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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
747+ 18.39% |
$60.9K - $70.3K
|
4.81K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$163 - $188
|
2.61K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
12.8KNew |
$1.05M - $1.21M
|
12.8K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
220+ 1.35% |
$17.9K - $20.7K
|
16.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.82K- 51.88% |
$719K - $831K
|
8.19K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38.3K+ 67.49% |
$3.12M - $3.6M
|
95K
$7.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.57K+ 2.33% |
$209K - $242K
|
113K
$9.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.01% |
$815 - $942
|
139K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-32.8K- 3.48% |
$2.67M - $3.08M
|
908K
$76.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.4K- 1.93% |
$928K - $1.07M
|
580K
$48.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
109KNew |
$8.89M - $10.3M
|
109K
$9.16M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.62% |
$114K - $132K
|
52.1K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
170+ 5.26% |
$13.9K - $16K
|
3.4K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-920- 13.27% |
$75K - $86.6K
|
6.01K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.03K- 21.42% |
$83.5K - $96.5K
|
3.76K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21.6K- 1.05% |
$1.76M - $2.03M
|
2.05M
$172M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.28K+ 421.85% |
$186K - $214K
|
2.82K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-75- 0.71% |
$6.11K - $7.06K
|
10.5K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-238- 1.48% |
$19.4K - $22.4K
|
15.9K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 0.71% |
$1.06K - $1.22K
|
1.82K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 10.66% |
$11.9K - $13.7K
|
1.22K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-193- 4.96% |
$15.7K - $18.2K
|
3.7K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
447+ 0.9% |
$36.4K - $42.1K
|
50.4K
$4.23M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 0.92% |
$3.42K - $3.95K
|
4.62K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
511+ 7.69% |
$41.6K - $48.1K
|
7.16K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-100- 4.6% |
$8.15K - $9.42K
|
2.08K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.5KNew |
$938K - $1.08M
|
11.5K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.75% |
$2.36K - $2.73K
|
3.91K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.17KNew |
$95.6K - $110K
|
1.17K
$98.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35- 7.42% |
$2.85K - $3.3K
|
437
$36.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
580+ 3.42% |
$47.3K - $54.6K
|
17.5K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$4.89K - $5.65K
|
11K
$924K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
119K+ 363.59% |
$9.74M - $11.2M
|
152K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-266K- 98.77% |
$21.7M - $25M
|
3.32K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 5.49% |
$104K - $120K
|
24.5K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
29+ 0.05% |
$2.36K - $2.73K
|
56.9K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-338- 2.88% |
$27.5K - $31.8K
|
11.4K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-346- 1.96% |
$28.2K - $32.6K
|
17.3K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
403+ 1.33% |
$32.8K - $37.9K
|
30.6K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.54KNew |
$289K - $333K
|
3.54K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
313+ 1.04% |
$25.5K - $29.5K
|
30.3K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-6.89K- 2.58% |
$562K - $649K
|
260K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-462- 3.88% |
$37.7K - $43.5K
|
11.5K
$962K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 19.93% |
$124K - $143K
|
9.15K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.12% |
$326 - $377
|
3.31K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
470New |
$38.3K - $44.3K
|
470
$39.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
995+ 1.9% |
$81.1K - $93.7K
|
53.3K
$4.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.4% |
$734 - $847
|
2.24K
$188K
|