Latest Institutional Sells of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.92K- 6.25% |
$333K - $397K
|
73.7K
$6.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.7K- 31.51% |
$251K - $299K
|
8.04K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.41K- 9.97% |
$231K - $275K
|
30.8K
$2.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.37K- 18.91% |
$228K - $272K
|
14.4K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-3.03K- 50.0% |
$205K - $244K
|
3.03K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.59K- 23.71% |
$108K - $128K
|
5.11K
$450K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.56K- 77.56% |
$105K - $126K
|
450
$39.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.51K- 4.75% |
$102K - $122K
|
30.2K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.5K- 17.68% |
$102K - $121K
|
6.98K
$616K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.35K- 22.44% |
$91.4K - $109K
|
4.66K
$411K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.34K- 49.65% |
$90.9K - $108K
|
1.36K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.33K- 38.02% |
$90.4K - $108K
|
2.18K
$192K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.31K- 23.49% |
$88.8K - $106K
|
4.27K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.22K- 21.45% |
$82.4K - $98.1K
|
4.45K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.19K- 98.75% |
$80.5K - $95.9K
|
15
$1.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 15.19% |
$69.2K - $82.4K
|
5.7K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 23.55% |
$67.8K - $80.7K
|
3.25K
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-981- 13.49% |
$66.5K - $79.2K
|
6.29K
$555K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-896- 1.29% |
$60.7K - $72.3K
|
68.7K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-693- 14.77% |
$47K - $55.9K
|
4K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-688- 39.56% |
$46.6K - $55.5K
|
1.05K
$92.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-650- 17.5% |
$44.1K - $52.5K
|
3.07K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-623- 0.88% |
$42.2K - $50.3K
|
70.5K
$6.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-567- 12.12% |
$38.4K - $45.8K
|
4.11K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-556- 4.9% |
$37.7K - $44.9K
|
10.8K
$952K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-546- 4.85% |
$37K - $44.1K
|
10.7K
$945K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-417- 10.78% |
$28.3K - $33.7K
|
3.45K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-340- 7.55% |
$23K - $27.4K
|
4.16K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-326- 0.84% |
$22.1K - $26.3K
|
38.5K
$3.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-300- 6.19% |
$20.3K - $24.2K
|
4.55K
$401K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 4.79% |
$20.2K - $24.1K
|
5.92K
$522K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 0.92% |
$16.9K - $20.2K
|
26.9K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-247- 17.28% |
$16.7K - $19.9K
|
1.18K
$104K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-237- 7.06% |
$16.1K - $19.1K
|
3.12K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-228- 1.01% |
$15.5K - $18.4K
|
22.3K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-211- 1.99% |
$14.3K - $17K
|
10.4K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-204- 2.91% |
$13.8K - $16.5K
|
6.82K
$601K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-201- 28.67% |
$13.6K - $16.2K
|
500
$44.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-185- 3.64% |
$12.5K - $14.9K
|
4.9K
$432K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-169- 0.09% |
$11.5K - $13.6K
|
196K
$17.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 0.91% |
$10.2K - $12.1K
|
16.3K
$1.43M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 3.12% |
$9.22K - $11K
|
4.22K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 32.96% |
$7.93K - $9.44K
|
238
$21K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-113- 5.57% |
$7.66K - $9.12K
|
1.92K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.39% |
$6.78K - $8.07K
|
7.09K
$625K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 19.65% |
$6.78K - $8.07K
|
409
$36K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-90- 0.57% |
$6.1K - $7.26K
|
15.6K
$1.37M
|