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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 3.97% |
$10K - $11.7K
|
3.87K
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-160- 5.06% |
$10K - $11.7K
|
3K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-157- 3.86% |
$9.85K - $11.5K
|
3.91K
$365K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 2.06% |
$9.47K - $11K
|
7.19K
$671K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-142- 3.32% |
$8.9K - $10.4K
|
4.14K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-100- 7.69% |
$6.27K - $7.31K
|
1.2K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-60- 0.48% |
$3.76K - $4.38K
|
12.5K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-44- 0.18% |
$2.76K - $3.22K
|
24.4K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 1.14% |
$2.01K - $2.34K
|
2.77K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 2.19% |
$1.94K - $2.27K
|
1.39K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-30- 4.49% |
$1.88K - $2.19K
|
638
$59.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-27- 5.33% |
$1.69K - $1.97K
|
480
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19- 16.24% |
$1.19K - $1.39K
|
98
$9.15K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-16- 4.42% |
$1K - $1.17K
|
346
$32.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$1K - $1.17K
|
11K
$1.03M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-19.9K- 41.36% |
$1.29M - $1.45M
|
28.2K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-12.2K- 10.43% |
$790K - $892K
|
105K
$9.78M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 8.39% |
$685K - $773K
|
116K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.2K- 51.11% |
$336K - $380K
|
4.97K
$464K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.86K- 9.17% |
$315K - $355K
|
48.2K
$4.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.64K- 12.8% |
$300K - $339K
|
31.6K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 23.73% |
$257K - $290K
|
12.7K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.63K- 98.69% |
$235K - $265K
|
48
$4.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.21K- 22.85% |
$208K - $235K
|
10.8K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.1K- 39.62% |
$136K - $153K
|
3.2K
$299K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2K- 12.64% |
$129K - $146K
|
13.8K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.23K- 46.52% |
$79.6K - $89.9K
|
1.41K
$132K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.13K- 62.89% |
$73.3K - $82.7K
|
668
$62.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 22.47% |
$66K - $74.6K
|
3.52K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.01K- 21.26% |
$65.4K - $73.8K
|
3.74K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-800- 64.0% |
$51.8K - $58.5K
|
450
$42K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-401- 2.23% |
$26K - $29.3K
|
17.6K
$1.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-305- 4.43% |
$19.7K - $22.3K
|
6.58K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-221- 0.98% |
$14.3K - $16.2K
|
22.3K
$2.08M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-100- 2.54% |
$6.47K - $7.31K
|
3.84K
$358K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-74- 0.19% |
$4.79K - $5.41K
|
38.3K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72Closed |
$4.66K - $5.26K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-30- 5.95% |
$1.94K - $2.19K
|
474
$44.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 1.12% |
$194 - $219
|
266
$24.8K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-85.5K- 46.66% |
$5.9M - $6.47M
|
97.8K
$9.12M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.5K- 36.44% |
$2.45M - $2.69M
|
61.9K
$5.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-15.9K- 71.5% |
$1.09M - $1.2M
|
6.33K
$591K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-7.24K- 3.82% |
$499K - $548K
|
182K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.14K- 26.68% |
$493K - $540K
|
19.6K
$1.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.07K- 62.97% |
$419K - $459K
|
3.57K
$333K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-5.33K- 47.28% |
$368K - $403K
|
5.95K
$555K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.61K- 20.47% |
$180K - $198K
|
10.1K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.1K- 41.5% |
$145K - $159K
|
2.96K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.14K- 3.18% |
$78.6K - $86.2K
|
34.7K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 19.41% |
$72.5K - $79.5K
|
4.36K
$407K
|
|