Latest Institutional Purchases of Southern CO (SO)

SO Quotes by TradingView

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
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
13
New
$841 - $950
13 $1.2K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
13
+ 0.4%
$841 - $950
3.25K $300K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
5
New
$324 - $365
5 $462
Nov 13, 2023 Q3 2023
Advisory Research Inc

Chicago, IL
BUY
 -
4
+ 0.1%
$259 - $292
4.01K $370K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
1
+ 0.06%
$64.7 - $73.1
1.61K $148K
Oct 16, 2023 Q3 2023
Howard Capital Management Group, LLC

BUY
 -
1
+ 0.01%
$64.7 - $73.1
8.7K $803K
Q2 2023
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 CALL
1.7M
New
$117M - $129M
1.7M $157M
Aug 14, 2023 Q2 2023
Merewether Investment Management, LP

Dallas, TX
BUY
 -
631K
New
$43.5M - $47.7M
631K $58.3M
May 15, 2025 Q2 2023
Clear Street LLC

BUY
 -
71.6K
New
$4.94M - $5.42M
71.6K $6.61M
May 15, 2025 Q2 2023
Clear Street LLC

BUY
 PUT
71.6K
New
$4.94M - $5.42M
71.6K $6.61M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
55.7K
+ 1.11%
$3.84M - $4.22M
5.09M $470M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
18.9K
New
$1.3M - $1.43M
18.9K $1.74M
Jul 28, 2023 Q2 2023
Xy Capital LTD

Central, K3
BUY
 PUT
11K
New
$759K - $832K
11K $1.02M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
9.06K
New
$625K - $685K
9.06K $836K
Aug 14, 2023 Q2 2023
Chiron Investment Management, LLC

New York, NY
BUY
 -
8.84K
New
$610K - $669K
8.84K $816K
Aug 15, 2023 Q2 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
8.26K
New
$570K - $625K
8.26K $762K
Jul 17, 2023 Q2 2023
Strategic Wealth Investment Group, LLC

BUY
 -
7.97K
New
$550K - $603K
7.97K $736K
Aug 08, 2023 Q2 2023
Main Street Research LLC

Sausalito, CA
BUY
 -
6.46K
New
$446K - $489K
6.46K $596K
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
4.51K
+ 1233.06%
$311K - $341K
4.88K $450K
Jul 28, 2023 Q2 2023
Xy Capital LTD

Central, K3
BUY
 -
4.4K
New
$303K - $333K
4.4K $406K
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
3.71K
New
$256K - $281K
3.71K $342K
Aug 10, 2023 Q2 2023
Cornerstone Retirement Group, Inc.

BUY
 -
3.58K
New
$247K - $271K
3.58K $331K
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
3.47K
New
$239K - $262K
3.47K $320K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
3.25K
New
$224K - $246K
3.25K $300K
Aug 11, 2023 Q2 2023
Krane Funds Advisors LLC

New York, NY
BUY
 -
3.2K
+ 74.01%
$221K - $242K
7.53K $695K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
3.01K
+ 28.56%
$207K - $228K
13.5K $1.25M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 PUT
2.7K
+ 207.69%
$186K - $204K
4K $369K
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
1.43K
New
$98.9K - $108K
1.43K $132K
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
1.11K
+ 5.47%
$76.6K - $84K
21.4K $1.98M
Jul 24, 2023 Q2 2023
Achmea Investment Management B.V.

BUY
 -
952
+ 101.49%
$65.7K - $72K
1.89K $175K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
733
+ 23.64%
$50.6K - $55.5K
3.83K $354K
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
692
+ 2.79%
$47.7K - $52.4K
25.5K $2.35M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
582
+ 2.45%
$40.1K - $44K
24.4K $2.25M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
428
New
$29.5K - $32.4K
428 $39.5K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
222
New
$15.3K - $16.8K
222 $20.5K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
208
New
$14.3K - $15.7K
208 $19.2K
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
160
+ 3.2%
$11K - $12.1K
5.16K $476K
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
150
+ 150.0%
$10.3K - $11.3K
250 $23.1K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
49
+ 28.0%
$3.38K - $3.71K
224 $20.7K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
36
+ 0.44%
$2.48K - $2.72K
8.22K $759K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
16
+ 0.34%
$1.1K - $1.21K
4.74K $437K
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
15
+ 0.5%
$1.03K - $1.13K
3.01K $278K
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
8
+ 0.28%
$552 - $605
2.91K $269K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
5
+ 1.22%
$345 - $378
414 $38.2K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
5
+ 0.08%
$345 - $378
6.61K $610K
Jul 20, 2023 Q2 2023
Johnson Midwest Financial, LLC

BUY
 -
4
+ 1.11%
$276 - $303
365 $33.7K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
3
+ 21.43%
$207 - $227
17 $1.57K
Q1 2023
Apr 14, 2023 Q1 2023
Chartwell Investment Partners, LLC

BUY
 -
101K
New
$6.29M - $7.31M
101K $9.32M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
86.5K
New
$5.39M - $6.27M
86.5K $7.99M

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