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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
28+ 0.33% |
$1.74K - $2.03K
|
8.62K
$792K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9+ 0.11% |
$561 - $653
|
8.02K
$738K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
PUT |
4New |
$249 - $290
|
4
$368
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$62.3 - $72.5
|
4.91K
$452K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.01MNew |
$572M - $651M
|
9.01M
$829M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
349KNew |
$22.1M - $25.2M
|
349K
$32.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
146K+ 67.9% |
$9.25M - $10.5M
|
360K
$33.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
75.3KNew |
$4.78M - $5.44M
|
75.3K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
65.6KNew |
$4.16M - $4.74M
|
65.6K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
54.1KNew |
$3.43M - $3.91M
|
54.1K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
39KNew |
$2.47M - $2.82M
|
39K
$3.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32.5KNew |
$2.06M - $2.35M
|
32.5K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
29.2K+ 2.59% |
$1.85M - $2.11M
|
1.16M
$106M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.1KNew |
$1.15M - $1.31M
|
18.1K
$1.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$266K - $303K
|
4.2K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.84KNew |
$244K - $277K
|
3.84K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.83KNew |
$243K - $277K
|
3.83K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.48KNew |
$221K - $252K
|
3.48K
$320K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $234K
|
3.24K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.04KNew |
$193K - $220K
|
3.04K
$279K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$263K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.72KNew |
$109K - $124K
|
1.72K
$158K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.67K+ 1.99% |
$106K - $121K
|
85.7K
$7.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.41KNew |
$89.4K - $102K
|
1.41K
$130K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$81.6K - $92.9K
|
1.29K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.26K+ 2.62% |
$79.8K - $90.9K
|
49.4K
$4.54M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13KNew |
$71.7K - $81.7K
|
1.13K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.13K+ 108.04% |
$71.6K - $81.6K
|
2.17K
$200K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$66.2K - $75.4K
|
1.04K
$95.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
877New |
$55.6K - $63.4K
|
877
$80.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
754New |
$47.8K - $54.5K
|
754
$69.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
528New |
$33.5K - $38.2K
|
528
$48.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
508New |
$32.2K - $36.7K
|
508
$46.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
504+ 2.36% |
$32K - $36.4K
|
21.8K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
477New |
$30.3K - $34.5K
|
477
$43.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 7.61% |
$23.3K - $26.5K
|
5.19K
$477K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
336+ 192.0% |
$21.3K - $24.3K
|
511
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
285New |
$18.1K - $20.6K
|
285
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$15.9K - $18.1K
|
250
$23K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
169New |
$10.7K - $12.2K
|
169
$15.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
153+ 6.89% |
$9.71K - $11.1K
|
2.37K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
146+ 2.35% |
$9.26K - $10.5K
|
6.35K
$584K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
142+ 3.26% |
$9.01K - $10.3K
|
4.5K
$413K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
140New |
$8.88K - $10.1K
|
140
$12.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
110New |
$6.98K - $7.95K
|
110
$10.1K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.6K
|
|