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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
16.9K+ 18.89% |
$1.44M - $1.57M
|
106K
$9.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
16.9K+ 1.85% |
$1.43M - $1.56M
|
929K
$85.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
16.8K+ 10.72% |
$1.43M - $1.56M
|
174K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
16.8K+ 6.95% |
$1.43M - $1.55M
|
258K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16.4KNew |
$1.4M - $1.52M
|
16.4K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
16.4K+ 7.84% |
$1.4M - $1.52M
|
226K
$20.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
15.9K+ 7.37% |
$1.35M - $1.47M
|
232K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.7K+ 4.54% |
$1.34M - $1.46M
|
363K
$33.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.4K+ 183.64% |
$1.31M - $1.43M
|
23.8K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.27M - $1.39M
|
15K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
14.9K+ 17.65% |
$1.27M - $1.38M
|
99.4K
$9.17M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.4K+ 3.97% |
$1.22M - $1.33M
|
377K
$34.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
14.4K+ 0.58% |
$1.22M - $1.33M
|
2.5M
$231M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.8KNew |
$1.17M - $1.28M
|
13.8K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.7K+ 185.53% |
$1.16M - $1.27M
|
21.1K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
13.4K+ 2.67% |
$1.14M - $1.24M
|
515K
$47.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.2K+ 16.41% |
$1.12M - $1.22M
|
93.7K
$8.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
12.7KNew |
$1.08M - $1.18M
|
12.7K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.5K+ 11.46% |
$1.06M - $1.16M
|
121K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
12.4K+ 289.86% |
$1.06M - $1.15M
|
16.7K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 17.23% |
$1.05M - $1.15M
|
84.3K
$7.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 10.58% |
$1.05M - $1.15M
|
129K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.3K+ 6.41% |
$1.05M - $1.14M
|
205K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12.3K+ 2.12% |
$1.04M - $1.14M
|
593K
$54.7M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
12.2KNew |
$1.03M - $1.13M
|
12.2K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
12.1K+ 28.03% |
$1.03M - $1.12M
|
55.3K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$1.02M - $1.11M
|
12K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.8K+ 0.91% |
$1.01M - $1.1M
|
1.31M
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
11.7K+ 5.28% |
$996K - $1.09M
|
234K
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7K+ 15.95% |
$994K - $1.08M
|
85.1K
$7.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$974K - $1.06M
|
11.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.3K+ 0.37% |
$963K - $1.05M
|
3.05M
$282M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
11.3K+ 3.03% |
$957K - $1.04M
|
383K
$35.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.2K+ 16.37% |
$948K - $1.03M
|
79.4K
$7.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 27.01% |
$947K - $1.03M
|
52.5K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
11KNew |
$934K - $1.02M
|
11K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11K+ 277.61% |
$931K - $1.01M
|
14.9K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.8K+ 6.43% |
$917K - $1M
|
179K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.8K+ 425.71% |
$914K - $996K
|
13.3K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.7K+ 3.7% |
$910K - $992K
|
300K
$27.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10.6K+ 3.89% |
$900K - $981K
|
283K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
10.6K+ 1.2% |
$898K - $979K
|
891K
$82.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.5K+ 39.26% |
$895K - $975K
|
37.4K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 15.95% |
$881K - $960K
|
75.4K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 6.52% |
$878K - $957K
|
169K
$15.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.88K+ 47.51% |
$839K - $915K
|
30.7K
$2.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
9.59K+ 2.43% |
$814K - $888K
|
404K
$37.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
9.54K+ 8.25% |
$810K - $883K
|
125K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.4K+ 5.98% |
$798K - $870K
|
167K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
9.15K+ 4.18% |
$777K - $847K
|
228K
$21M
|