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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.61KNew |
$201K - $236K
|
2.61K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
2.6K+ 68.42% |
$200K - $235K
|
6.4K
$572K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
2.6KNew |
$200K - $235K
|
2.6K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.59K+ 278.11% |
$200K - $235K
|
3.52K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.59K+ 55.81% |
$199K - $234K
|
7.23K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.58KNew |
$199K - $234K
|
2.58K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.58KNew |
$198K - $233K
|
2.58K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.58KNew |
$198K - $233K
|
2.58K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.57KNew |
$198K - $233K
|
2.57K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.57KNew |
$198K - $233K
|
2.57K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$198K - $232K
|
2.57K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56KNew |
$197K - $232K
|
2.56K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.56KNew |
$197K - $232K
|
2.56K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 9.24% |
$197K - $231K
|
30.2K
$2.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.55KNew |
$197K - $231K
|
2.55K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$196K - $231K
|
2.55K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.54KNew |
$196K - $230K
|
2.54K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.53K+ 17.17% |
$195K - $229K
|
17.3K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.53KNew |
$195K - $229K
|
2.53K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$194K - $228K
|
2.52K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$193K - $227K
|
2.51K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.5K+ 84.51% |
$192K - $226K
|
5.45K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.49KNew |
$192K - $225K
|
2.49K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.48K+ 22.15% |
$191K - $224K
|
13.7K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.47KNew |
$190K - $223K
|
2.47K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.47KNew |
$190K - $223K
|
2.47K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.47KNew |
$190K - $223K
|
2.47K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.45KNew |
$189K - $222K
|
2.45K
$219K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.45K+ 26.41% |
$188K - $222K
|
11.7K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.45KNew |
$188K - $221K
|
2.45K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2.44KNew |
$188K - $221K
|
2.44K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
2.44KNew |
$188K - $221K
|
2.44K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.44KNew |
$187K - $220K
|
2.44K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.43K+ 1.77% |
$187K - $220K
|
139K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.42KNew |
$186K - $219K
|
2.42K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.42K+ 14.35% |
$186K - $219K
|
19.3K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.41KNew |
$186K - $218K
|
2.41K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$185K - $218K
|
2.41K
$215K
|