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 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$90.8 - $96
|
2.66K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
18.4K+ 355.53% |
$1.67M - $1.77M
|
23.6K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1K- 24.73% |
$90.8K - $96K
|
3.04K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.26K- 2.14% |
$115K - $121K
|
57.5K
$5.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
475+ 11.55% |
$43.1K - $45.6K
|
4.59K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.03K- 35.48% |
$457K - $483K
|
9.15K
$829K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.59K+ 29.87% |
$598K - $632K
|
28.6K
$2.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-46.8K- 50.59% |
$4.25M - $4.49M
|
45.7K
$4.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 10.0% |
$90.8 - $96
|
11
$996
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-458- 11.97% |
$41.6K - $44K
|
3.37K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-909- 19.8% |
$82.6K - $87.3K
|
3.68K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
145+ 4.15% |
$13.2K - $13.9K
|
3.64K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
6.42K+ 84.6% |
$583K - $616K
|
14K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
91+ 0.18% |
$8.27K - $8.74K
|
50.4K
$4.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-47- 0.33% |
$4.27K - $4.51K
|
14.3K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
2.07K+ 10.83% |
$188K - $199K
|
21.2K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
166+ 0.57% |
$15.1K - $15.9K
|
29.4K
$2.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
36+ 1.23% |
$3.27K - $3.46K
|
2.95K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
4.75K+ 3.79% |
$431K - $456K
|
130K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.6K+ 1.37% |
$146K - $154K
|
119K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-635- 7.3% |
$57.7K - $61K
|
8.07K
$731K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
391+ 14.57% |
$35.5K - $37.5K
|
3.08K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
451+ 15.94% |
$41K - $43.3K
|
3.28K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-600- 10.71% |
$54.5K - $57.6K
|
5K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
72+ 2.54% |
$6.54K - $6.91K
|
2.91K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-397- 6.58% |
$36.1K - $38.1K
|
5.63K
$510K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
26+ 0.3% |
$2.36K - $2.5K
|
8.75K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.2% |
$545 - $576
|
2.97K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-3- 0.07% |
$272 - $288
|
4.45K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-212- 7.09% |
$19.3K - $20.4K
|
2.78K
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.41K+ 2.78% |
$401K - $423K
|
163K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
160+ 1.67% |
$14.5K - $15.4K
|
9.72K
$881K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-869- 27.48% |
$78.9K - $83.4K
|
2.29K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.32K+ 4.36% |
$120K - $127K
|
31.7K
$2.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.52KNew |
$411K - $434K
|
4.52K
$410K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-5- 0.16% |
$454 - $480
|
3.09K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 0.69% |
$182 - $192
|
287
$26K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
194+ 7.38% |
$17.6K - $18.6K
|
2.82K
$256K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23+ 3.59% |
$2.09K - $2.21K
|
663
$60.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
65+ 6.86% |
$5.9K - $6.24K
|
1.01K
$91.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.53K- 25.16% |
$139K - $147K
|
4.56K
$413K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-92- 2.27% |
$8.36K - $8.83K
|
3.96K
$359K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-781- 0.81% |
$70.9K - $75K
|
95.7K
$8.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
183+ 5.56% |
$16.6K - $17.6K
|
3.48K
$315K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.75KNew |
$522K - $552K
|
5.75K
$521K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
84+ 2.51% |
$7.63K - $8.06K
|
3.43K
$310K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
19+ 0.65% |
$1.73K - $1.82K
|
2.93K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-170- 1.0% |
$15.4K - $16.3K
|
16.8K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.55K- 0.81% |
$595K - $629K
|
798K
$72.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
18.2KNew |
$1.66M - $1.75M
|
18.2K
$1.65M
|
|