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, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$254K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.81KNew |
$186K - $203K
|
2.81K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.41% |
$183K - $200K
|
53.9K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.6K+ 15.25% |
$172K - $188K
|
19.6K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.5K+ 86.21% |
$166K - $181K
|
5.4K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.54KNew |
$102K - $111K
|
1.54K
$137K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.12KNew |
$74.3K - $81K
|
1.12K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$89.3K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$89.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
600+ 12.44% |
$39.8K - $43.3K
|
5.42K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
553New |
$36.6K - $39.9K
|
553
$49.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$46.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
496+ 31.71% |
$32.9K - $35.8K
|
2.06K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
462+ 9.72% |
$30.6K - $33.4K
|
5.22K
$466K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
439+ 12.73% |
$29.1K - $31.7K
|
3.89K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
425+ 5.08% |
$28.2K - $30.7K
|
8.8K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
408+ 47.17% |
$27K - $29.5K
|
1.27K
$114K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
375+ 11.02% |
$24.8K - $27.1K
|
3.78K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
360+ 8.32% |
$23.9K - $26K
|
4.69K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
352New |
$23.3K - $25.4K
|
352
$31.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
257+ 1.0% |
$17K - $18.6K
|
25.8K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
203+ 101.5% |
$13.4K - $14.7K
|
403
$36K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
190+ 1.04% |
$12.6K - $13.7K
|
18.4K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$12.6K - $13.7K
|
190
$17K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
156New |
$10.3K - $11.3K
|
156
$13.9K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
151+ 3.73% |
$10K - $10.9K
|
4.19K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
105New |
$6.96K - $7.59K
|
105
$9.38K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
87+ 145.0% |
$5.76K - $6.28K
|
147
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
75+ 1.02% |
$4.97K - $5.42K
|
7.39K
$661K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
60+ 1.6% |
$3.98K - $4.33K
|
3.8K
$340K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
48+ 1.02% |
$3.18K - $3.47K
|
4.75K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39+ 1.01% |
$2.58K - $2.82K
|
3.9K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
35+ 0.82% |
$2.32K - $2.53K
|
4.29K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
35+ 0.74% |
$2.32K - $2.53K
|
4.79K
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 2.52% |
$398 - $433
|
244
$21.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$66.3 - $72.2
|
5.14K
$459K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.19% |
$66.3 - $72.2
|
85
$7.59K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.67% |
$66.3 - $72.2
|
61
$5.45K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
246KNew |
$15.4M - $18M
|
246K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
221K+ 22.76% |
$13.9M - $16.2M
|
1.19M
$107M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
144K+ 8.61% |
$9.04M - $10.5M
|
1.82M
$162M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
125KNew |
$7.87M - $9.17M
|
125K
$11.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
34.5KNew |
$2.16M - $2.52M
|
34.5K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.88M - $2.19M
|
29.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
28.1KNew |
$1.76M - $2.05M
|
28.1K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
28KNew |
$1.76M - $2.05M
|
28K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
25.7KNew |
$1.61M - $1.88M
|
25.7K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25.4KNew |
$1.59M - $1.85M
|
25.4K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.7KNew |
$1.48M - $1.73M
|
23.7K
$2.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
16.2KNew |
$1.01M - $1.18M
|
16.2K
$1.44M
|
|