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 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-14.8K- 21.89% |
$1.34M - $1.42M
|
52.8K
$4.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.1K- 21.46% |
$282K - $298K
|
11.4K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.9K- 7.23% |
$264K - $279K
|
37.2K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
916+ 280.98% |
$83.2K - $87.9K
|
1.24K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.07K- 98.15% |
$188K - $199K
|
39
$3.53K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 1.0% |
$90.8 - $96
|
101
$9.15K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.89K- 2.85% |
$171K - $181K
|
64.5K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
302+ 10.12% |
$27.4K - $29K
|
3.29K
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-227- 2.22% |
$20.6K - $21.8K
|
10K
$906K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$363 - $384
|
1.07K
$96.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
820+ 1.18% |
$74.5K - $78.7K
|
70.3K
$6.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2+ 0.02% |
$182 - $192
|
8.41K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
462+ 12.53% |
$42K - $44.4K
|
4.15K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.85K+ 41.04% |
$622K - $658K
|
23.5K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-325- 4.29% |
$29.5K - $31.2K
|
7.26K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.44K- 2.31% |
$494K - $522K
|
230K
$20.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.98K- 9.08% |
$725K - $766K
|
79.9K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.88K+ 3.19% |
$262K - $277K
|
93.3K
$8.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-431K- 17.42% |
$39.2M - $41.4M
|
2.04M
$185M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
399+ 9.37% |
$36.2K - $38.3K
|
4.66K
$422K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
176+ 3.75% |
$16K - $16.9K
|
4.87K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-885- 6.68% |
$80.4K - $85K
|
12.4K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
692+ 11.21% |
$62.9K - $66.4K
|
6.86K
$622K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 0.28% |
$1.36K - $1.44K
|
5.41K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-276- 1.54% |
$25.1K - $26.5K
|
17.7K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
51+ 0.45% |
$4.63K - $4.9K
|
11.4K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-53- 0.7% |
$4.81K - $5.09K
|
7.52K
$681K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.72K+ 39.7% |
$157K - $165K
|
6.06K
$549K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 0.24% |
$193K - $204K
|
893K
$80.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-552- 5.09% |
$50.1K - $53K
|
10.3K
$932K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.04% |
$454 - $480
|
12.4K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$182 - $192
|
4.11K
$373K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
5+ 0.21% |
$454 - $480
|
2.35K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-9.38K- 12.14% |
$852K - $900K
|
67.8K
$6.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.4K- 1.34% |
$127K - $134K
|
103K
$9.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.94K+ 14.96% |
$358K - $378K
|
30.2K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-158- 6.02% |
$14.4K - $15.2K
|
2.47K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-982- 4.06% |
$89.2K - $94.3K
|
23.2K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
595+ 3.56% |
$54K - $57.1K
|
17.3K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-37.4K- 5.06% |
$3.4M - $3.59M
|
702K
$63.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.97K- 30.33% |
$270K - $285K
|
6.83K
$619K
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-720- 19.92% |
$65.4K - $69.1K
|
2.9K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
353+ 2.22% |
$32.1K - $33.9K
|
16.3K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-385K- 16.45% |
$35M - $37M
|
1.96M
$177M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
276+ 1.38% |
$25.1K - $26.5K
|
20.3K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-130- 0.33% |
$11.8K - $12.5K
|
39.8K
$3.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
506+ 0.3% |
$46K - $48.6K
|
168K
$15.2M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-74.1K- 6.51% |
$6.73M - $7.11M
|
1.06M
$96.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.38K+ 18.74% |
$125K - $132K
|
8.71K
$789K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-73- 0.36% |
$6.63K - $7.01K
|
20.1K
$1.82M
|
|