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 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
36+ 6.7% |
$3.06K - $3.33K
|
573
$52.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
35+ 0.73% |
$2.97K - $3.24K
|
4.83K
$446K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.28% |
$2.97K - $3.24K
|
12.6K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
34+ 0.85% |
$2.89K - $3.15K
|
4.06K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
34New |
$2.89K - $3.15K
|
34
$3.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33+ 0.3% |
$2.8K - $3.05K
|
11K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
33+ 0.55% |
$2.8K - $3.05K
|
6.01K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
33+ 0.84% |
$2.8K - $3.05K
|
3.95K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
33+ 0.45% |
$2.8K - $3.05K
|
7.39K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 0.45% |
$2.72K - $2.96K
|
7.09K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 9.12% |
$2.63K - $2.87K
|
371
$34.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 0.11% |
$2.63K - $2.87K
|
28.1K
$2.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
30+ 0.74% |
$2.55K - $2.78K
|
4.1K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.84% |
$2.46K - $2.68K
|
3.48K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
29+ 0.6% |
$2.46K - $2.68K
|
4.88K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.68% |
$2.46K - $2.68K
|
4.29K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
28+ 0.32% |
$2.38K - $2.59K
|
8.72K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.44% |
$2.29K - $2.5K
|
6.23K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27+ 0.81% |
$2.29K - $2.5K
|
3.34K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
26+ 35.14% |
$2.21K - $2.41K
|
100
$9.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
26+ 0.01% |
$2.21K - $2.41K
|
217K
$20M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
26+ 0.26% |
$2.21K - $2.41K
|
9.88K
$912K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.53% |
$2.12K - $2.31K
|
4.75K
$439K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
25+ 1.23% |
$2.12K - $2.31K
|
2.06K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
24+ 0.2% |
$2.04K - $2.22K
|
11.9K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
24+ 20.87% |
$2.04K - $2.22K
|
139
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.29% |
$1.95K - $2.13K
|
8.03K
$741K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
23+ 0.85% |
$1.95K - $2.13K
|
2.73K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
22+ 0.84% |
$1.87K - $2.04K
|
2.63K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 1.49% |
$1.87K - $2.04K
|
1.5K
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
21+ 0.85% |
$1.78K - $1.94K
|
2.5K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.85% |
$1.78K - $1.94K
|
2.49K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.78K - $1.94K
|
4.04K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$1.61K - $1.76K
|
3.74K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 3.06% |
$1.61K - $1.76K
|
640
$59.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.53K - $1.67K
|
18
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 2.41% |
$1.53K - $1.67K
|
765
$70.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
17+ 0.13% |
$1.44K - $1.57K
|
12.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17+ 0.68% |
$1.44K - $1.57K
|
2.52K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 3.39% |
$1.44K - $1.57K
|
519
$47.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.55% |
$1.44K - $1.57K
|
3.11K
$287K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17+ 0.28% |
$1.44K - $1.57K
|
6.03K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.79% |
$1.36K - $1.48K
|
2.05K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.86% |
$1.36K - $1.48K
|
874
$80.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.27K - $1.39K
|
15
$1.38K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 1.56% |
$1.27K - $1.39K
|
974
$89.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 78.95% |
$1.27K - $1.39K
|
34
$3.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
14+ 0.23% |
$1.19K - $1.3K
|
6.16K
$569K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.32% |
$1.19K - $1.3K
|
4.35K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
14+ 0.64% |
$1.19K - $1.3K
|
2.2K
$203K
|