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 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.41KNew |
$89.4K - $102K
|
1.41K
$123K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$81.6K - $92.9K
|
1.29K
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.26K+ 2.62% |
$79.8K - $90.9K
|
49.4K
$4.32M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13KNew |
$71.7K - $81.7K
|
1.13K
$99K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.13K+ 108.04% |
$71.6K - $81.6K
|
2.17K
$190K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$66.2K - $75.4K
|
1.04K
$91.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
877New |
$55.6K - $63.4K
|
877
$76.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
754New |
$47.8K - $54.5K
|
754
$66.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
528New |
$33.5K - $38.2K
|
528
$46.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
508New |
$32.2K - $36.7K
|
508
$44.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
504+ 2.36% |
$32K - $36.4K
|
21.8K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
477New |
$30.3K - $34.5K
|
477
$41.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 7.61% |
$23.3K - $26.5K
|
5.19K
$455K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
336+ 192.0% |
$21.3K - $24.3K
|
511
$44.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
285New |
$18.1K - $20.6K
|
285
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$15.9K - $18.1K
|
250
$21.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
169New |
$10.7K - $12.2K
|
169
$14.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
153+ 6.89% |
$9.71K - $11.1K
|
2.37K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
146+ 2.35% |
$9.26K - $10.5K
|
6.35K
$556K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
142+ 3.26% |
$9.01K - $10.3K
|
4.5K
$394K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
140New |
$8.88K - $10.1K
|
140
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
110New |
$6.98K - $7.95K
|
110
$9.64K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.38K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23New |
$1.46K - $1.66K
|
23
$2.01K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
17+ 0.32% |
$1.08K - $1.23K
|
5.4K
$473K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
323KNew |
$22M - $25.9M
|
323K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$13.6M - $16M
|
200K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
191KNew |
$13M - $15.3M
|
191K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
64.5KNew |
$4.39M - $5.17M
|
64.5K
$5.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42.6K+ 26.19% |
$2.9M - $3.41M
|
205K
$18M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
32.4KNew |
$2.2M - $2.59M
|
32.4K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
25.2KNew |
$1.72M - $2.02M
|
25.2K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
19.3KNew |
$1.31M - $1.55M
|
19.3K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
16.6KNew |
$1.13M - $1.33M
|
16.6K
$1.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.9KNew |
$879K - $1.04M
|
12.9K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$833K - $981K
|
12.2K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.1K+ 112.05% |
$825K - $972K
|
22.9K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
10.8KNew |
$737K - $869K
|
10.8K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.98KNew |
$678K - $800K
|
9.98K
$874K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.05K+ 248.53% |
$615K - $725K
|
12.7K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8.84KNew |
$601K - $708K
|
8.84K
$774K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.47KNew |
$576K - $679K
|
8.47K
$742K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
7.67K+ 153320.0% |
$521K - $615K
|
7.67K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
7.1KNew |
$483K - $569K
|
7.1K
$622K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.82K+ 151.17% |
$396K - $466K
|
9.67K
$847K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$361K - $426K
|
5.31K
$465K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.1KNew |
$347K - $409K
|
5.1K
$447K
|
|