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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.12K+ 5.49% |
$435K - $474K
|
98.3K
$9.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.09KNew |
$432K - $471K
|
5.09K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.07K+ 2.82% |
$430K - $469K
|
185K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
5KNew |
$425K - $463K
|
5K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5K+ 2.17% |
$424K - $463K
|
236K
$21.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.98K+ 108.38% |
$423K - $461K
|
9.58K
$884K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.98K+ 2.83% |
$423K - $461K
|
181K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.92K+ 22.94% |
$417K - $455K
|
26.3K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.91K+ 122.81% |
$417K - $455K
|
8.91K
$823K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.9K+ 86.52% |
$416K - $454K
|
10.6K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.9K+ 1.22% |
$416K - $454K
|
408K
$37.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.89KNew |
$415K - $453K
|
4.89K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
4.85KNew |
$412K - $449K
|
4.85K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.77K+ 4.3% |
$405K - $441K
|
116K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.73K+ 22.24% |
$402K - $438K
|
26K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4.64K+ 91.52% |
$394K - $429K
|
9.71K
$896K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.64KNew |
$394K - $429K
|
4.64K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
4.63K+ 145.86% |
$393K - $428K
|
7.8K
$720K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.62K+ 508.14% |
$392K - $428K
|
5.53K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.6K+ 11.57% |
$391K - $426K
|
44.4K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.57KNew |
$388K - $423K
|
4.57K
$422K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.57KNew |
$388K - $423K
|
4.57K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
4.55K+ 217.37% |
$387K - $422K
|
6.65K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$382K - $417K
|
4.5K
$415K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
4.49KNew |
$381K - $416K
|
4.49K
$415K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.4K+ 79.48% |
$373K - $407K
|
9.93K
$917K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.31KNew |
$366K - $398K
|
4.31K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 17.1% |
$365K - $398K
|
29.5K
$2.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.26K+ 9.46% |
$361K - $394K
|
49.2K
$4.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.23K+ 15.27% |
$359K - $392K
|
32K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.23K+ 19.88% |
$359K - $391K
|
25.5K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.16KNew |
$353K - $385K
|
4.16K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.16K+ 27.97% |
$353K - $385K
|
19K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.11K+ 106.03% |
$349K - $381K
|
7.99K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.08K+ 31.34% |
$346K - $378K
|
17.1K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.07K+ 27.71% |
$345K - $376K
|
18.7K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
4.06KNew |
$345K - $376K
|
4.06K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.05K+ 14.76% |
$344K - $375K
|
31.5K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.03K+ 2.6% |
$342K - $373K
|
159K
$14.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
4.03KNew |
$342K - $373K
|
4.03K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
4K+ 112.36% |
$340K - $370K
|
7.56K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
3.9K+ 15.54% |
$331K - $361K
|
29K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.88KNew |
$329K - $359K
|
3.88K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.86K+ 10.27% |
$328K - $357K
|
41.5K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.85K+ 3.78% |
$327K - $356K
|
106K
$9.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.84K+ 16.68% |
$326K - $355K
|
26.8K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.81K+ 0.85% |
$323K - $352K
|
449K
$41.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.76KNew |
$319K - $348K
|
3.76K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.76K+ 0.73% |
$319K - $348K
|
522K
$48.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.68K+ 20.62% |
$313K - $341K
|
21.5K
$1.99M
|