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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-723- 12.86% |
$65.7K - $69.4K
|
4.9K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
394K+ 15.96% |
$35.8M - $37.8M
|
2.86M
$259M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-100- 1.41% |
$9.08K - $9.6K
|
7K
$634K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3- 0.1% |
$272 - $288
|
2.99K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
618+ 1.38% |
$56.1K - $59.3K
|
45.4K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52K+ 7.02% |
$138K - $146K
|
23.2K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.03K- 8.43% |
$184K - $195K
|
22.1K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-743- 6.76% |
$67.5K - $71.3K
|
10.3K
$929K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
25.7K+ 1.03% |
$2.33M - $2.47M
|
2.53M
$229M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
86.4KNew |
$7.85M - $8.3M
|
86.4K
$7.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-42.9K- 2.02% |
$3.9M - $4.12M
|
2.08M
$188M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8+ 0.31% |
$727 - $768
|
2.61K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-367- 4.19% |
$33.3K - $35.2K
|
8.4K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17K+ 1.68% |
$1.54M - $1.63M
|
1.03M
$93.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
647+ 4.55% |
$58.8K - $62.1K
|
14.9K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7.47K- 14.9% |
$678K - $717K
|
42.7K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.64% |
$4.54K - $4.8K
|
7.82K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.78K+ 135.23% |
$525K - $555K
|
10.1K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.96KNew |
$269K - $284K
|
2.96K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-338- 63.3% |
$30.7K - $32.4K
|
196
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
4.87K+ 8.25% |
$442K - $468K
|
63.9K
$5.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-108- 36.0% |
$9.81K - $10.4K
|
192
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-666K- 12.95% |
$60.5M - $63.9M
|
4.48M
$406M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-170- 3.49% |
$15.4K - $16.3K
|
4.71K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.09K+ 80.44% |
$281K - $297K
|
6.93K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
998+ 525.26% |
$90.6K - $95.8K
|
1.19K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9K+ 12.97% |
$817K - $864K
|
78.3K
$7.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 4.53% |
$4K - $4.22K
|
1.02K
$91.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-345- 0.36% |
$31.3K - $33.1K
|
95.8K
$8.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-222- 6.21% |
$20.2K - $21.3K
|
3.35K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-107- 16.26% |
$9.72K - $10.3K
|
551
$49.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1- 0.03% |
$90.8 - $96
|
3.66K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21+ 0.83% |
$1.91K - $2.02K
|
2.54K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.3K+ 6.64% |
$209K - $221K
|
36.9K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.08% |
$363 - $384
|
4.75K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-233- 9.52% |
$21.2K - $22.4K
|
2.22K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
840New |
$76.3K - $80.6K
|
840
$76.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.91K+ 2.12% |
$719K - $760K
|
381K
$34.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
90+ 2.84% |
$8.17K - $8.64K
|
3.26K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-462- 0.58% |
$42K - $44.4K
|
78.6K
$7.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
17.6K+ 80.42% |
$1.6M - $1.69M
|
39.5K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.05K- 0.75% |
$277K - $293K
|
402K
$36.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
342+ 1.02% |
$31.1K - $32.8K
|
33.8K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.82K+ 2.68% |
$710K - $751K
|
299K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
712K+ 25.75% |
$64.7M - $68.4M
|
3.48M
$315M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
200New |
$18.2K - $19.2K
|
200
$18.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.54K+ 3.01% |
$685K - $724K
|
258K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
59+ 0.96% |
$5.36K - $5.66K
|
6.19K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-22- 8.53% |
$2K - $2.11K
|
236
$21.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.61K- 67.65% |
$418K - $442K
|
2.2K
$200K
|
|