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 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
377+ 8.46% |
$23.6K - $27.6K
|
4.83K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
127+ 14.94% |
$7.96K - $9.28K
|
977
$90.2K
|
|
|
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
$9.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$5.71K - $6.65K
|
91
$8.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$4.7K - $5.48K
|
75
$6.92K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
39+ 0.04% |
$2.45K - $2.85K
|
90.1K
$8.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$439 - $512
|
4.42K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.42% |
$188 - $219
|
718
$66.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1New |
$62.7 - $73.1
|
1
$92.3
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
412KNew |
$26.7M - $30.1M
|
412K
$38.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
300K+ 38.46% |
$19.4M - $21.9M
|
1.08M
$99.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
90.8KNew |
$5.88M - $6.64M
|
90.8K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
90KNew |
$5.82M - $6.58M
|
90K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
20.4KNew |
$1.32M - $1.49M
|
20.4K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
18.2K+ 56.11% |
$1.18M - $1.33M
|
50.8K
$4.69M
|
|
|
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
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.52KNew |
$487K - $549K
|
7.52K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$431K - $487K
|
6.66K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.38KNew |
$413K - $467K
|
6.38K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$387K - $437K
|
5.98K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5.2KNew |
$337K - $380K
|
5.2K
$480K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$257K - $290K
|
3.97K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.9KNew |
$253K - $285K
|
3.9K
$360K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$228K - $257K
|
3.52K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25KNew |
$210K - $237K
|
3.25K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$162K - $183K
|
2.5K
$231K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.48K+ 9.41% |
$160K - $181K
|
28.8K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.87% |
$90.7K - $102K
|
15.6K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32KNew |
$85.3K - $96.3K
|
1.32K
$122K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
755+ 38.34% |
$48.9K - $55.2K
|
2.72K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
724New |
$46.9K - $52.9K
|
724
$66.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
661+ 21.6% |
$42.8K - $48.3K
|
3.72K
$344K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
548New |
$35.5K - $40.1K
|
548
$50.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
429+ 0.96% |
$27.8K - $31.4K
|
44.9K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 181.82% |
$25.9K - $29.2K
|
620
$57.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
350+ 8.14% |
$22.7K - $25.6K
|
4.65K
$429K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
298+ 9.16% |
$19.3K - $21.8K
|
3.55K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.9K - $14.6K
|
200
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
144New |
$9.32K - $10.5K
|
144
$13.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100+ 6.66% |
$6.47K - $7.31K
|
1.6K
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
65+ 1.59% |
$4.21K - $4.75K
|
4.14K
$382K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.49K - $3.95K
|
54
$4.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
50+ 0.35% |
$3.24K - $3.65K
|
14.2K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
$1.94K - $2.19K
|
30
$2.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
28+ 0.62% |
$1.81K - $2.05K
|
4.56K
$421K
|
|