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 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1K- 13.62% |
$69K - $75.7K
|
6.34K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-980- 20.04% |
$67.6K - $74.1K
|
3.91K
$365K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-809- 9.24% |
$55.8K - $61.2K
|
7.95K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-726- 33.77% |
$50.1K - $54.9K
|
1.42K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-625- 4.48% |
$43.1K - $47.3K
|
13.3K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-415- 4.13% |
$28.6K - $31.4K
|
9.63K
$899K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400- 9.83% |
$27.6K - $30.3K
|
3.67K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-278- 8.74% |
$19.2K - $21K
|
2.9K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-213- 0.54% |
$14.7K - $16.1K
|
39K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-171- 0.46% |
$11.8K - $12.9K
|
37.2K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 4.52% |
$9.79K - $10.7K
|
3K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 7.89% |
$7.52K - $8.25K
|
1.27K
$119K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-79- 5.0% |
$5.45K - $5.98K
|
1.5K
$140K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-50- 0.9% |
$3.45K - $3.78K
|
5.5K
$513K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-43Closed |
$2.97K - $3.25K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-27- 0.39% |
$1.86K - $2.04K
|
6.88K
$642K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 0.5% |
$690 - $757
|
1.98K
$185K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-104K- 99.05% |
$6.5M - $7.56M
|
1K
$93.3K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16KClosed |
$998K - $1.16M
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.3K- 93.88% |
$701K - $816K
|
734
$68.5K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-8.38K- 85.24% |
$522K - $607K
|
1.45K
$135K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-6.47K- 14.45% |
$403K - $469K
|
38.3K
$3.57M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.59K- 41.73% |
$286K - $333K
|
6.41K
$598K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 38.18% |
$111K - $129K
|
2.89K
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.15K- 16.08% |
$71.8K - $83.5K
|
6.01K
$561K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1K- 58.82% |
$62.3K - $72.5K
|
700
$65.3K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-967- 82.86% |
$60.3K - $70.1K
|
200
$18.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 6.55% |
$20.8K - $24.1K
|
4.75K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-284- 6.39% |
$17.7K - $20.6K
|
4.16K
$388K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-122- 2.24% |
$7.6K - $8.85K
|
5.33K
$498K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-97- 2.98% |
$6.05K - $7.03K
|
3.16K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-63- 1.32% |
$3.93K - $4.57K
|
4.71K
$440K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-60- 0.9% |
$3.74K - $4.35K
|
6.63K
$618K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-40- 21.05% |
$2.49K - $2.9K
|
150
$14K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-18- 45.0% |
$1.12K - $1.31K
|
22
$2.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.21% |
$499 - $580
|
3.82K
$356K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-48.9KClosed |
$3.1M - $3.53M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-14.6K- 83.59% |
$925K - $1.05M
|
2.86K
$267K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 75.17% |
$580K - $661K
|
3.02K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.29K- 4.46% |
$336K - $383K
|
113K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-4.4K- 50.0% |
$279K - $318K
|
4.4K
$411K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 59.93% |
$213K - $243K
|
2.25K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.31K- 18.92% |
$147K - $167K
|
9.9K
$924K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.99K- 98.03% |
$126K - $144K
|
40
$3.73K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.9K- 33.56% |
$121K - $137K
|
3.76K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 35.42% |
$108K - $123K
|
3.1K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 15.51% |
$82.5K - $93.9K
|
7.08K
$661K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1K- 14.94% |
$63.4K - $72.3K
|
5.69K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-847- 8.65% |
$53.7K - $61.2K
|
8.94K
$835K
|
|