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 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
174+ 1.11% |
$15.8K - $16.7K
|
15.9K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.26K- 19.26% |
$114K - $121K
|
5.27K
$477K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-492- 2.24% |
$44.7K - $47.2K
|
21.4K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.12K- 45.25% |
$374K - $395K
|
4.98K
$451K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
40.6KNew |
$3.69M - $3.9M
|
40.6K
$3.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-987- 0.82% |
$89.6K - $94.8K
|
120K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.56K+ 43.35% |
$868K - $918K
|
31.6K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.4KNew |
$1.04M - $1.1M
|
11.4K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
171+ 6.0% |
$15.5K - $16.4K
|
3.02K
$274K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
420+ 5.79% |
$38.1K - $40.3K
|
7.67K
$695K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 11.62% |
$1.37M - $1.44M
|
145K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 25.77% |
$171K - $180K
|
9.17K
$831K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-38- 0.67% |
$3.45K - $3.65K
|
5.66K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
800+ 4.41% |
$72.7K - $76.8K
|
18.9K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-305- 1.5% |
$27.7K - $29.3K
|
20K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 9.35% |
$9.08K - $9.6K
|
969
$87.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
980New |
$89K - $94.1K
|
980
$88.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-7.71K- 55.11% |
$700K - $740K
|
6.28K
$568K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-175- 4.78% |
$15.9K - $16.8K
|
3.49K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.98K+ 0.34% |
$179K - $190K
|
582K
$52.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
646+ 2.75% |
$58.7K - $62K
|
24.1K
$2.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
136+ 2.67% |
$12.4K - $13.1K
|
5.23K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-8.81K- 78.43% |
$800K - $845K
|
2.42K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3+ 0.12% |
$272 - $288
|
2.51K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-156- 6.08% |
$14.2K - $15K
|
2.41K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.36K+ 37.95% |
$396K - $418K
|
15.8K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
311New |
$28.2K - $29.9K
|
311
$28.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.49% |
$1.36K - $1.44K
|
3.06K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
268+ 2.92% |
$24.3K - $25.7K
|
9.43K
$854K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.9K+ 23.82% |
$808K - $854K
|
46.3K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 6.08% |
$13.6K - $14.4K
|
2.32K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.18% |
$636 - $672
|
3.98K
$360K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 14.69% |
$126K - $134K
|
8.08K
$732K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-883- 1.23% |
$80.2K - $84.8K
|
70.7K
$6.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15+ 0.3% |
$1.36K - $1.44K
|
5K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.29K- 8.63% |
$208K - $220K
|
24.2K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
16+ 0.65% |
$1.45K - $1.54K
|
2.49K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
59+ 0.83% |
$5.36K - $5.66K
|
7.18K
$650K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 1.32% |
$272 - $288
|
230
$20.8K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.24K- 42.87% |
$204K - $215K
|
2.99K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.41% |
$363 - $384
|
978
$88.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.15K+ 2690.0% |
$195K - $207K
|
2.23K
$202K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.73K+ 13.62% |
$248K - $262K
|
22.8K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.59K+ 4.85% |
$235K - $249K
|
56K
$5.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9+ 0.41% |
$817 - $864
|
2.22K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-459- 4.17% |
$41.7K - $44.1K
|
10.5K
$955K
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
100+ 4.59% |
$9.08K - $9.6K
|
2.28K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-36- 0.33% |
$3.27K - $3.46K
|
10.9K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$1.18K - $1.25K
|
9.19K
$833K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-99- 1.64% |
$8.99K - $9.5K
|
5.94K
$538K
|
|