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 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
70New |
$5.94K - $6.48K
|
70
$6.46K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
68+ 3.07% |
$5.77K - $6.29K
|
2.28K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
67+ 0.75% |
$5.69K - $6.2K
|
9.05K
$836K
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 2.79% |
$5.69K - $6.2K
|
2.47K
$228K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 0.84% |
$5.52K - $6.02K
|
7.79K
$720K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
63+ 0.68% |
$5.35K - $5.83K
|
9.34K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
62+ 0.79% |
$5.26K - $5.74K
|
7.95K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
61+ 0.6% |
$5.18K - $5.65K
|
10.2K
$942K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
60New |
$5.09K - $5.55K
|
60
$5.54K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
60+ 1.89% |
$5.09K - $5.55K
|
3.23K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
60+ 1.42% |
$5.09K - $5.55K
|
4.29K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
60+ 2.2% |
$5.09K - $5.55K
|
2.79K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.79% |
$5.09K - $5.55K
|
7.69K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
58+ 0.71% |
$4.92K - $5.37K
|
8.17K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
57+ 0.25% |
$4.84K - $5.28K
|
23.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56+ 0.1% |
$4.75K - $5.18K
|
57.3K
$5.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
55+ 0.67% |
$4.67K - $5.09K
|
8.27K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
54+ 0.44% |
$4.59K - $5K
|
12.2K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
54+ 2.1% |
$4.59K - $5K
|
2.62K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 1.41% |
$4.59K - $5K
|
3.88K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
53+ 2.39% |
$4.5K - $4.91K
|
2.27K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
52+ 1.95% |
$4.42K - $4.81K
|
2.72K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
52+ 1.06% |
$4.42K - $4.81K
|
4.94K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
52+ 6.77% |
$4.42K - $4.81K
|
820
$75.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
52+ 0.62% |
$4.42K - $4.81K
|
8.41K
$776K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51+ 0.74% |
$4.33K - $4.72K
|
6.93K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
50+ 1.69% |
$4.25K - $4.63K
|
3.02K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
50+ 0.72% |
$4.25K - $4.63K
|
7.01K
$648K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
49+ 1.19% |
$4.16K - $4.54K
|
4.18K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48+ 11.85% |
$4.08K - $4.44K
|
453
$41.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
47+ 11.9% |
$3.99K - $4.35K
|
442
$40.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
47+ 1.67% |
$3.99K - $4.35K
|
2.86K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 0.56% |
$3.91K - $4.26K
|
8.21K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
45+ 0.34% |
$3.82K - $4.17K
|
13.3K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
44+ 0.51% |
$3.74K - $4.07K
|
8.71K
$804K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
44+ 1.41% |
$3.74K - $4.07K
|
3.16K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
43+ 0.31% |
$3.65K - $3.98K
|
14K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
42+ 0.78% |
$3.57K - $3.89K
|
5.44K
$502K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
42+ 0.39% |
$3.57K - $3.89K
|
10.8K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41+ 1.81% |
$3.48K - $3.79K
|
2.31K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 15.44% |
$3.4K - $3.7K
|
299
$27.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
40+ 2.76% |
$3.4K - $3.7K
|
1.49K
$138K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
40+ 7.49% |
$3.4K - $3.7K
|
574
$53K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
40+ 0.8% |
$3.4K - $3.7K
|
5.06K
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
40+ 1.73% |
$3.4K - $3.7K
|
2.35K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
40+ 1.56% |
$3.4K - $3.7K
|
2.61K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
38+ 0.76% |
$3.23K - $3.52K
|
5.04K
$465K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
37+ 5.71% |
$3.14K - $3.42K
|
685
$63.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
37+ 0.79% |
$3.14K - $3.42K
|
4.73K
$436K
|