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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
21+ 0.38% |
$1.7K - $1.95K
|
5.59K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19New |
$1.54K - $1.77K
|
19
$1.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
19+ 0.17% |
$1.54K - $1.77K
|
11.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
19+ 0.61% |
$1.54K - $1.77K
|
3.16K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$1.54K - $1.77K
|
3.72K
$347K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 6.31% |
$1.54K - $1.77K
|
320
$29.9K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.5% |
$1.46K - $1.67K
|
3.61K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18+ 0.6% |
$1.46K - $1.67K
|
3.02K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.18% |
$1.46K - $1.67K
|
10.1K
$945K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.15% |
$1.46K - $1.67K
|
12.3K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18+ 0.11% |
$1.46K - $1.67K
|
15.8K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 50.0% |
$1.38K - $1.58K
|
51
$4.76K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16+ 0.64% |
$1.3K - $1.49K
|
2.5K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 25.0% |
$1.21K - $1.39K
|
75
$7K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$1.21K - $1.39K
|
15
$1.4K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.38% |
$1.21K - $1.39K
|
3.98K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 0.46% |
$1.21K - $1.39K
|
3.26K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.26% |
$1.21K - $1.39K
|
5.75K
$536K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 0.34% |
$1.13K - $1.3K
|
4.19K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13+ 0.15% |
$1.05K - $1.21K
|
8.67K
$809K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
13+ 0.44% |
$1.05K - $1.21K
|
2.97K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.13% |
$972 - $1.12K
|
9.5K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12+ 0.38% |
$972 - $1.12K
|
3.18K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.13% |
$972 - $1.12K
|
9.17K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$891 - $1.02K
|
17.8K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.45% |
$891 - $1.02K
|
2.47K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$810 - $930
|
10
$933
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 3.15% |
$810 - $930
|
327
$30.5K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 0.95% |
$729 - $837
|
959
$89.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.18% |
$729 - $837
|
5.03K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.14% |
$729 - $837
|
6.55K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.09% |
$648 - $744
|
8.49K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8+ 0.18% |
$648 - $744
|
4.55K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8+ 0.71% |
$648 - $744
|
1.13K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.02% |
$648 - $744
|
32.1K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.27% |
$567 - $651
|
2.57K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.33% |
$567 - $651
|
534
$49.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 140.0% |
$567 - $651
|
12
$1.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$567 - $651
|
7
$653
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6+ 0.08% |
$486 - $558
|
7.38K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 2.52% |
$486 - $558
|
244
$22.8K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6+ 0.19% |
$486 - $558
|
3.16K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.93% |
$486 - $558
|
653
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.44% |
$405 - $465
|
1.15K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$405 - $465
|
5
$467
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$405 - $465
|
10.2K
$956K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$324 - $372
|
4
$373
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.04% |
$324 - $372
|
9.17K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$324 - $372
|
3.33K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.03% |
$324 - $372
|
12.9K
$1.2M
|