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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
2.93KNew |
$183K - $214K
|
2.93K
$269K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.81KNew |
$176K - $206K
|
2.81K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$169K - $197K
|
2.7K
$248K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.4K+ 46500.0% |
$87.5K - $102K
|
1.4K
$129K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$77.9K - $90.8K
|
1.24K
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$67.7K - $78.9K
|
1.08K
$99.3K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
900New |
$56.4K - $65.8K
|
900
$82.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
813+ 6.91% |
$51K - $59.4K
|
12.6K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
786New |
$49.3K - $57.4K
|
786
$72.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
751New |
$47.1K - $54.9K
|
751
$69.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
595+ 5.1% |
$37.3K - $43.5K
|
12.3K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500+ 62.5% |
$31.4K - $36.5K
|
1.3K
$120K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
443New |
$27.8K - $32.4K
|
443
$40.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
379+ 13.69% |
$23.8K - $27.7K
|
3.15K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
377+ 8.46% |
$23.6K - $27.6K
|
4.83K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
152New |
$9.53K - $11.1K
|
152
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
127+ 14.94% |
$7.96K - $9.28K
|
977
$89.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
107+ 9.27% |
$6.71K - $7.82K
|
1.26K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
101New |
$6.33K - $7.38K
|
101
$9.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$5.71K - $6.65K
|
91
$8.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$4.7K - $5.48K
|
75
$6.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
39+ 0.04% |
$2.45K - $2.85K
|
90.1K
$8.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18+ 0.38% |
$1.13K - $1.32K
|
4.72K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$439 - $512
|
4.42K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.42% |
$188 - $219
|
718
$66K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1New |
$62.7 - $73.1
|
1
$92
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
412KNew |
$26.7M - $30.1M
|
412K
$37.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
300K+ 38.46% |
$19.4M - $21.9M
|
1.08M
$99.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
90.8KNew |
$5.88M - $6.64M
|
90.8K
$8.35M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
90KNew |
$5.82M - $6.58M
|
90K
$8.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
20.4KNew |
$1.32M - $1.49M
|
20.4K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
18.2K+ 56.11% |
$1.18M - $1.33M
|
50.8K
$4.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.6KNew |
$751K - $848K
|
11.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.99KNew |
$582K - $657K
|
8.99K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.52KNew |
$487K - $549K
|
7.52K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$431K - $487K
|
6.66K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.38KNew |
$413K - $467K
|
6.38K
$587K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$387K - $437K
|
5.98K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5.2KNew |
$337K - $380K
|
5.2K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$257K - $290K
|
3.97K
$365K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.9KNew |
$253K - $285K
|
3.9K
$359K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.86KNew |
$249K - $282K
|
3.86K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$228K - $257K
|
3.52K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25KNew |
$210K - $237K
|
3.25K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$257K
|
|