Latest Institutional Transactions on Southern CO (SO)
This table provides information on the latest institutional transactions involving Southern CO (SO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
34+ 0.45% |
$3.08K - $3.39K
|
7.56K
$684K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-416- 0.18% |
$37.7K - $41.5K
|
234K
$21.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.63K+ 5.31% |
$148K - $163K
|
32.3K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.09KNew |
$280K - $308K
|
3.09K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.12K+ 0.93% |
$101K - $112K
|
121K
$11M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.33K- 4.8% |
$664K - $731K
|
145K
$13.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
328+ 1.9% |
$29.7K - $32.7K
|
17.6K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.47K+ 0.68% |
$224K - $247K
|
367K
$33.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-426- 3.51% |
$38.6K - $42.5K
|
11.7K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 5.35% |
$106K - $116K
|
23K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
468+ 5.43% |
$42.4K - $46.7K
|
9.09K
$823K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.72K+ 231.24% |
$247K - $272K
|
3.9K
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.7K+ 31.4% |
$245K - $269K
|
11.3K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.79KNew |
$253K - $279K
|
2.79K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.12% |
$272 - $299
|
2.55K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.31K- 9.18% |
$118K - $130K
|
12.9K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.69K+ 1.64% |
$153K - $169K
|
105K
$9.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.39K- 1.95% |
$307K - $338K
|
170K
$15.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-152- 1.63% |
$13.8K - $15.2K
|
9.15K
$829K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-474- 4.15% |
$42.9K - $47.3K
|
11K
$993K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.07K+ 0.83% |
$97.3K - $107K
|
130K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-128- 5.05% |
$11.6K - $12.8K
|
2.41K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
14+ 0.56% |
$1.27K - $1.4K
|
2.51K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.83K+ 69.82% |
$347K - $382K
|
9.31K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.02% |
$181 - $199
|
10.1K
$919K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 1.64% |
$235K - $259K
|
161K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.24% |
$362 - $399
|
1.67K
$151K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15K- 95.55% |
$1.36M - $1.49M
|
697
$63.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.36KNew |
$485K - $534K
|
5.36K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$243K - $267K
|
2.68K
$243K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$90.6 - $99.7
|
2.99K
$270K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
41+ 0.39% |
$3.71K - $4.09K
|
10.4K
$944K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
443New |
$40.1K - $44.2K
|
443
$40.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
249+ 4.26% |
$22.6K - $24.8K
|
6.09K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.42K+ 40.59% |
$763K - $840K
|
29.2K
$2.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
49.4K+ 5.19% |
$4.47M - $4.93M
|
1M
$90.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
983+ 2.01% |
$89K - $98K
|
49.8K
$4.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-26- 0.5% |
$2.36K - $2.59K
|
5.17K
$469K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-289- 8.31% |
$26.2K - $28.8K
|
3.19K
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 1.22% |
$128K - $141K
|
115K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
209+ 0.35% |
$18.9K - $20.8K
|
59.3K
$5.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 73.59% |
$10.4M - $11.4M
|
270K
$24.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Nepsis Inc.
|
SELL
|
- |
-767- 2.89% |
$69.5K - $76.5K
|
25.8K
$2.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-15- 0.24% |
$1.36K - $1.5K
|
6.22K
$563K
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-157K- 97.09% |
$14.2M - $15.7M
|
4.71K
$427K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-294- 2.42% |
$26.6K - $29.3K
|
11.9K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
43+ 1.03% |
$3.89K - $4.29K
|
4.23K
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
211+ 2.0% |
$19.1K - $21K
|
10.8K
$976K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-315- 1.35% |
$28.5K - $31.4K
|
23.1K
$2.09M
|
|