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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.03% |
$408 - $481
|
17.3K
$1.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.75% |
$68 - $80.2
|
58
$5.33K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.87MNew |
$122M - $143M
|
1.87M
$172M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
62.6KNew |
$4.09M - $4.79M
|
62.6K
$5.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
24.5K+ 332.05% |
$1.6M - $1.88M
|
31.9K
$2.93M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.5KNew |
$1.28M - $1.49M
|
19.5K
$1.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10KNew |
$654K - $765K
|
10K
$920K
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 26.92% |
$458K - $536K
|
33K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
6.7KNew |
$438K - $513K
|
6.7K
$616K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
5.08KNew |
$332K - $388K
|
5.08K
$467K
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.67K+ 52.68% |
$305K - $357K
|
13.5K
$1.24M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.42KNew |
$289K - $338K
|
4.42K
$407K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.45KNew |
$226K - $264K
|
3.45K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.21K+ 21.49% |
$210K - $246K
|
18.1K
$1.67M
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.07KNew |
$201K - $235K
|
3.07K
$282K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
3.05KNew |
$199K - $233K
|
3.05K
$280K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.87KNew |
$187K - $219K
|
2.87K
$264K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.85KNew |
$187K - $218K
|
2.85K
$262K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.81KNew |
$184K - $215K
|
2.81K
$258K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.35K+ 6.0% |
$154K - $180K
|
41.6K
$3.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$133K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
1K+ 50.0% |
$65.4K - $76.5K
|
3K
$276K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
849+ 39.51% |
$55.5K - $65K
|
3K
$276K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
670+ 11.62% |
$43.8K - $51.3K
|
6.43K
$592K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
331New |
$21.6K - $25.3K
|
331
$30.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
300+ 5.38% |
$19.6K - $23K
|
5.88K
$540K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
265+ 2.26% |
$17.3K - $20.3K
|
12K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
156+ 2228.57% |
$10.2K - $11.9K
|
163
$15K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$16.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126+ 4.49% |
$8.24K - $9.64K
|
2.93K
$270K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.36K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$7.08K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.69K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 0.09% |
$2.68K - $3.14K
|
45.5K
$4.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
26+ 0.86% |
$1.7K - $1.99K
|
3.04K
$280K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5+ 0.06% |
$327 - $383
|
8.54K
$785K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
150K+ 907.88% |
$9.41M - $10.9M
|
166K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.51KNew |
$283K - $327K
|
4.51K
$415K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $239K
|
3.3K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.78KNew |
$175K - $202K
|
2.78K
$256K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
551+ 47.05% |
$34.6K - $40K
|
1.72K
$158K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250+ 14.94% |
$15.7K - $18.1K
|
1.92K
$177K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
250New |
$15.7K - $18.1K
|
250
$23K
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
63+ 1.47% |
$3.96K - $4.57K
|
4.36K
$401K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
51New |
$3.2K - $3.7K
|
51
$4.69K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.35KNew |
$265K - $298K
|
4.35K
$400K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
4.2KNew |
$257K - $288K
|
4.2K
$386K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.16KNew |
$254K - $285K
|
4.16K
$382K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$289K
|
|