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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.27KClosed |
$200K - $224K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.29KClosed |
$140K - $157K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.48KClosed |
$90.1K - $101K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.47KClosed |
$89.8K - $101K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1KClosed |
$61.1K - $68.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-626Closed |
$38.2K - $42.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-400- 8.51% |
$24.4K - $27.4K
|
4.3K
$378K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-272Closed |
$16.6K - $18.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-266Closed |
$16.3K - $18.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-260Closed |
$15.9K - $17.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-250Closed |
$15.3K - $17.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-240Closed |
$14.7K - $16.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-200Closed |
$12.2K - $13.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-173Closed |
$10.6K - $11.9K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100Closed |
$6.11K - $6.86K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-73Closed |
$4.46K - $5.01K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$4.34K - $4.87K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-45- 6.36% |
$2.75K - $3.09K
|
663
$58.3K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20- 2.17% |
$1.22K - $1.37K
|
900
$79.2K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$428 - $480
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 71.43% |
$306 - $343
|
2
$176
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-241KClosed |
$14.8M - $16.2M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-23.3KClosed |
$1.43M - $1.57M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-22.3KClosed |
$1.37M - $1.5M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-18.5KClosed |
$1.14M - $1.25M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-17.5KClosed |
$1.07M - $1.17M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-12KClosed |
$736K - $808K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-8.83KClosed |
$541K - $594K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.8KClosed |
$540K - $592K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5KClosed |
$399K - $438K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.78KClosed |
$355K - $389K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.78KClosed |
$293K - $322K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.7KClosed |
$288K - $316K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$276K - $303K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.28KClosed |
$263K - $288K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-4.19KClosed |
$257K - $282K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-4.09KClosed |
$251K - $275K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.9KClosed |
$239K - $263K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.87KClosed |
$237K - $260K
|
0
$0
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.78KClosed |
$232K - $254K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3.54KClosed |
$217K - $238K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-3.39KClosed |
$208K - $228K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.32KClosed |
$204K - $223K
|
0
$0
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-1.4K- 70.0% |
$85.9K - $94.2K
|
600
$52.8K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.07KClosed |
$65.7K - $72.1K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-914Closed |
$56.1K - $61.5K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-680Closed |
$41.7K - $45.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-525Closed |
$32.2K - $35.3K
|
0
$0
|