
$606K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
40+ 0.5% |
$3.08K - $3.62K
|
7.98K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39+ 0.44% |
$3K - $3.53K
|
8.83K
$792K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
37+ 0.73% |
$2.85K - $3.35K
|
5.09K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 9.57% |
$2.77K - $3.26K
|
412
$37K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
36+ 0.65% |
$2.77K - $3.26K
|
5.62K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.3% |
$2.77K - $3.26K
|
12.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
35+ 0.11% |
$2.7K - $3.17K
|
32K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.95% |
$2.62K - $3.08K
|
3.62K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
34+ 1.1% |
$2.62K - $3.08K
|
3.12K
$280K
|