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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-480- 5.55% |
$37K - $43.4K
|
8.17K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-473- 17.35% |
$36.4K - $42.8K
|
2.25K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-471- 0.98% |
$36.3K - $42.6K
|
47.6K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-462- 17.16% |
$35.6K - $41.8K
|
2.23K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-462- 1.45% |
$35.6K - $41.8K
|
31.3K
$2.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-460- 0.73% |
$35.4K - $41.6K
|
62.3K
$5.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-459- 4.81% |
$35.3K - $41.5K
|
9.09K
$800K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-454- 8.31% |
$35K - $41.1K
|
5.01K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.45% |
$35K - $41.1K
|
18K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 3.09% |
$35K - $41.1K
|
14.2K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-451- 11.09% |
$34.7K - $40.8K
|
3.62K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-450- 3.28% |
$34.7K - $40.7K
|
13.3K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-444- 1.8% |
$34.2K - $40.2K
|
24.3K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-443- 4.74% |
$34.1K - $40.1K
|
8.91K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-442- 0.49% |
$34K - $40K
|
89.8K
$7.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-442- 6.44% |
$34K - $40K
|
6.42K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-432- 12.98% |
$33.3K - $39.1K
|
2.9K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-430- 2.74% |
$33.1K - $38.9K
|
15.3K
$1.34M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-430- 1.94% |
$33.1K - $38.9K
|
21.7K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 3.95% |
$33K - $38.7K
|
10.4K
$916K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-427- 0.72% |
$32.9K - $38.7K
|
59.3K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-425- 3.21% |
$32.7K - $38.5K
|
12.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-424- 6.59% |
$32.6K - $38.4K
|
6.01K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-424- 8.69% |
$32.6K - $38.4K
|
4.46K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-420- 13.59% |
$32.3K - $38K
|
2.67K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-415- 3.34% |
$32K - $37.6K
|
12K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-413- 2.11% |
$31.8K - $37.4K
|
19.1K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-413- 1.43% |
$31.8K - $37.4K
|
28.4K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-410- 3.85% |
$31.6K - $37.1K
|
10.2K
$900K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-405- 76.27% |
$31.2K - $36.7K
|
126
$11.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-404- 0.97% |
$31.1K - $36.6K
|
41.3K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-401- 3.22% |
$30.9K - $36.3K
|
12.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-400- 3.09% |
$30.8K - $36.2K
|
12.6K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-400- 3.29% |
$30.8K - $36.2K
|
11.8K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-400- 6.06% |
$30.8K - $36.2K
|
6.2K
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-399- 2.85% |
$30.7K - $36.1K
|
13.6K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-395- 7.4% |
$30.4K - $35.8K
|
4.94K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-385- 2.29% |
$29.6K - $34.9K
|
16.5K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-384- 0.38% |
$29.6K - $34.8K
|
101K
$8.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-378- 2.04% |
$29.1K - $34.2K
|
18.1K
$1.59M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-375- 7.48% |
$28.9K - $33.9K
|
4.64K
$408K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-370- 7.97% |
$28.5K - $33.5K
|
4.27K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-367- 0.17% |
$28.3K - $33.2K
|
218K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-367- 8.89% |
$28.3K - $33.2K
|
3.76K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-365- 2.48% |
$28.1K - $33K
|
14.3K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-365- 4.8% |
$28.1K - $33K
|
7.24K
$637K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-364- 7.78% |
$28K - $32.9K
|
4.31K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-363- 0.19% |
$28K - $32.9K
|
191K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-363- 43.11% |
$28K - $32.9K
|
479
$42.1K
|