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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.27KNew |
$265K - $304K
|
3.27K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.27KNew |
$264K - $304K
|
3.27K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.25KNew |
$263K - $302K
|
3.25K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.05K+ 295.54% |
$247K - $283K
|
4.08K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$243K - $279K
|
3K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$225K - $258K
|
2.78K
$257K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.75KNew |
$222K - $255K
|
2.75K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.45KNew |
$199K - $228K
|
2.45K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.45KNew |
$198K - $228K
|
2.45K
$226K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.44KNew |
$197K - $226K
|
2.44K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$197K - $226K
|
2.43K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$195K - $223K
|
2.4K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.37KNew |
$192K - $221K
|
2.37K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$192K - $220K
|
2.37K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.36KNew |
$191K - $219K
|
2.36K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$213K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$186K - $214K
|
2.3K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$186K - $213K
|
2.29K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.28KNew |
$185K - $212K
|
2.28K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$208K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$180K - $207K
|
2.23K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.22KNew |
$179K - $206K
|
2.22K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.18KNew |
$177K - $203K
|
2.18K
$201K
|