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 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 17.45% |
$221K - $241K
|
17.5K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 11.51% |
$219K - $239K
|
25K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.55KNew |
$216K - $236K
|
2.55K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51K+ 14.75% |
$213K - $232K
|
19.5K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.5K+ 70.93% |
$213K - $232K
|
6.03K
$557K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 2.51% |
$211K - $230K
|
102K
$9.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.44KNew |
$207K - $225K
|
2.44K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
2.42KNew |
$205K - $224K
|
2.42K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.42K+ 10.76% |
$205K - $224K
|
24.9K
$2.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
2.41KNew |
$205K - $223K
|
2.41K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.4KNew |
$204K - $222K
|
2.4K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.38KNew |
$202K - $220K
|
2.38K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.35K+ 4.59% |
$200K - $218K
|
53.6K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.35K+ 2.61% |
$200K - $218K
|
92.4K
$8.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.34K+ 25.56% |
$198K - $216K
|
11.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.33K+ 25.09% |
$198K - $216K
|
11.6K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32K+ 5.43% |
$197K - $215K
|
45.1K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.32K+ 11.74% |
$197K - $214K
|
22K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
2.32K+ 93.91% |
$197K - $214K
|
4.78K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.3K+ 3.39% |
$195K - $213K
|
70.2K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.28K+ 2.36% |
$193K - $211K
|
98.5K
$9.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.26KNew |
$191K - $209K
|
2.26K
$208K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.25K+ 25.98% |
$191K - $208K
|
10.9K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.25KNew |
$191K - $208K
|
2.25K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
2.25KNew |
$191K - $208K
|
2.25K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.25K+ 70.29% |
$191K - $208K
|
5.44K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$191K - $208K
|
2.25K
$207K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
2.22KNew |
$189K - $206K
|
2.22K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.22KNew |
$189K - $205K
|
2.22K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 35.23% |
$188K - $205K
|
8.52K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.22KNew |
$188K - $205K
|
2.22K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.21KNew |
$187K - $204K
|
2.21K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$187K - $204K
|
2.2K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$187K - $204K
|
2.2K
$203K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 1046.19% |
$187K - $203K
|
2.41K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.19K+ 21.33% |
$186K - $202K
|
12.4K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.18KNew |
$185K - $202K
|
2.18K
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.18KNew |
$185K - $202K
|
2.18K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 69.46% |
$184K - $201K
|
5.29K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.12K+ 0.95% |
$180K - $196K
|
225K
$20.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.1K+ 8.97% |
$178K - $194K
|
25.5K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.09K+ 12.98% |
$178K - $194K
|
18.2K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.09K+ 48.36% |
$178K - $194K
|
6.42K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 2.38% |
$175K - $191K
|
88.6K
$8.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.03K+ 0.35% |
$173K - $188K
|
581K
$53.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.03K+ 11.91% |
$172K - $188K
|
19.1K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
1.99K+ 4.81% |
$169K - $185K
|
43.5K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.99K+ 10.13% |
$169K - $184K
|
21.6K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.99K+ 6.77% |
$169K - $184K
|
31.3K
$2.89M
|