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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
100+ 3.2% |
$8.49K - $9.26K
|
3.23K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100+ 0.9% |
$8.49K - $9.26K
|
11.2K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.41% |
$7.3K - $7.96K
|
6.2K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$773K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79+ 1.81% |
$6.71K - $7.31K
|
4.43K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 0.84% |
$5.52K - $6.02K
|
7.79K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
60+ 1.42% |
$5.09K - $5.55K
|
4.29K
$395K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
60+ 2.2% |
$5.09K - $5.55K
|
2.79K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.79% |
$5.09K - $5.55K
|
7.69K
$708K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
44+ 1.41% |
$3.74K - $4.07K
|
3.16K
$291K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.28% |
$2.97K - $3.24K
|
12.6K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.78K - $1.94K
|
4.04K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.55% |
$1.44K - $1.57K
|
3.11K
$286K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17+ 0.28% |
$1.44K - $1.57K
|
6.03K
$555K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.86% |
$1.36K - $1.48K
|
874
$80.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.14% |
$679 - $740
|
5.74K
$528K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.84% |
$594 - $648
|
838
$77.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6+ 0.18% |
$509 - $555
|
3.3K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$340 - $370
|
7.24K
$666K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.1% |
$340 - $370
|
4.01K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.1% |
$255 - $278
|
2.98K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.2K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$170 - $185
|
4.43K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
1+ 0.0% |
$84.9 - $92.6
|
63.7K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
8.96K
$824K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.78M+ 13.94% |
$630M - $723M
|
63.6M
$5.85B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.55MNew |
$449M - $516M
|
5.55M
$510M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.04MNew |
$246M - $283M
|
3.04M
$279M
|
|
|
May 15, 2025
Q1 2025
|
Soroban Capital Partners LP
New York, NY |
BUY
|
- |
2.23MNew |
$181M - $207M
|
2.23M
$205M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21M+ 973.99% |
$179M - $205M
|
2.44M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.93M+ 26.78% |
$156M - $179M
|
9.13M
$839M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.42M+ 1.38% |
$115M - $132M
|
104M
$9.58B
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
1.1M+ 7121.29% |
$89.4M - $103M
|
1.12M
$103M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
967K+ 36.08% |
$78.3M - $89.9M
|
3.65M
$335M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
846K+ 6.0% |
$68.5M - $78.7M
|
14.9M
$1.37B
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
755K+ 1092.19% |
$61.1M - $70.2M
|
824K
$75.8M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
752K+ 1.3% |
$60.9M - $69.9M
|
58.4M
$5.37B
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
751K+ 125.35% |
$60.8M - $69.8M
|
1.35M
$124M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
715K+ 2.85% |
$57.9M - $66.5M
|
25.8M
$2.37B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
714K+ 6.21% |
$57.8M - $66.4M
|
12.2M
$1.12B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
646K+ 7.62% |
$52.3M - $60M
|
9.12M
$839M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
643K+ 35.74% |
$52.1M - $59.8M
|
2.44M
$225M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
635KNew |
$51.4M - $59M
|
635K
$58.4M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
623K+ 40.52% |
$50.5M - $58M
|
2.16M
$199M
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
383K+ 35.89% |
$31M - $35.6M
|
1.45M
$133M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
333K+ 49.3% |
$26.9M - $30.9M
|
1.01M
$92.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
314K+ 8.54% |
$25.5M - $29.2M
|
4M
$368M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
307K+ 406.34% |
$24.8M - $28.5M
|
382K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
304KNew |
$24.6M - $28.3M
|
304K
$28M
|
|