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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.51K+ 1233.06% |
$311K - $341K
|
4.88K
$427K
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.4KNew |
$303K - $333K
|
4.4K
$385K
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
4.35KNew |
$300K - $329K
|
4.35K
$381K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.1K+ 12.65% |
$283K - $310K
|
36.5K
$3.2M
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.88KNew |
$268K - $293K
|
3.88K
$340K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$256K - $281K
|
3.71K
$325K
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.58KNew |
$247K - $271K
|
3.58K
$314K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.47KNew |
$239K - $262K
|
3.47K
$304K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.25KNew |
$224K - $246K
|
3.25K
$284K
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.2K+ 74.01% |
$221K - $242K
|
7.53K
$660K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.01K+ 28.56% |
$207K - $228K
|
13.5K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
2.7K+ 207.69% |
$186K - $204K
|
4K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.43KNew |
$98.9K - $108K
|
1.43K
$126K
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.11K+ 5.47% |
$76.6K - $84K
|
21.4K
$1.88M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
952+ 101.49% |
$65.7K - $72K
|
1.89K
$166K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
733+ 23.64% |
$50.6K - $55.5K
|
3.83K
$336K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
692+ 2.79% |
$47.7K - $52.4K
|
25.5K
$2.23M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
582+ 2.45% |
$40.1K - $44K
|
24.4K
$2.14M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
428New |
$29.5K - $32.4K
|
428
$37.5K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
222New |
$15.3K - $16.8K
|
222
$19.4K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
208New |
$14.3K - $15.7K
|
208
$18.2K
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
160+ 3.2% |
$11K - $12.1K
|
5.16K
$452K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.3K - $11.3K
|
250
$21.9K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 28.0% |
$3.38K - $3.71K
|
224
$19.6K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 0.44% |
$2.48K - $2.72K
|
8.22K
$720K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.34% |
$1.1K - $1.21K
|
4.74K
$415K
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
15+ 0.5% |
$1.03K - $1.13K
|
3.01K
$264K
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$552 - $605
|
2.91K
$255K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.22% |
$345 - $378
|
414
$36.3K
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$345 - $378
|
6.61K
$579K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.11% |
$276 - $303
|
365
$32K
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$207 - $227
|
2.95K
$259K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 21.43% |
$207 - $227
|
17
$1.49K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
101KNew |
$6.29M - $7.31M
|
101K
$8.84M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
86.5KNew |
$5.39M - $6.27M
|
86.5K
$7.58M
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
70.2KNew |
$4.37M - $5.09M
|
70.2K
$6.15M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
CALL |
50KNew |
$3.12M - $3.63M
|
50K
$4.38M
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$1.87M - $2.18M
|
30K
$2.63M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.26M - $1.47M
|
20.2K
$1.77M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$852K - $991K
|
13.7K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.39KNew |
$585K - $681K
|
9.39K
$823K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.43KNew |
$526K - $611K
|
8.43K
$739K
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.26K+ 7.8% |
$265K - $309K
|
58.9K
$5.16M
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.02KNew |
$188K - $219K
|
3.02K
$265K
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3KNew |
$187K - $218K
|
3K
$263K
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.92KNew |
$182K - $212K
|
2.92K
$256K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.91KNew |
$181K - $211K
|
2.91K
$255K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 33.77% |
$169K - $197K
|
10.8K
$942K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.69K+ 3.19% |
$167K - $195K
|
86.9K
$7.61M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.16KNew |
$134K - $156K
|
2.16K
$189K
|