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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-75- 30.0% |
$5.78K - $6.79K
|
175
$15K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 12.5% |
$5.7K - $6.7K
|
518
$44.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 2.17% |
$5.39K - $6.34K
|
3.15K
$270K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-69- 0.59% |
$5.31K - $6.25K
|
11.6K
$992K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-66- 2.03% |
$5.08K - $5.97K
|
3.19K
$273K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-60- 0.97% |
$4.62K - $5.43K
|
6.15K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-56- 1.11% |
$4.31K - $5.07K
|
4.98K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-51- 1.66% |
$3.93K - $4.62K
|
3.03K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 2.94% |
$3.85K - $4.53K
|
1.65K
$141K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-45- 1.69% |
$3.47K - $4.07K
|
2.61K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-39- 0.03% |
$3K - $3.53K
|
121K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 40.21% |
$3K - $3.53K
|
58
$4.96K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 0.57% |
$2.62K - $3.08K
|
5.98K
$511K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-34- 2.49% |
$2.62K - $3.08K
|
1.33K
$114K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-34- 3.18% |
$2.62K - $3.08K
|
1.04K
$88.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.8% |
$1.93K - $2.26K
|
3.11K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.22% |
$1.08K - $1.27K
|
6.29K
$538K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$817K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.05% |
$385 - $453
|
9.96K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.15% |
$308 - $362
|
2.69K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$77 - $90.5
|
15
$1.28K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-660K- 27.52% |
$44.8M - $53.3M
|
1.74M
$149M
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-600K- 49.54% |
$40.7M - $48.4M
|
611K
$52.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-43.9K- 19.48% |
$2.98M - $3.54M
|
182K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-23.5K- 81.74% |
$1.6M - $1.9M
|
5.26K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15K- 0.02% |
$1.02M - $1.21M
|
77.7M
$6.65B
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.3K- 25.49% |
$695K - $828K
|
30K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-10K- 71.89% |
$678K - $807K
|
3.91K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.92K- 80.87% |
$672K - $800K
|
2.35K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.8K- 8.88% |
$529K - $630K
|
80K
$6.85M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.41K- 9.97% |
$231K - $275K
|
30.8K
$2.63M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.8KClosed |
$189K - $226K
|
0
$0
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.3K- 54.76% |
$156K - $186K
|
1.9K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.5K- 17.68% |
$102K - $121K
|
6.98K
$598K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.35K- 22.44% |
$91.4K - $109K
|
4.66K
$399K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.25K- 19.34% |
$84.5K - $101K
|
5.2K
$445K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.19K- 98.75% |
$80.5K - $95.9K
|
15
$1.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 23.55% |
$67.8K - $80.7K
|
3.25K
$278K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-896- 1.29% |
$60.7K - $72.3K
|
68.7K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-693- 14.77% |
$47K - $55.9K
|
4K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-688- 39.56% |
$46.6K - $55.5K
|
1.05K
$89.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-650- 17.5% |
$44.1K - $52.5K
|
3.07K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-623- 0.88% |
$42.2K - $50.3K
|
70.5K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-556- 4.9% |
$37.7K - $44.9K
|
10.8K
$924K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-417- 10.78% |
$28.3K - $33.7K
|
3.45K
$295K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-326- 0.84% |
$22.1K - $26.3K
|
38.5K
$3.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 0.92% |
$16.9K - $20.2K
|
26.9K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-237- 7.06% |
$16.1K - $19.1K
|
3.12K
$267K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-185- 3.64% |
$12.5K - $14.9K
|
4.9K
$419K
|
|