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 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1K+ 666.67% |
$67.8K - $80.7K
|
1.15K
$101K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
852New |
$57.7K - $68.8K
|
852
$74.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
715+ 77.55% |
$48.5K - $57.7K
|
1.64K
$143K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
683+ 3.18% |
$46.3K - $55.1K
|
22.2K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
675New |
$45.7K - $54.5K
|
675
$59.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
674+ 19.46% |
$45.7K - $54.4K
|
4.14K
$362K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
650+ 15.35% |
$44.1K - $52.5K
|
4.89K
$428K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
482+ 0.2% |
$32.7K - $38.9K
|
241K
$21.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330New |
$22.4K - $26.6K
|
330
$28.9K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
322+ 8.75% |
$21.8K - $26K
|
4K
$351K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$26.3K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
293+ 1.14% |
$19.9K - $23.6K
|
26.1K
$2.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
272+ 0.43% |
$18.4K - $22K
|
63K
$5.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
264New |
$17.9K - $21.3K
|
264
$23.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
262+ 0.18% |
$17.8K - $21.1K
|
146K
$12.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
251+ 7.85% |
$17K - $20.3K
|
3.45K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
197+ 35.56% |
$13.4K - $15.9K
|
751
$65.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
193+ 2.7% |
$13.1K - $15.6K
|
7.35K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
179+ 1.87% |
$12.1K - $14.4K
|
9.77K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
163New |
$11K - $13.2K
|
163
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
144+ 1.89% |
$9.76K - $11.6K
|
7.78K
$682K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
143+ 4.89% |
$9.69K - $11.5K
|
3.07K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
125+ 3.03% |
$8.47K - $10.1K
|
4.25K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
105New |
$7.12K - $8.47K
|
105
$9.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
100New |
$6.78K - $8.07K
|
100
$8.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
97+ 2.47% |
$6.57K - $7.83K
|
4.02K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
90+ 0.89% |
$6.1K - $7.26K
|
10.2K
$893K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
89+ 0.52% |
$6.03K - $7.18K
|
17.1K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
87+ 5.57% |
$5.9K - $7.02K
|
1.65K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
87+ 3.08% |
$5.9K - $7.02K
|
2.91K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
69+ 0.6% |
$4.68K - $5.57K
|
11.7K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
69+ 1.35% |
$4.68K - $5.57K
|
5.2K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
65+ 1.8% |
$4.41K - $5.25K
|
3.67K
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.58% |
$4K - $4.76K
|
3.79K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58New |
$3.93K - $4.68K
|
58
$5.08K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
52New |
$3.52K - $4.2K
|
52
$4.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50+ 41.67% |
$3.39K - $4.04K
|
170
$14.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$3.39K - $4.04K
|
17.3K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.93% |
$3.39K - $4.04K
|
5.41K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$3.32K - $3.95K
|
49
$4.29K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47New |
$3.19K - $3.79K
|
47
$4.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
43New |
$2.91K - $3.47K
|
43
$3.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
42+ 0.85% |
$2.85K - $3.39K
|
4.96K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
41+ 1.04% |
$2.78K - $3.31K
|
3.99K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
35New |
$2.37K - $2.82K
|
35
$3.07K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.83K - $2.18K
|
27
$2.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 4.8% |
$1.63K - $1.94K
|
524
$45.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.1% |
$1.56K - $1.86K
|
23.2K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20+ 0.49% |
$1.36K - $1.61K
|
4.08K
$357K
|