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 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 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-11- 0.26% |
$996 - $1.1K
|
4.28K
$388K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
438+ 2.51% |
$39.7K - $43.7K
|
17.9K
$1.62M
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.21K- 5.25% |
$110K - $121K
|
21.9K
$1.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-796- 10.91% |
$72.1K - $79.4K
|
6.5K
$589K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-240K- 75.63% |
$21.8M - $24M
|
77.5K
$7.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-315K- 50.34% |
$28.6M - $31.4M
|
311K
$28.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.06% |
$272 - $299
|
5.4K
$489K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
897+ 2.82% |
$81.3K - $89.4K
|
32.7K
$2.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-40- 1.31% |
$3.62K - $3.99K
|
3.01K
$272K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-600- 9.26% |
$54.3K - $59.8K
|
5.88K
$533K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 1.22% |
$4.71K - $5.19K
|
4.32K
$391K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.83% |
$2.72K - $2.99K
|
3.63K
$329K
|
|