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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
97+ 1.7% |
$7.85K - $9.02K
|
5.8K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
97+ 6.21% |
$7.85K - $9.02K
|
1.66K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.67% |
$7.77K - $8.92K
|
14.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
95New |
$7.69K - $8.83K
|
95
$8.87K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
95+ 1.32% |
$7.69K - $8.83K
|
7.29K
$681K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 0.6% |
$7.69K - $8.83K
|
16K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
93+ 42.47% |
$7.53K - $8.65K
|
312
$29.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
93+ 0.39% |
$7.53K - $8.65K
|
23.8K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
91+ 75.21% |
$7.37K - $8.46K
|
212
$19.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88+ 1.3% |
$7.12K - $8.18K
|
6.85K
$639K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87+ 2.12% |
$7.04K - $8.09K
|
4.19K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
85+ 2.77% |
$6.88K - $7.9K
|
3.16K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
85+ 0.85% |
$6.88K - $7.9K
|
10.1K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
85+ 0.67% |
$6.88K - $7.9K
|
12.8K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
84+ 0.83% |
$6.8K - $7.81K
|
10.3K
$957K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
84+ 46.67% |
$6.8K - $7.81K
|
264
$24.6K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
83+ 2.16% |
$6.72K - $7.72K
|
3.92K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
82+ 0.81% |
$6.64K - $7.62K
|
10.2K
$954K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
78+ 2.64% |
$6.31K - $7.25K
|
3.03K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
77+ 2.37% |
$6.23K - $7.16K
|
3.33K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
77New |
$6.23K - $7.16K
|
77
$7.19K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
76+ 1.62% |
$6.15K - $7.06K
|
4.76K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 0.31% |
$6.07K - $6.97K
|
24.6K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 3.02% |
$6.07K - $6.97K
|
2.56K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
73+ 0.16% |
$5.91K - $6.79K
|
45.5K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
69+ 0.66% |
$5.59K - $6.41K
|
10.6K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 7.38% |
$5.59K - $6.41K
|
1K
$93.7K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
68+ 0.68% |
$5.51K - $6.32K
|
10.1K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
68+ 0.33% |
$5.51K - $6.32K
|
21K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68+ 1.33% |
$5.51K - $6.32K
|
5.18K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$5.51K - $6.32K
|
3.24K
$302K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
66+ 1.72% |
$5.34K - $6.14K
|
3.91K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
63+ 0.53% |
$5.1K - $5.86K
|
12K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62+ 1.45% |
$5.02K - $5.76K
|
4.33K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
61+ 0.14% |
$4.94K - $5.67K
|
44.5K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
60New |
$4.86K - $5.58K
|
60
$5.6K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59+ 0.97% |
$4.78K - $5.48K
|
6.17K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.17% |
$4.78K - $5.48K
|
34.8K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 0.74% |
$4.78K - $5.48K
|
8.01K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
57+ 1.16% |
$4.61K - $5.3K
|
4.95K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
56+ 3.34% |
$4.53K - $5.21K
|
1.73K
$162K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
55New |
$4.45K - $5.11K
|
55
$5.13K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
54+ 0.68% |
$4.37K - $5.02K
|
8.02K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
53+ 0.64% |
$4.29K - $4.93K
|
8.36K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
53+ 0.38% |
$4.29K - $4.93K
|
13.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
52+ 1.64% |
$4.21K - $4.83K
|
3.22K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 1.47% |
$4.21K - $4.83K
|
3.6K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
50+ 0.82% |
$4.05K - $4.65K
|
6.15K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
50+ 0.11% |
$4.05K - $4.65K
|
43.6K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
50+ 0.77% |
$4.05K - $4.65K
|
6.55K
$611K
|