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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-258- 4.16% |
$17.1K - $18.6K
|
5.95K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-213- 23.96% |
$14.1K - $15.4K
|
676
$57.9K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-200- 2.62% |
$13.3K - $14.4K
|
7.44K
$636K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-200- 3.31% |
$13.3K - $14.4K
|
5.84K
$499K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 4.15% |
$13.3K - $14.4K
|
4.62K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-169- 5.57% |
$11.2K - $12.2K
|
2.87K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-150- 1.9% |
$9.94K - $10.8K
|
7.75K
$663K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-148- 2.86% |
$9.81K - $10.7K
|
5.02K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-125- 1.81% |
$8.28K - $9.03K
|
6.79K
$581K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-121- 44.65% |
$8.02K - $8.74K
|
150
$12.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-114- 1.07% |
$7.55K - $8.24K
|
10.5K
$900K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 9.09% |
$6.63K - $7.22K
|
1K
$85.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-89- 3.08% |
$5.9K - $6.43K
|
2.81K
$240K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-77- 2.29% |
$5.1K - $5.56K
|
3.29K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-74- 2.77% |
$4.9K - $5.35K
|
2.6K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 2.49% |
$4.37K - $4.77K
|
2.59K
$222K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-59- 0.33% |
$3.91K - $4.26K
|
18.1K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-55- 1.4% |
$3.64K - $3.97K
|
3.88K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 1.26% |
$3.31K - $3.61K
|
3.93K
$336K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-18- 15.25% |
$1.19K - $1.3K
|
100
$8.56K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$1.13K - $1.23K
|
3.9K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$861 - $939
|
5.39K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.51% |
$729 - $795
|
2.16K
$184K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-10- 0.32% |
$663 - $722
|
3.12K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8- 44.44% |
$530 - $578
|
10
$856
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 1.96% |
$265 - $289
|
200
$17.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.43M- 94.08% |
$89.6M - $104M
|
90K
$7.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-159K- 69.06% |
$9.94M - $11.6M
|
71K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-69.3K- 49.66% |
$4.35M - $5.07M
|
70.3K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-51.5K- 46.21% |
$3.23M - $3.76M
|
59.9K
$5.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.4K- 5.28% |
$1.03M - $1.2M
|
294K
$25.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-9.5K- 1.23% |
$596K - $694K
|
766K
$65.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.99K- 53.89% |
$564K - $657K
|
7.69K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.74K- 71.62% |
$548K - $639K
|
3.46K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.4K- 99.67% |
$339K - $395K
|
18
$1.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 32.54% |
$141K - $164K
|
4.66K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.18K- 4.58% |
$137K - $159K
|
45.4K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 88.1% |
$94.8K - $110K
|
204
$17.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.44K- 23.17% |
$90.4K - $105K
|
4.78K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.23K- 2.58% |
$77.3K - $90.1K
|
46.6K
$3.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.1K- 8.78% |
$69K - $80.4K
|
11.4K
$978K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-652- 9.85% |
$40.9K - $47.6K
|
5.97K
$511K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-633- 4.9% |
$39.7K - $46.3K
|
12.3K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-617- 14.82% |
$38.7K - $45.1K
|
3.55K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 10.39% |
$25.1K - $29.2K
|
3.45K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-370- 6.6% |
$23.2K - $27K
|
5.24K
$448K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-318- 4.55% |
$19.9K - $23.2K
|
6.67K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 6.85% |
$15.7K - $18.3K
|
3.4K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-235- 98.74% |
$14.7K - $17.2K
|
3
$257
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 9.66% |
$14.4K - $16.8K
|
2.15K
$184K
|
|