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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
264New |
$17.9K - $21.3K
|
264
$24.4K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
262+ 0.18% |
$17.8K - $21.1K
|
146K
$13.5M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
179+ 1.87% |
$12.1K - $14.4K
|
9.77K
$902K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
163New |
$11K - $13.2K
|
163
$15K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$15K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
125+ 3.03% |
$8.47K - $10.1K
|
4.25K
$392K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
100New |
$6.78K - $8.07K
|
100
$9.23K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58New |
$3.93K - $4.68K
|
58
$5.36K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
52New |
$3.52K - $4.2K
|
52
$4.8K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50+ 41.67% |
$3.39K - $4.04K
|
170
$15.7K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$3.32K - $3.95K
|
49
$4.52K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47New |
$3.19K - $3.79K
|
47
$4.34K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
35New |
$2.37K - $2.82K
|
35
$3.23K
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.1% |
$1.56K - $1.86K
|
23.2K
$2.15M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13New |
$881 - $1.05K
|
13
$1.2K
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
9+ 0.2% |
$610 - $726
|
4.48K
$413K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.28% |
$610 - $726
|
3.25K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.03% |
$203 - $242
|
295
$27.2K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1+ 1.39% |
$67.8 - $80.7
|
73
$6.74K
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.97% |
$67.8 - $80.7
|
104
$9.6K
|
|
Q1 2024 | |||||||
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
150KNew |
$9.96M - $10.9M
|
150K
$13.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85.8K+ 72.64% |
$5.68M - $6.2M
|
204K
$18.8M
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84.5KNew |
$5.6M - $6.1M
|
84.5K
$7.8M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78K+ 9.56% |
$5.16M - $5.63M
|
893K
$82.5M
|
|
May 15, 2024
Q1 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
76.8KNew |
$5.09M - $5.55M
|
76.8K
$7.09M
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
60KNew |
$3.98M - $4.33M
|
60K
$5.54M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$2.86M - $3.12M
|
43.2K
$3.98M
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$1.48M - $1.62M
|
22.4K
$2.07M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.47K+ 30.35% |
$561K - $612K
|
36.4K
$3.36M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
7KNew |
$464K - $506K
|
7K
$646K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.54KNew |
$433K - $473K
|
6.54K
$604K
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.87KNew |
$389K - $424K
|
5.87K
$542K
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.8KNew |
$384K - $419K
|
5.8K
$535K
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.43KNew |
$359K - $392K
|
5.43K
$501K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.35KNew |
$288K - $314K
|
4.35K
$401K
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.84KNew |
$254K - $277K
|
3.84K
$355K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.76K+ 0.4% |
$249K - $272K
|
933K
$86.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.09K+ 6.41% |
$205K - $223K
|
51.3K
$4.74M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$266K
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$262K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.41% |
$183K - $200K
|
53.9K
$4.98M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.6K+ 15.25% |
$172K - $188K
|
19.6K
$1.81M
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.5K+ 86.21% |
$166K - $181K
|
5.4K
$499K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.54KNew |
$102K - $111K
|
1.54K
$142K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.12KNew |
$74.3K - $81K
|
1.12K
$104K
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$92.3K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
553New |
$36.6K - $39.9K
|
553
$51.1K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$48.2K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
462+ 9.72% |
$30.6K - $33.4K
|
5.22K
$482K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
408+ 47.17% |
$27K - $29.5K
|
1.27K
$118K
|