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 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
120+ 7.56% |
$10.2K - $11.1K
|
1.71K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
119+ 0.82% |
$10.1K - $11K
|
14.7K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
118+ 3.76% |
$10K - $10.9K
|
3.26K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
117+ 1.04% |
$9.93K - $10.8K
|
11.4K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
113+ 1.04% |
$9.59K - $10.5K
|
11K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
113+ 1.12% |
$9.59K - $10.5K
|
10.2K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
113+ 4.58% |
$9.59K - $10.5K
|
2.58K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
111+ 28.98% |
$9.43K - $10.3K
|
494
$45.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
109+ 1.95% |
$9.26K - $10.1K
|
5.7K
$526K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
106+ 0.5% |
$9K - $9.81K
|
21.2K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
106+ 2.31% |
$9K - $9.81K
|
4.7K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
105+ 2.29% |
$8.92K - $9.72K
|
4.68K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
104+ 0.73% |
$8.83K - $9.63K
|
14.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
102+ 1.96% |
$8.66K - $9.44K
|
5.32K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
102New |
$8.66K - $9.44K
|
102
$9.42K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
101+ 4.5% |
$8.58K - $9.35K
|
2.35K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
100+ 4.55% |
$8.49K - $9.26K
|
2.3K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
100+ 2.41% |
$8.49K - $9.26K
|
4.25K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
100+ 1.19% |
$8.49K - $9.26K
|
8.48K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 1.13% |
$8.49K - $9.26K
|
8.91K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
100+ 3.2% |
$8.49K - $9.26K
|
3.23K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100+ 0.9% |
$8.49K - $9.26K
|
11.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
99+ 0.88% |
$8.41K - $9.16K
|
11.4K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 2.75% |
$8.41K - $9.16K
|
3.7K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 0.36% |
$8.41K - $9.16K
|
27.6K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
96+ 3.15% |
$8.15K - $8.89K
|
3.15K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 0.84% |
$8.07K - $8.79K
|
11.3K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
94+ 5.13% |
$7.98K - $8.7K
|
1.93K
$178K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
94+ 17.6% |
$7.98K - $8.7K
|
628
$58K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88+ 3.13% |
$7.47K - $8.15K
|
2.9K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
88+ 4.03% |
$7.47K - $8.15K
|
2.27K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
87New |
$7.39K - $8.05K
|
87
$8.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
86+ 1.67% |
$7.3K - $7.96K
|
5.22K
$482K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.41% |
$7.3K - $7.96K
|
6.2K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
85+ 0.12% |
$7.22K - $7.87K
|
72.2K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
83+ 0.31% |
$7.05K - $7.68K
|
27.1K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
83+ 0.55% |
$7.05K - $7.68K
|
15.3K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
82+ 1.16% |
$6.96K - $7.59K
|
7.16K
$661K
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
80+ 0.84% |
$6.79K - $7.4K
|
9.56K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
80+ 0.63% |
$6.79K - $7.4K
|
12.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
79+ 1.1% |
$6.71K - $7.31K
|
7.29K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$776K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79+ 1.81% |
$6.71K - $7.31K
|
4.43K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
78+ 1.15% |
$6.62K - $7.22K
|
6.85K
$632K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
78+ 3.03% |
$6.62K - $7.22K
|
2.66K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
78+ 1.01% |
$6.62K - $7.22K
|
7.77K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
77+ 1.45% |
$6.54K - $7.13K
|
5.4K
$499K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
75+ 1.44% |
$6.37K - $6.94K
|
5.28K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
73+ 1460.0% |
$6.2K - $6.76K
|
78
$7.2K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
71+ 1.59% |
$6.03K - $6.57K
|
4.52K
$418K
|