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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
78+ 1.0% |
$6.36K - $7.34K
|
7.91K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 2.25% |
$6.36K - $7.34K
|
3.54K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
78+ 2.43% |
$6.36K - $7.34K
|
3.29K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
76+ 2.44% |
$6.19K - $7.16K
|
3.19K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 0.24% |
$6.11K - $7.06K
|
30.8K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
73+ 0.26% |
$5.95K - $6.87K
|
28.6K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.25K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
72+ 2.27% |
$5.87K - $6.78K
|
3.25K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.09% |
$5.79K - $6.68K
|
3.47K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
71+ 1.89% |
$5.79K - $6.68K
|
3.82K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
69+ 0.96% |
$5.62K - $6.5K
|
7.23K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$5.54K - $6.4K
|
68
$5.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64+ 2.58% |
$5.22K - $6.03K
|
2.54K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
64+ 0.64% |
$5.22K - $6.03K
|
10.1K
$861K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$5.13K - $5.93K
|
63
$5.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
63+ 0.54% |
$5.13K - $5.93K
|
11.6K
$996K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
62+ 1.14% |
$5.05K - $5.84K
|
5.5K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
62+ 0.62% |
$5.05K - $5.84K
|
10.1K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
61+ 0.6% |
$4.97K - $5.74K
|
10.2K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
61+ 0.51% |
$4.97K - $5.74K
|
11.9K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
61+ 0.88% |
$4.97K - $5.74K
|
6.96K
$596K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 0.34% |
$4.97K - $5.74K
|
18.2K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60New |
$4.89K - $5.65K
|
60
$5.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$4.89K - $5.65K
|
11K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.8% |
$4.89K - $5.65K
|
7.58K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
58+ 0.42% |
$4.73K - $5.46K
|
13.9K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
57+ 22.27% |
$4.65K - $5.37K
|
313
$26.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
55+ 0.92% |
$4.48K - $5.18K
|
6.02K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
54+ 1.51% |
$4.4K - $5.08K
|
3.64K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
54New |
$4.4K - $5.08K
|
54
$4.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
54+ 0.15% |
$4.4K - $5.08K
|
35.4K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
53+ 0.56% |
$4.32K - $4.99K
|
9.45K
$809K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
53+ 0.27% |
$4.32K - $4.99K
|
19.7K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
53+ 0.07% |
$4.32K - $4.99K
|
73.9K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.43% |
$4.32K - $4.99K
|
12.4K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
53+ 0.38% |
$4.32K - $4.99K
|
13.9K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
51+ 0.64% |
$4.16K - $4.8K
|
8.06K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 11.19% |
$4.08K - $4.71K
|
497
$42.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 0.72% |
$4.08K - $4.71K
|
6.99K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 0.37% |
$4.08K - $4.71K
|
13.7K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 0.65% |
$4.08K - $4.71K
|
7.72K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
49+ 0.46% |
$3.99K - $4.61K
|
10.8K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47+ 20.89% |
$3.83K - $4.43K
|
272
$23.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
47+ 0.1% |
$3.83K - $4.43K
|
46.5K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.82% |
$3.75K - $4.33K
|
5.63K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
46+ 0.71% |
$3.75K - $4.33K
|
6.56K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
45+ 0.74% |
$3.67K - $4.24K
|
6.14K
$526K
|