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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
621+ 3.01% |
$56.4K - $59.6K
|
21.3K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.1% |
$1.36K - $1.44K
|
14.8K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-42- 1.65% |
$3.81K - $4.03K
|
2.5K
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-23.1K- 23.11% |
$2.1M - $2.22M
|
77K
$6.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-45- 0.1% |
$4.09K - $4.32K
|
44.1K
$3.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-300- 5.56% |
$27.2K - $28.8K
|
5.1K
$462K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-329- 3.04% |
$29.9K - $31.6K
|
10.5K
$952K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.89K- 39.51% |
$535K - $565K
|
9.02K
$817K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
241+ 1.73% |
$21.9K - $23.1K
|
14.2K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.27% |
$272 - $288
|
1.11K
$101K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
175+ 2.48% |
$15.9K - $16.8K
|
7.23K
$654K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
49+ 10.45% |
$4.45K - $4.7K
|
518
$46.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01K+ 10.15% |
$91.3K - $96.5K
|
10.9K
$988K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$202K - $213K
|
2.22K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100+ 2.72% |
$9.08K - $9.6K
|
3.77K
$341K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.33K+ 75.63% |
$756K - $799K
|
19.3K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-121- 2.3% |
$11K - $11.6K
|
5.15K
$466K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
476+ 1.53% |
$43.2K - $45.7K
|
31.7K
$2.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-95- 12.42% |
$8.63K - $9.12K
|
670
$60.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-68.9K- 20.97% |
$6.26M - $6.62M
|
260K
$23.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
74+ 2.29% |
$6.72K - $7.1K
|
3.31K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-453- 0.6% |
$41.1K - $43.5K
|
74.6K
$6.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
195+ 6.63% |
$17.7K - $18.7K
|
3.14K
$284K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
426+ 12.89% |
$38.7K - $40.9K
|
3.73K
$338K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-16.7K- 7.34% |
$1.52M - $1.61M
|
211K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.32KNew |
$211K - $223K
|
2.32K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-400- 8.42% |
$36.3K - $38.4K
|
4.35K
$394K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-498- 9.22% |
$45.2K - $47.8K
|
4.9K
$444K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-124K- 28.63% |
$11.2M - $11.9M
|
308K
$27.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-787K- 30.66% |
$71.5M - $75.5M
|
1.78M
$161M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$218K - $230K
|
2.4K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-65.9K- 30.52% |
$5.98M - $6.32M
|
150K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.8K- 23.89% |
$1.71M - $1.8M
|
59.8K
$5.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
31+ 0.86% |
$2.82K - $2.98K
|
3.65K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30+ 0.4% |
$2.72K - $2.88K
|
7.47K
$676K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
291+ 5.48% |
$26.4K - $27.9K
|
5.6K
$507K
|
|
|
Oct 30, 2025
Q3 2025
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-30- 0.1% |
$2.72K - $2.88K
|
29.2K
$2.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
457+ 14.08% |
$41.5K - $43.9K
|
3.7K
$335K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.14KNew |
$104K - $110K
|
1.14K
$104K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 31.2% |
$99.5K - $105K
|
4.61K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-473- 7.87% |
$43K - $45.4K
|
5.54K
$502K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
832+ 5.78% |
$75.6K - $79.9K
|
15.2K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.36K+ 4.34% |
$124K - $131K
|
32.7K
$2.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-522K- 2.57% |
$47.4M - $50.1M
|
19.8M
$1.79B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.48K- 1.61% |
$316K - $334K
|
213K
$19.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.81K- 0.87% |
$164K - $173K
|
206K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
21+ 0.12% |
$1.91K - $2.02K
|
17K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-999- 14.21% |
$90.7K - $95.9K
|
6.03K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-52- 0.17% |
$4.72K - $4.99K
|
30.6K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
347+ 3.75% |
$31.5K - $33.3K
|
9.59K
$869K
|
|