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 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5+ 0.17% |
$425 - $463
|
3.01K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.05% |
$340 - $370
|
8.69K
$802K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$340 - $370
|
4.46K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4+ 0.06% |
$340 - $370
|
7.09K
$654K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.03% |
$340 - $370
|
12.9K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.16% |
$340 - $370
|
2.58K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.07% |
$340 - $370
|
5.86K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$340 - $370
|
11.4K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4+ 0.07% |
$340 - $370
|
6.04K
$558K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$340 - $370
|
7.24K
$668K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.1% |
$340 - $370
|
4.01K
$370K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.1% |
$255 - $278
|
2.88K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$255 - $278
|
9.41K
$869K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.01% |
$255 - $278
|
21.2K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.52% |
$255 - $278
|
585
$54K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.07% |
$255 - $278
|
4.19K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.1% |
$255 - $278
|
2.98K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.04% |
$170 - $185
|
4.76K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$170 - $185
|
6.34K
$585K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.88% |
$170 - $185
|
230
$21.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $185
|
2.55K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.45% |
$170 - $185
|
450
$41.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2+ 0.05% |
$170 - $185
|
3.8K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.63% |
$170 - $185
|
318
$29.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2+ 0.04% |
$170 - $185
|
4.99K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.06% |
$170 - $185
|
191
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.07% |
$170 - $185
|
2.87K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $185
|
2.62K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$170 - $185
|
2.83K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.02% |
$170 - $185
|
10.1K
$936K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2+ 0.08% |
$170 - $185
|
2.66K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.16K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.2K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$170 - $185
|
4.43K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.43% |
$84.9 - $92.6
|
231
$21.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.04% |
$84.9 - $92.6
|
2.61K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$84.9 - $92.6
|
4.28K
$395K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
1+ 0.02% |
$84.9 - $92.6
|
6.04K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$84.9 - $92.6
|
423
$39.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
8.32K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$84.9 - $92.6
|
3.28K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
15.6K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
1+ 0.0% |
$84.9 - $92.6
|
63.7K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
8.96K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.78M+ 13.94% |
$630M - $723M
|
63.6M
$5.87B
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
304KNew |
$24.6M - $28.3M
|
304K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
300KNew |
$24.3M - $27.9M
|
300K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
299KNew |
$24.2M - $27.8M
|
299K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
131KNew |
$10.6M - $12.2M
|
131K
$12.1M
|
|