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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.46K+ 25.62% |
$280K - $322K
|
17K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.45K+ 2.76% |
$279K - $320K
|
128K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
3.39K+ 10.36% |
$275K - $316K
|
36.2K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.38KNew |
$274K - $314K
|
3.38K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.31K+ 83.11% |
$268K - $308K
|
7.3K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.27KNew |
$265K - $304K
|
3.27K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.27KNew |
$264K - $304K
|
3.27K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.25KNew |
$263K - $302K
|
3.25K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.19K+ 3.54% |
$259K - $297K
|
93.5K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.18K+ 0.93% |
$258K - $296K
|
347K
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$257K - $295K
|
3.17K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.16K+ 14.03% |
$256K - $294K
|
25.7K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.16K+ 2.79% |
$256K - $294K
|
116K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.13K+ 9.9% |
$254K - $291K
|
34.8K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.12KNew |
$252K - $290K
|
3.12K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.07K+ 20.74% |
$248K - $285K
|
17.9K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.05K+ 295.54% |
$247K - $283K
|
4.08K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$245K - $282K
|
3.03K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3K+ 0.29% |
$243K - $279K
|
1.03M
$94.9M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$243K - $279K
|
3K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 3.86% |
$242K - $278K
|
80.5K
$7.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.96K+ 71.74% |
$239K - $275K
|
7.08K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.94K+ 0.77% |
$238K - $273K
|
385K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.94K+ 4.73% |
$238K - $273K
|
65.1K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.92K+ 2.59% |
$237K - $272K
|
116K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
2.9K+ 24.17% |
$235K - $270K
|
14.9K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.89KNew |
$234K - $268K
|
2.89K
$265K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.82KNew |
$228K - $262K
|
2.82K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.81K+ 3.86% |
$227K - $261K
|
75.6K
$6.95M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.81KNew |
$227K - $261K
|
2.81K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.8K+ 94.72% |
$227K - $260K
|
5.76K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.79K+ 2.12% |
$226K - $260K
|
134K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$225K - $258K
|
2.78K
$256K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.75KNew |
$222K - $255K
|
2.75K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.71K+ 13.7% |
$219K - $252K
|
22.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.7KNew |
$219K - $251K
|
2.7K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.67K+ 6.65% |
$216K - $248K
|
42.8K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.67K+ 0.68% |
$216K - $248K
|
394K
$36.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.66KNew |
$215K - $247K
|
2.66K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.66K+ 23.46% |
$215K - $247K
|
14K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.66K+ 1.89% |
$215K - $247K
|
143K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.65KNew |
$215K - $247K
|
2.65K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
2.62KNew |
$212K - $243K
|
2.62K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.61K+ 2.66% |
$212K - $243K
|
101K
$9.29M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.61KNew |
$211K - $242K
|
2.61K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 10.42% |
$210K - $241K
|
27.5K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.58K+ 29.54% |
$209K - $240K
|
11.3K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.58KNew |
$209K - $239K
|
2.58K
$237K
|