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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.2KNew |
$207K - $234K
|
3.2K
$286K
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
3.18KNew |
$206K - $232K
|
3.18K
$284K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$250K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$162K - $183K
|
2.5K
$224K
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.48K+ 9.41% |
$160K - $181K
|
28.8K
$2.57M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$111K - $126K
|
1.72K
$154K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.87% |
$90.7K - $102K
|
15.6K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32KNew |
$85.3K - $96.3K
|
1.32K
$118K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
755+ 38.34% |
$48.9K - $55.2K
|
2.72K
$243K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
724New |
$46.9K - $52.9K
|
724
$64.7K
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
661+ 21.6% |
$42.8K - $48.3K
|
3.72K
$332K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
548New |
$35.5K - $40.1K
|
548
$49K
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
429+ 0.96% |
$27.8K - $31.4K
|
44.9K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 181.82% |
$25.9K - $29.2K
|
620
$55.4K
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
350+ 8.14% |
$22.7K - $25.6K
|
4.65K
$415K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.9K - $14.6K
|
200
$17.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
144New |
$9.32K - $10.5K
|
144
$12.9K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
121New |
$7.83K - $8.84K
|
121
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100+ 6.66% |
$6.47K - $7.31K
|
1.6K
$143K
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
100+ 3.06% |
$6.47K - $7.31K
|
3.37K
$301K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
65+ 1.59% |
$4.21K - $4.75K
|
4.14K
$370K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.49K - $3.95K
|
54
$4.82K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
50+ 0.35% |
$3.24K - $3.65K
|
14.2K
$1.27M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.39K - $2.7K
|
37
$3.31K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
$1.94K - $2.19K
|
30
$2.68K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
28+ 0.62% |
$1.81K - $2.05K
|
4.56K
$407K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$906 - $1.02K
|
14
$1.25K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$841 - $950
|
13
$1.16K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 0.4% |
$841 - $950
|
3.25K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$324 - $365
|
5
$447
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$259 - $292
|
4.01K
$358K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 5.0% |
$64.7 - $73.1
|
21
$1.88K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$64.7 - $73.1
|
1.61K
$143K
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$64.7 - $73.1
|
8.7K
$777K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1.7MNew |
$117M - $129M
|
1.7M
$152M
|
|
Aug 14, 2023
Q2 2023
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
631KNew |
$43.5M - $47.7M
|
631K
$56.4M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
71.6KNew |
$4.94M - $5.42M
|
71.6K
$6.4M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
71.6KNew |
$4.94M - $5.42M
|
71.6K
$6.4M
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
60KNew |
$4.14M - $4.54M
|
60K
$5.36M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
55.7K+ 1.11% |
$3.84M - $4.22M
|
5.09M
$455M
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55.7KNew |
$3.84M - $4.21M
|
55.7K
$4.97M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
18.9KNew |
$1.3M - $1.43M
|
18.9K
$1.69M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.23M - $1.34M
|
17.8K
$1.59M
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
11KNew |
$759K - $832K
|
11K
$983K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.06KNew |
$625K - $685K
|
9.06K
$809K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$610K - $669K
|
8.84K
$790K
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
8.26KNew |
$570K - $625K
|
8.26K
$738K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.97KNew |
$550K - $603K
|
7.97K
$712K
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.46KNew |
$446K - $489K
|
6.46K
$577K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.01K+ 63.97% |
$415K - $455K
|
15.4K
$1.38M
|