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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.46% |
$1.19K - $1.3K
|
3.04K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
14+ 0.43% |
$1.19K - $1.3K
|
3.25K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 5.33% |
$1.1K - $1.2K
|
257
$23.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
13+ 0.41% |
$1.1K - $1.2K
|
3.19K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$1.1K - $1.2K
|
9.18K
$847K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.03% |
$1.02K - $1.11K
|
43.4K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.41% |
$1.02K - $1.11K
|
2.96K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
11+ 0.02% |
$934 - $1.02K
|
50.1K
$4.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 8.94% |
$934 - $1.02K
|
134
$12.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11+ 0.96% |
$934 - $1.02K
|
1.15K
$106K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 12.09% |
$934 - $1.02K
|
102
$9.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11+ 0.43% |
$934 - $1.02K
|
2.57K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11+ 0.37% |
$934 - $1.02K
|
2.99K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$849 - $926
|
10
$923
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 2.13% |
$849 - $926
|
480
$44.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 33.33% |
$849 - $926
|
40
$3.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.57% |
$849 - $926
|
1.77K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 17.65% |
$764 - $833
|
60
$5.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.04% |
$764 - $833
|
20.7K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9+ 0.31% |
$764 - $833
|
2.89K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 0.96% |
$764 - $833
|
947
$87.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.19% |
$764 - $833
|
4.79K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.26% |
$679 - $740
|
3.11K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
8+ 0.09% |
$679 - $740
|
8.71K
$804K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$679 - $740
|
8
$739
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.26% |
$679 - $740
|
3.12K
$288K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
8+ 0.78% |
$679 - $740
|
1.03K
$94.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 2.31% |
$679 - $740
|
354
$32.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.2% |
$679 - $740
|
3.97K
$367K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
8+ 0.06% |
$679 - $740
|
14.1K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.14% |
$679 - $740
|
5.74K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
7+ 0.21% |
$594 - $648
|
3.39K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.15% |
$594 - $648
|
4.62K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.27% |
$594 - $648
|
2.58K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 58.33% |
$594 - $648
|
19
$1.75K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
7+ 0.11% |
$594 - $648
|
6.29K
$581K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.66% |
$594 - $648
|
1.06K
$98.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
7+ 0.16% |
$594 - $648
|
4.49K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
7+ 0.28% |
$594 - $648
|
2.47K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.12% |
$594 - $648
|
5.77K
$533K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.84% |
$594 - $648
|
838
$77.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.14% |
$509 - $555
|
4.3K
$397K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6+ 0.24% |
$509 - $555
|
2.5K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 150.0% |
$509 - $555
|
10
$923
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.1% |
$509 - $555
|
5.78K
$534K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6+ 0.18% |
$509 - $555
|
3.3K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.05% |
$425 - $463
|
9.18K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.11% |
$425 - $463
|
4.75K
$438K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.77% |
$425 - $463
|
658
$60.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.17% |
$425 - $463
|
2.99K
$276K
|