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 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.68K+ 116.74% |
$313K - $341K
|
6.84K
$631K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.64K+ 54.49% |
$309K - $337K
|
10.3K
$953K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.6K+ 12.31% |
$306K - $333K
|
32.9K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.59K+ 1.62% |
$305K - $332K
|
226K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.58KNew |
$304K - $331K
|
3.58K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.56K+ 60.21% |
$302K - $329K
|
9.47K
$874K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.52K+ 13.43% |
$299K - $326K
|
29.7K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 4.42% |
$297K - $324K
|
82.7K
$7.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.39K+ 8.55% |
$288K - $314K
|
43K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 6.68% |
$286K - $312K
|
53.9K
$4.97M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37K+ 2.8% |
$286K - $312K
|
124K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.36KNew |
$286K - $311K
|
3.36K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.36K+ 18.3% |
$285K - $311K
|
21.7K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.33K+ 2.17% |
$283K - $308K
|
157K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.31KNew |
$281K - $307K
|
3.31K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 8.05% |
$277K - $302K
|
43.9K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
3.27KNew |
$277K - $302K
|
3.27K
$301K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.25KNew |
$276K - $301K
|
3.25K
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.23K+ 2.21% |
$275K - $299K
|
150K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.2K+ 15.13% |
$272K - $296K
|
24.4K
$2.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.15K+ 4.35% |
$268K - $292K
|
75.6K
$6.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.12K+ 2.7% |
$265K - $289K
|
119K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.11K+ 13.71% |
$264K - $288K
|
25.8K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.09K+ 46.12% |
$263K - $286K
|
9.8K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
3.07K+ 50.02% |
$261K - $285K
|
9.22K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.07K+ 1.19% |
$261K - $284K
|
261K
$24.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 3.81% |
$261K - $284K
|
83.6K
$7.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.07K+ 18.06% |
$260K - $284K
|
20K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.04K+ 16.18% |
$258K - $281K
|
21.8K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
3.03KNew |
$257K - $280K
|
3.03K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.02KNew |
$257K - $280K
|
3.02K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3KNew |
$255K - $278K
|
3K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.99K+ 8.79% |
$254K - $277K
|
37K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.95K+ 63.24% |
$251K - $273K
|
7.63K
$704K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.94KNew |
$249K - $272K
|
2.94K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.87KNew |
$244K - $266K
|
2.87K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.85KNew |
$242K - $264K
|
2.85K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.84KNew |
$241K - $263K
|
2.84K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.82K+ 2.81% |
$239K - $261K
|
103K
$9.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.8KNew |
$237K - $259K
|
2.8K
$258K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
2.78KNew |
$236K - $257K
|
2.78K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.78K+ 12.8% |
$236K - $257K
|
24.5K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.7K+ 2.93% |
$229K - $249K
|
94.8K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.69KNew |
$228K - $249K
|
2.69K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
2.63KNew |
$223K - $243K
|
2.63K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 1.73% |
$223K - $243K
|
154K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.62KNew |
$223K - $243K
|
2.62K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.61KNew |
$222K - $241K
|
2.61K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.61K+ 5.08% |
$222K - $241K
|
54K
$4.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 8.27% |
$221K - $241K
|
34K
$3.14M
|