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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.09K+ 15.43% |
$771K - $841K
|
68K
$6.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.54K+ 19.52% |
$725K - $790K
|
52.3K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.48K+ 0.65% |
$720K - $785K
|
1.31M
$121M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.17K+ 2.77% |
$693K - $756K
|
303K
$28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97K+ 11.47% |
$677K - $738K
|
77.4K
$7.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.94K+ 4.97% |
$674K - $734K
|
168K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.89K+ 244.03% |
$670K - $730K
|
11.1K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
7.77K+ 6.14% |
$660K - $719K
|
134K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.63K+ 211.5% |
$648K - $707K
|
11.2K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.62K+ 1.93% |
$647K - $706K
|
402K
$37.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
7.46K+ 14.61% |
$634K - $691K
|
58.5K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.41K+ 1646.67% |
$629K - $686K
|
7.86K
$726K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.4KNew |
$629K - $685K
|
7.4K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.36K+ 14.33% |
$625K - $681K
|
58.7K
$5.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.29KNew |
$619K - $675K
|
7.29K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.27K+ 2.1% |
$618K - $673K
|
353K
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
7.18K+ 178.82% |
$609K - $664K
|
11.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.13KNew |
$605K - $660K
|
7.13K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.03K+ 1.83% |
$597K - $651K
|
392K
$36.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.93K+ 8.3% |
$589K - $642K
|
90.4K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.89K+ 2.02% |
$585K - $638K
|
347K
$32.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
6.84K+ 24.72% |
$581K - $633K
|
34.5K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.82K+ 4.62% |
$579K - $631K
|
155K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.65K+ 33.02% |
$564K - $615K
|
26.8K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.62K+ 3.58% |
$562K - $613K
|
192K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.6K+ 7.13% |
$560K - $611K
|
99.1K
$9.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.58K+ 4.15% |
$559K - $609K
|
165K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.49K+ 8.61% |
$551K - $600K
|
81.8K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.28K+ 7.82% |
$533K - $581K
|
86.5K
$7.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.22K+ 25.58% |
$528K - $576K
|
30.5K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
6.16K+ 1.91% |
$523K - $570K
|
329K
$30.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.16K+ 11.63% |
$523K - $570K
|
59.1K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.15K+ 59.06% |
$522K - $569K
|
16.6K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.13K+ 5.27% |
$520K - $567K
|
122K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.12K+ 0.32% |
$519K - $566K
|
1.93M
$178M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.06K+ 18.25% |
$515K - $561K
|
39.3K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.05K+ 4.58% |
$514K - $560K
|
138K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.99KNew |
$509K - $555K
|
5.99K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.94K+ 4.35% |
$504K - $549K
|
142K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.93K+ 8.11% |
$504K - $549K
|
79.1K
$7.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.88K+ 1.02% |
$499K - $544K
|
585K
$54M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.86K+ 22.17% |
$498K - $542K
|
32.3K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.83K+ 13.35% |
$495K - $540K
|
49.5K
$4.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.72KNew |
$486K - $529K
|
5.72K
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.49K+ 63.2% |
$466K - $508K
|
14.2K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.49K+ 7.03% |
$466K - $508K
|
83.5K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.4KNew |
$459K - $500K
|
5.4K
$499K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
5.35K+ 1982.59% |
$455K - $495K
|
5.62K
$519K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.32K+ 13.59% |
$452K - $493K
|
44.5K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.21K+ 6.59% |
$442K - $482K
|
84.2K
$7.77M
|