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 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 50.83% |
$168K - $183K
|
5.87K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 48.92% |
$167K - $182K
|
6K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.97K+ 13106.67% |
$167K - $182K
|
1.98K
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.97K+ 29.09% |
$167K - $182K
|
8.73K
$806K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.96K+ 1.37% |
$167K - $182K
|
145K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.94K+ 26.98% |
$165K - $180K
|
9.14K
$844K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.92K+ 5.01% |
$163K - $178K
|
40.3K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.92K+ 15.18% |
$163K - $178K
|
14.6K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.91K+ 1.11% |
$162K - $176K
|
173K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.9K+ 16.29% |
$162K - $176K
|
13.6K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.89K+ 1.41% |
$161K - $175K
|
136K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 10.1% |
$157K - $171K
|
20.2K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.85K+ 18.87% |
$157K - $171K
|
11.6K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.83K+ 5.59% |
$155K - $169K
|
34.6K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.82K+ 31.58% |
$154K - $168K
|
7.57K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.8KNew |
$153K - $167K
|
1.8K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.8K+ 15.18% |
$153K - $167K
|
13.7K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Scp Investment, LP
|
BUY
|
- |
1.8K+ 18.37% |
$153K - $167K
|
11.6K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.78K+ 7.61% |
$151K - $164K
|
25.1K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.76K+ 4.84% |
$149K - $163K
|
38.1K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.72K+ 12.66% |
$146K - $159K
|
15.3K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.69K+ 3.71% |
$144K - $157K
|
47.3K
$4.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.67K+ 3.9% |
$142K - $155K
|
44.5K
$4.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.67KNew |
$142K - $155K
|
1.67K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 27.69% |
$141K - $154K
|
7.68K
$709K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 3.99% |
$141K - $154K
|
43.3K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.66K+ 10.18% |
$141K - $154K
|
18K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.65K+ 8.99% |
$140K - $153K
|
20K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.65K+ 10.18% |
$140K - $153K
|
17.9K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.64K+ 49.77% |
$139K - $152K
|
4.93K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.64K+ 2.28% |
$139K - $152K
|
73.5K
$6.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.63K+ 1.19% |
$139K - $151K
|
138K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.6K+ 5.58% |
$136K - $148K
|
30.3K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.6K+ 0.54% |
$136K - $148K
|
299K
$27.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 1.87% |
$135K - $148K
|
86.9K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.59K+ 15.99% |
$135K - $147K
|
11.5K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.59K+ 55.01% |
$135K - $147K
|
4.47K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.58K+ 39.12% |
$134K - $146K
|
5.63K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.57K+ 26.53% |
$133K - $145K
|
7.47K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 1.52% |
$133K - $145K
|
104K
$9.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.53K+ 1.31% |
$130K - $141K
|
118K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.52K+ 2.19% |
$129K - $140K
|
70.6K
$6.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.49K+ 47.02% |
$127K - $138K
|
4.67K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.48K+ 7.39% |
$125K - $137K
|
21.5K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.47K+ 2.69% |
$125K - $136K
|
56.1K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.46K+ 18.34% |
$124K - $135K
|
9.42K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.28% |
$124K - $135K
|
65.6K
$6.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.46K+ 12.2% |
$124K - $135K
|
13.4K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.45K+ 2.9% |
$123K - $134K
|
51.2K
$4.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.42K+ 16.72% |
$120K - $131K
|
9.9K
$914K
|