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 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-462- 6.57% |
$41.8K - $46.1K
|
6.57K
$595K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.5K- 20.75% |
$136K - $150K
|
5.73K
$519K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.38% |
$906 - $997
|
2.64K
$239K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-650- 18.28% |
$58.9K - $64.8K
|
2.91K
$263K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 1.37% |
$6.79K - $7.48K
|
5.4K
$489K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 41.52% |
$93.8K - $103K
|
3.53K
$320K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
2.33K+ 3.48% |
$211K - $232K
|
69.1K
$6.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18+ 0.54% |
$1.63K - $1.79K
|
3.33K
$302K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.07% |
$181 - $199
|
2.92K
$265K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-12- 0.38% |
$1.09K - $1.2K
|
3.16K
$286K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
460+ 2.2% |
$41.7K - $45.9K
|
21.4K
$1.94M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8+ 0.91% |
$725 - $798
|
889
$80.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.03K- 20.68% |
$92.8K - $102K
|
3.93K
$356K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.3KNew |
$2.47M - $2.72M
|
27.3K
$2.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.85K- 11.22% |
$167K - $184K
|
14.6K
$1.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
562+ 18.18% |
$50.9K - $56K
|
3.65K
$331K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.02K- 11.12% |
$455K - $501K
|
40.2K
$3.64M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-63.9K- 4.12% |
$5.78M - $6.37M
|
1.49M
$135M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-440- 4.33% |
$39.9K - $43.9K
|
9.73K
$881K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-14- 0.17% |
$1.27K - $1.4K
|
8.23K
$745K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-228- 4.73% |
$20.7K - $22.7K
|
4.6K
$416K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.48K- 12.44% |
$315K - $347K
|
24.5K
$2.22M
|
|
| Q3 2025 | |||||||
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 0.8% |
$363 - $384
|
504
$45.7K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-592- 7.34% |
$53.8K - $56.8K
|
7.48K
$677K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 0.32% |
$116K - $122K
|
400K
$36.2M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21.7K- 90.16% |
$1.97M - $2.08M
|
2.37K
$214K
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.54K+ 40.92% |
$412K - $435K
|
15.6K
$1.41M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.16K- 1.18% |
$106K - $112K
|
97.2K
$8.8M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.23K+ 1.17% |
$112K - $118K
|
107K
$9.69M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.94K- 46.43% |
$176K - $186K
|
2.24K
$203K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.93% |
$136K - $144K
|
49.7K
$4.5M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-110- 0.75% |
$9.99K - $10.6K
|
14.6K
$1.32M
|
|
|
Dec 15, 2025
Q3 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-200- 5.09% |
$18.2K - $19.2K
|
3.73K
$338K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-42.6K- 49.71% |
$3.87M - $4.09M
|
43.1K
$3.91M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 1.06% |
$454 - $480
|
465
$42.1K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-2.2K- 21.27% |
$199K - $211K
|
8.12K
$736K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
12+ 0.5% |
$1.09K - $1.15K
|
2.43K
$220K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 15.56% |
$172K - $182K
|
10.3K
$934K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
4.26K+ 2.38% |
$387K - $409K
|
183K
$16.6M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-335- 5.22% |
$30.4K - $32.2K
|
6.08K
$551K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-210- 2.27% |
$19.1K - $20.2K
|
9.02K
$817K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
153New |
$13.9K - $14.7K
|
153
$13.9K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 3.42% |
$27.2K - $28.8K
|
8.48K
$768K
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-38- 1.45% |
$3.45K - $3.65K
|
2.59K
$234K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
52+ 4.61% |
$4.72K - $4.99K
|
1.18K
$107K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.61% |
$90.8 - $96
|
63
$5.71K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.38% |
$454 - $480
|
1.33K
$121K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-91- 3.19% |
$8.27K - $8.74K
|
2.76K
$250K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.99K+ 17.15% |
$180K - $191K
|
13.6K
$1.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 7.69% |
$2.09K - $2.21K
|
276
$25K
|
|