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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.54% |
$9.7K - $11.2K
|
22.1K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
116New |
$9.45K - $10.9K
|
116
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
96New |
$7.82K - $9.04K
|
96
$8.86K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
89New |
$7.25K - $8.38K
|
89
$8.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 14.57% |
$6.6K - $7.63K
|
637
$58.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
80New |
$6.52K - $7.53K
|
80
$7.39K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.09% |
$5.79K - $6.68K
|
3.47K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
71+ 1.89% |
$5.79K - $6.68K
|
3.82K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$5.54K - $6.4K
|
68
$6.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64+ 2.58% |
$5.22K - $6.03K
|
2.54K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$5.13K - $5.93K
|
63
$5.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.62K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 0.72% |
$4.08K - $4.71K
|
6.99K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47+ 20.89% |
$3.83K - $4.43K
|
272
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.82% |
$3.75K - $4.33K
|
5.63K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35New |
$2.85K - $3.3K
|
35
$3.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
27+ 1.07% |
$2.2K - $2.54K
|
2.56K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.53% |
$1.47K - $1.69K
|
3.44K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
18New |
$1.47K - $1.69K
|
18
$1.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17New |
$1.39K - $1.6K
|
17
$1.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$1.14K - $1.32K
|
14
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11+ 5.24% |
$897 - $1.04K
|
221
$20.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$815 - $942
|
10
$923
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$815 - $942
|
10
$923
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.71% |
$163 - $188
|
284
$26.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$163 - $188
|
2.51K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.86% |
$81.5 - $94.2
|
117
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 4.76% |
$81.5 - $94.2
|
22
$2.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$81.5 - $94.2
|
1
$92.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
250KNew |
$19.2M - $22.6M
|
250K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
146K+ 5.67% |
$11.2M - $13.2M
|
2.72M
$251M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
42.7K+ 255.51% |
$3.29M - $3.87M
|
59.4K
$5.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 5.72% |
$3M - $3.52M
|
720K
$66.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
35.9KNew |
$2.77M - $3.25M
|
35.9K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
25.5K+ 22.21% |
$1.96M - $2.3M
|
140K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.6KNew |
$1.81M - $2.13M
|
23.6K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
21.1KNew |
$1.63M - $1.91M
|
21.1K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.4KNew |
$1.34M - $1.58M
|
17.4K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
14.2KNew |
$1.09M - $1.29M
|
14.2K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$882K - $1.04M
|
11.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
10.5K+ 368.13% |
$806K - $947K
|
13.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.79KNew |
$754K - $886K
|
9.79K
$904K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.73K+ 161.11% |
$595K - $699K
|
12.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.11KNew |
$470K - $553K
|
6.11K
$564K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.86K+ 33.82% |
$451K - $531K
|
23.2K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.54K+ 15.88% |
$427K - $502K
|
40.4K
$3.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.37KNew |
$413K - $486K
|
5.37K
$496K
|
|