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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.19% |
$924 - $1.09K
|
6.28K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.06% |
$924 - $1.09K
|
21.3K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.32% |
$847 - $996
|
3.45K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 5.39% |
$847 - $996
|
215
$18.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$847 - $996
|
11
$964
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.11% |
$847 - $996
|
9.62K
$843K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$847 - $996
|
3.64K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.35% |
$770 - $905
|
2.84K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$770 - $905
|
6.56K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$770 - $905
|
6.39K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10+ 0.05% |
$770 - $905
|
21.6K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
10+ 0.26% |
$770 - $905
|
3.88K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.03K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.3% |
$770 - $905
|
3.31K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.1K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 1.38% |
$693 - $815
|
659
$57.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9+ 0.19% |
$693 - $815
|
4.66K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$616 - $724
|
3.4K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.33% |
$616 - $724
|
2.43K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8New |
$616 - $724
|
8
$701
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8+ 0.29% |
$616 - $724
|
2.75K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.26% |
$616 - $724
|
3.05K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$539 - $634
|
527
$46.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.44% |
$539 - $634
|
1.6K
$140K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$462 - $543
|
3.74K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.1% |
$462 - $543
|
5.77K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.03% |
$462 - $543
|
18.1K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$385 - $453
|
10.5K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.15% |
$385 - $453
|
3.25K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.16% |
$385 - $453
|
3.04K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.11% |
$385 - $453
|
4.58K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$385 - $453
|
17.4K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.2% |
$308 - $362
|
2.02K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$308 - $362
|
12.4K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4New |
$308 - $362
|
4
$350
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$308 - $362
|
7.16K
$627K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$308 - $362
|
1.05K
$92.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$231 - $272
|
10.7K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.11% |
$231 - $272
|
2.7K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.73% |
$231 - $272
|
415
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.44K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 3.33% |
$231 - $272
|
93
$8.15K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.46K
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$231 - $272
|
9.4K
$823K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.86% |
$231 - $272
|
350
$30.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3+ 0.04% |
$231 - $272
|
7.12K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $272
|
6.9K
$605K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$231 - $272
|
3.15K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$231 - $272
|
23.5K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$231 - $272
|
678
$59.4K
|