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 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
610+ 5.25% |
$55.3K - $60.8K
|
12.2K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
38+ 0.28% |
$3.44K - $3.79K
|
13.6K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$543 - $598
|
2.61K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 12.59% |
$110K - $121K
|
8.43K
$763K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-177- 6.22% |
$16K - $17.7K
|
2.67K
$242K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.02% |
$453 - $499
|
20K
$1.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.1K+ 1.8% |
$1.01M - $1.11M
|
628K
$56.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.64K- 4.51% |
$149K - $164K
|
34.7K
$3.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.25KNew |
$113K - $124K
|
1.25K
$113K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-1.93K- 4.25% |
$174K - $192K
|
43.3K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11K+ 3.92% |
$992K - $1.09M
|
290K
$26.3M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
18+ 0.26% |
$1.63K - $1.79K
|
7.03K
$637K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
111+ 3.72% |
$10.1K - $11.1K
|
3.1K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-123- 1.38% |
$11.1K - $12.3K
|
8.78K
$796K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-620- 11.21% |
$56.2K - $61.8K
|
4.91K
$445K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 1.45% |
$11.4K - $12.6K
|
8.83K
$800K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 2.55% |
$95.4K - $105K
|
42.4K
$3.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.03% |
$90.6 - $99.7
|
3.05K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 0.48% |
$3.08K - $3.39K
|
7.15K
$648K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.49KNew |
$226K - $248K
|
2.49K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
387New |
$35.1K - $38.6K
|
387
$35.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 0.34% |
$1.99K - $2.19K
|
6.46K
$585K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-210- 7.57% |
$19K - $20.9K
|
2.57K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 11.53% |
$179K - $197K
|
19.1K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
555+ 7.46% |
$50.3K - $55.3K
|
8K
$724K
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
885+ 21.28% |
$80.2K - $88.3K
|
5.04K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
808+ 3.24% |
$73.2K - $80.6K
|
25.7K
$2.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-169- 2.73% |
$15.3K - $16.9K
|
6.03K
$546K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54.7K+ 66.1% |
$4.95M - $5.45M
|
137K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.96K+ 1.94% |
$178K - $196K
|
103K
$9.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
113+ 1.92% |
$10.2K - $11.3K
|
6.01K
$544K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
309+ 0.49% |
$28K - $30.8K
|
63.3K
$5.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-557- 9.81% |
$50.5K - $55.5K
|
5.12K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-6.17K- 7.33% |
$559K - $615K
|
78K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.84KNew |
$257K - $283K
|
2.84K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.4KNew |
$399K - $439K
|
4.4K
$399K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
112+ 4.93% |
$10.1K - $11.2K
|
2.39K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
185+ 8.52% |
$16.8K - $18.4K
|
2.36K
$213K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.58K- 9.83% |
$143K - $157K
|
14.5K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
15.5K+ 10.48% |
$1.4M - $1.55M
|
163K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.67K- 56.92% |
$423K - $466K
|
3.53K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 1.95% |
$6.79K - $7.48K
|
3.78K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
75+ 1.36% |
$6.79K - $7.48K
|
5.61K
$508K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-315- 2.82% |
$28.5K - $31.4K
|
10.9K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.95% |
$725 - $798
|
852
$77.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
8.63KNew |
$782K - $861K
|
8.63K
$782K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74- 2.15% |
$6.7K - $7.38K
|
3.37K
$306K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
722New |
$65.4K - $72K
|
722
$65.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-55- 1.6% |
$4.98K - $5.48K
|
3.37K
$306K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-11- 0.26% |
$996 - $1.1K
|
4.28K
$388K
|
|