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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.34KNew |
$362K - $431K
|
5.34K
$468K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.34KNew |
$362K - $431K
|
5.34K
$467K
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
5.14KNew |
$348K - $415K
|
5.14K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.91KNew |
$333K - $396K
|
4.91K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.91KNew |
$333K - $396K
|
4.91K
$430K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.77KNew |
$323K - $385K
|
4.77K
$418K
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
BUY
|
- |
4.73K+ 27.03% |
$321K - $382K
|
22.2K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.4KNew |
$298K - $355K
|
4.4K
$385K
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.93KNew |
$266K - $317K
|
3.93K
$344K
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.86KNew |
$262K - $311K
|
3.86K
$338K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.85KNew |
$261K - $311K
|
3.85K
$337K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.83KNew |
$259K - $309K
|
3.83K
$335K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.82KNew |
$259K - $309K
|
3.82K
$335K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.78KNew |
$256K - $305K
|
3.78K
$331K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
3.51K+ 96.48% |
$238K - $283K
|
7.14K
$625K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.48KNew |
$236K - $281K
|
3.48K
$305K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.39KNew |
$230K - $273K
|
3.39K
$297K
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.16KNew |
$214K - $255K
|
3.16K
$277K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.16KNew |
$214K - $255K
|
3.16K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.12KNew |
$211K - $252K
|
3.12K
$273K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$210K - $250K
|
3.1K
$272K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1K+ 8.99% |
$210K - $250K
|
37.5K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.06KNew |
$207K - $247K
|
3.06K
$268K
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.87KNew |
$195K - $232K
|
2.87K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.84KNew |
$192K - $229K
|
2.84K
$249K
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.77KNew |
$188K - $224K
|
2.77K
$243K
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$241K
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.72KNew |
$184K - $219K
|
2.72K
$238K
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.69KNew |
$183K - $217K
|
2.69K
$236K
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$234K
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$232K
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$232K
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$228K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.58KNew |
$175K - $208K
|
2.58K
$226K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
2.56K+ 0.57% |
$173K - $206K
|
451K
$39.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 2.07% |
$168K - $201K
|
123K
$10.7M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.48K+ 68.44% |
$168K - $200K
|
6.11K
$535K
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.36KNew |
$160K - $190K
|
2.36K
$207K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.33KNew |
$158K - $188K
|
2.33K
$204K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$149K - $178K
|
2.2K
$193K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.19K+ 79.31% |
$149K - $177K
|
4.96K
$434K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.92KNew |
$130K - $155K
|
1.92K
$168K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.6KNew |
$108K - $129K
|
1.6K
$140K
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.37K+ 35.55% |
$92.6K - $110K
|
5.21K
$456K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$88.4K - $105K
|
1.3K
$114K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29K+ 16.41% |
$87.2K - $104K
|
9.13K
$799K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.23K+ 4.48% |
$83.6K - $99.6K
|
28.8K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.2K+ 8.44% |
$81.3K - $96.9K
|
15.4K
$1.35M
|