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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
49+ 116.67% |
$3.97K - $4.56K
|
91
$8.49K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.07% |
$3.97K - $4.56K
|
67.7K
$6.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
49+ 1.63% |
$3.97K - $4.56K
|
3.05K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
48+ 0.26% |
$3.89K - $4.46K
|
18.4K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
46+ 1.6% |
$3.72K - $4.28K
|
2.92K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
45+ 0.63% |
$3.64K - $4.18K
|
7.18K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 0.22% |
$3.64K - $4.18K
|
20.9K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
45+ 1.29% |
$3.64K - $4.18K
|
3.54K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42+ 1.08% |
$3.4K - $3.9K
|
3.95K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
42+ 0.3% |
$3.4K - $3.9K
|
14K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
41New |
$3.32K - $3.81K
|
41
$3.83K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
40New |
$3.24K - $3.72K
|
40
$3.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
37+ 0.3% |
$3K - $3.44K
|
12.4K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36New |
$2.91K - $3.35K
|
36
$3.36K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
35+ 0.6% |
$2.83K - $3.25K
|
5.9K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34+ 0.24% |
$2.75K - $3.16K
|
13.9K
$1.3M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
33+ 80.49% |
$2.67K - $3.07K
|
74
$6.91K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
33+ 0.32% |
$2.67K - $3.07K
|
10.2K
$951K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
32+ 0.31% |
$2.59K - $2.97K
|
10.5K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
32New |
$2.59K - $2.97K
|
32
$2.99K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.3% |
$2.59K - $2.97K
|
10.5K
$984K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31+ 1.09% |
$2.51K - $2.88K
|
2.87K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
31+ 0.32% |
$2.51K - $2.88K
|
9.62K
$898K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31+ 0.8% |
$2.51K - $2.88K
|
3.91K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30+ 0.66% |
$2.43K - $2.79K
|
4.58K
$427K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
30+ 0.07% |
$2.43K - $2.79K
|
43.9K
$4.1M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29+ 0.72% |
$2.35K - $2.7K
|
4.07K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
29+ 7.36% |
$2.35K - $2.7K
|
423
$39.5K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
29+ 0.49% |
$2.35K - $2.7K
|
6.01K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 0.82% |
$2.27K - $2.6K
|
3.45K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
28+ 0.23% |
$2.27K - $2.6K
|
12K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.42% |
$2.27K - $2.6K
|
6.71K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$2.19K - $2.51K
|
3.45K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26+ 0.79% |
$2.1K - $2.42K
|
3.31K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25+ 0.21% |
$2.02K - $2.32K
|
11.9K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.81% |
$2.02K - $2.32K
|
3.1K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 2.74% |
$2.02K - $2.32K
|
938
$87.5K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
25+ 0.56% |
$2.02K - $2.32K
|
4.46K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 0.63% |
$2.02K - $2.32K
|
3.99K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.52% |
$2.02K - $2.32K
|
1.67K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
24+ 0.75% |
$1.94K - $2.23K
|
3.2K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
24+ 0.78% |
$1.94K - $2.23K
|
3.11K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 0.9% |
$1.86K - $2.14K
|
2.57K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23+ 23.0% |
$1.86K - $2.14K
|
123
$11.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.78K - $2.05K
|
22
$2.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
22+ 0.82% |
$1.78K - $2.05K
|
2.71K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.32% |
$1.7K - $1.95K
|
6.49K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
21+ 0.65% |
$1.7K - $1.95K
|
3.25K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
21+ 0.1% |
$1.7K - $1.95K
|
20.7K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
21+ 0.17% |
$1.7K - $1.95K
|
12.3K
$1.15M
|