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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
293+ 0.7% |
$23.7K - $27.2K
|
42K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
292+ 16.1% |
$23.6K - $27.1K
|
2.11K
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
292+ 2.71% |
$23.6K - $27.1K
|
11.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
285+ 4.99% |
$23.1K - $26.5K
|
6K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
280+ 6.85% |
$22.7K - $26K
|
4.37K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
280+ 1.74% |
$22.7K - $26K
|
16.4K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
278+ 4.62% |
$22.5K - $25.8K
|
6.3K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
277+ 5.77% |
$22.4K - $25.7K
|
5.08K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271+ 0.37% |
$21.9K - $25.2K
|
74.3K
$6.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
270+ 6.74% |
$21.9K - $25.1K
|
4.28K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264+ 11.8% |
$21.4K - $24.5K
|
2.5K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
262+ 16.69% |
$21.2K - $24.4K
|
1.83K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
260+ 0.28% |
$21K - $24.2K
|
94.2K
$8.79M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
258+ 4.19% |
$20.9K - $24K
|
6.41K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
258+ 3.18% |
$20.9K - $24K
|
8.38K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
255+ 2.69% |
$20.6K - $23.7K
|
9.74K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
252+ 5.85% |
$20.4K - $23.4K
|
4.56K
$425K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
247+ 7.54% |
$20K - $23K
|
3.53K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
245+ 9.17% |
$19.8K - $22.8K
|
2.92K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
243+ 1.52% |
$19.7K - $22.6K
|
16.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
242+ 10.81% |
$19.6K - $22.5K
|
2.48K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
238+ 3.43% |
$19.3K - $22.1K
|
7.18K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
237+ 0.61% |
$19.2K - $22K
|
39.3K
$3.67M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
235New |
$19K - $21.8K
|
235
$21.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
233+ 6.65% |
$18.9K - $21.7K
|
3.74K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
232+ 8.17% |
$18.8K - $21.6K
|
3.07K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
232+ 0.56% |
$18.8K - $21.6K
|
41.3K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230New |
$18.6K - $21.4K
|
230
$21.5K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
230+ 1.96% |
$18.6K - $21.4K
|
12K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
228+ 3.26% |
$18.5K - $21.2K
|
7.21K
$673K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
228+ 4.58% |
$18.5K - $21.2K
|
5.21K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
225+ 0.28% |
$18.2K - $20.9K
|
79.7K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
221+ 7.76% |
$17.9K - $20.5K
|
3.07K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
219+ 4.78% |
$17.7K - $20.4K
|
4.8K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
218+ 4.6% |
$17.6K - $20.3K
|
4.96K
$463K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
217+ 4.34% |
$17.6K - $20.2K
|
5.22K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
212+ 9.98% |
$17.2K - $19.7K
|
2.34K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
211+ 3.82% |
$17.1K - $19.6K
|
5.73K
$535K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
210New |
$17K - $19.5K
|
210
$19.6K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
208+ 2.67% |
$16.8K - $19.3K
|
8.01K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
201+ 3.46% |
$16.3K - $18.7K
|
6.01K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
200+ 8.85% |
$16.2K - $18.6K
|
2.46K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
200+ 3.91% |
$16.2K - $18.6K
|
5.32K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
200+ 6.44% |
$16.2K - $18.6K
|
3.31K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 4.6% |
$16.2K - $18.6K
|
4.55K
$425K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$16.2K - $18.6K
|
200
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
196+ 24.84% |
$15.9K - $18.2K
|
985
$91.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
194+ 1.02% |
$15.7K - $18K
|
19.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
192New |
$15.5K - $17.8K
|
192
$17.9K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
192+ 0.7% |
$15.5K - $17.8K
|
27.7K
$2.58M
|