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 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.18KNew |
$176K - $203K
|
2.18K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.18KNew |
$176K - $202K
|
2.18K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.01KNew |
$162K - $186K
|
2.01K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.91K+ 59.1% |
$155K - $177K
|
5.14K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.9K+ 18.27% |
$154K - $177K
|
12.3K
$1.14M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.87KNew |
$151K - $173K
|
1.87K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.8K+ 50.46% |
$146K - $167K
|
5.37K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.5K+ 3.13% |
$121K - $139K
|
49.3K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.49K+ 0.59% |
$121K - $139K
|
255K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.45K+ 19.73% |
$117K - $135K
|
8.8K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.37KNew |
$111K - $127K
|
1.37K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.36K+ 19.82% |
$110K - $126K
|
8.21K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$106K - $122K
|
1.31K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.26KNew |
$102K - $117K
|
1.26K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.19K+ 7946.67% |
$96.5K - $111K
|
1.21K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.1KNew |
$88.8K - $102K
|
1.1K
$101K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.05K+ 6.54% |
$84.7K - $97.2K
|
17K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.01K+ 46.24% |
$81.6K - $93.7K
|
3.19K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$81K - $93K
|
1K
$92.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
865+ 1.55% |
$70K - $80.4K
|
56.8K
$5.25M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
847+ 5.76% |
$68.6K - $78.7K
|
15.6K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
840+ 9.5% |
$68K - $78.1K
|
9.68K
$894K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
750+ 20.13% |
$60.7K - $69.7K
|
4.48K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
748+ 25.98% |
$60.6K - $69.5K
|
3.63K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
748+ 67.88% |
$60.6K - $69.5K
|
1.85K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
690New |
$55.9K - $64.1K
|
690
$63.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
595+ 22.45% |
$48.2K - $55.3K
|
3.25K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
566New |
$45.8K - $52.6K
|
566
$52.3K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
539+ 6.05% |
$43.6K - $50.1K
|
9.45K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
537+ 3.68% |
$43.5K - $49.9K
|
15.1K
$1.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
496+ 5.29% |
$40.2K - $46.1K
|
9.88K
$912K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
457+ 12.02% |
$37K - $42.5K
|
4.26K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
431New |
$34.9K - $40.1K
|
431
$39.8K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
411+ 9.47% |
$33.3K - $38.2K
|
4.75K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
400+ 20.89% |
$32.4K - $37.2K
|
2.32K
$214K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
398+ 7.54% |
$32.2K - $37K
|
5.68K
$524K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
393+ 262.0% |
$31.8K - $36.5K
|
543
$50.1K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
390New |
$31.6K - $36.3K
|
390
$36K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
377+ 20.68% |
$30.5K - $35K
|
2.2K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
360New |
$29.1K - $33.5K
|
360
$33.2K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305New |
$24.7K - $28.4K
|
305
$28.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
280+ 1.74% |
$22.7K - $26K
|
16.4K
$1.51M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
235New |
$19K - $21.8K
|
235
$21.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
221+ 7.76% |
$17.9K - $20.5K
|
3.07K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
200+ 8.85% |
$16.2K - $18.6K
|
2.46K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
200+ 3.91% |
$16.2K - $18.6K
|
5.32K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
200+ 6.44% |
$16.2K - $18.6K
|
3.31K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 4.6% |
$16.2K - $18.6K
|
4.55K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$16.2K - $18.6K
|
200
$18.5K
|