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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.75KNew |
$224K - $259K
|
2.75K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.72KNew |
$222K - $256K
|
2.72K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$221K - $256K
|
2.72K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.71KNew |
$221K - $255K
|
2.71K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.66KNew |
$217K - $250K
|
2.66K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.54KNew |
$207K - $239K
|
2.54K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
2.5KNew |
$204K - $235K
|
2.5K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$202K - $233K
|
2.47K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.47KNew |
$201K - $232K
|
2.47K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.09K+ 52.24% |
$170K - $197K
|
6.09K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$158K - $182K
|
1.93K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.8KNew |
$146K - $169K
|
1.8K
$166K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.78KNew |
$145K - $167K
|
1.78K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.4K+ 13.13% |
$114K - $132K
|
12.1K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.36KNew |
$111K - $128K
|
1.36K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$87K - $101K
|
1.07K
$98.6K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
933+ 0.95% |
$76K - $87.8K
|
99.2K
$9.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890+ 31.3% |
$72.5K - $83.8K
|
3.73K
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
874+ 8.93% |
$71.2K - $82.3K
|
10.7K
$984K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
825+ 3.24% |
$67.2K - $77.7K
|
26.3K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
800New |
$65.2K - $75.3K
|
800
$73.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
611+ 12.39% |
$49.8K - $57.5K
|
5.54K
$512K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
541+ 12.03% |
$44.1K - $50.9K
|
5.04K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
475+ 12.61% |
$38.7K - $44.7K
|
4.24K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
448New |
$36.5K - $42.2K
|
448
$41.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
424New |
$34.6K - $39.9K
|
424
$39.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
385+ 9.51% |
$31.4K - $36.2K
|
4.44K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
375+ 16.17% |
$30.6K - $35.3K
|
2.69K
$249K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
343New |
$28K - $32.3K
|
343
$31.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
319New |
$26K - $30K
|
319
$29.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
310New |
$25.3K - $29.2K
|
310
$28.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
275+ 9.09% |
$22.4K - $25.9K
|
3.3K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
256+ 31.3% |
$20.9K - $24.1K
|
1.07K
$99.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 50.0% |
$20.4K - $23.5K
|
750
$69.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
244New |
$19.9K - $23K
|
244
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
242New |
$19.7K - $22.8K
|
242
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$16.3K - $18.8K
|
200
$18.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
190+ 2.89% |
$15.5K - $17.9K
|
6.77K
$625K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$14.7K - $16.9K
|
180
$16.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$13.8K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
145New |
$11.8K - $13.7K
|
145
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122New |
$9.94K - $11.5K
|
122
$11.3K
|