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 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.79K- 4.7% |
$526K - $556K
|
118K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30.8K+ 32.43% |
$2.8M - $2.96M
|
126K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
386+ 2.65% |
$35.1K - $37.1K
|
15K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Nepsis Inc.
|
SELL
|
- |
-6.65K- 20.04% |
$604K - $639K
|
26.5K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-83- 2.27% |
$7.54K - $7.97K
|
3.58K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.95K+ 19.78% |
$359K - $379K
|
23.9K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.06% |
$545 - $576
|
9.42K
$853K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.46K+ 1.25% |
$587K - $620K
|
522K
$47.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.17KNew |
$197K - $209K
|
2.17K
$197K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.9K- 6.8% |
$6.53M - $6.9M
|
985K
$89.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-80- 2.72% |
$7.27K - $7.68K
|
2.86K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4+ 0.12% |
$363 - $384
|
3.39K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.27K- 8.83% |
$206K - $218K
|
23.4K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-98- 0.31% |
$8.9K - $9.41K
|
31.4K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
50New |
$4.54K - $4.8K
|
50
$4.53K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
2.25K+ 3.06% |
$204K - $216K
|
75.7K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-56- 0.97% |
$5.09K - $5.38K
|
5.73K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-203- 1.33% |
$18.4K - $19.5K
|
15K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-162- 3.54% |
$14.7K - $15.6K
|
4.41K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.43K+ 4.34% |
$312K - $330K
|
82.5K
$7.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 1.12% |
$3.81K - $4.03K
|
3.69K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-65- 3.15% |
$5.9K - $6.24K
|
2K
$181K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-100- 1.43% |
$9.08K - $9.6K
|
6.89K
$624K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$182 - $192
|
3.2K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
157+ 2.62% |
$14.3K - $15.1K
|
6.15K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
36+ 1.07% |
$3.27K - $3.46K
|
3.39K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 6.45% |
$134K - $142K
|
21.5K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.33K+ 4.02% |
$302K - $319K
|
86.2K
$7.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-871- 2.84% |
$79.1K - $83.6K
|
29.8K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 4.37% |
$91.8K - $97.1K
|
24.1K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.5K- 3.9% |
$136K - $144K
|
37K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-99- 0.92% |
$8.99K - $9.5K
|
10.6K
$965K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.07% |
$545 - $576
|
8.37K
$758K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
20+ 0.66% |
$1.82K - $1.92K
|
3.03K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.52% |
$27.2K - $28.8K
|
57.7K
$5.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-142- 3.11% |
$12.9K - $13.6K
|
4.43K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 13.4% |
$120K - $127K
|
11.2K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13+ 0.2% |
$1.18K - $1.25K
|
6.39K
$579K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-779- 16.7% |
$70.8K - $74.8K
|
3.89K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-554- 12.39% |
$50.3K - $53.2K
|
3.92K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.87% |
$182 - $192
|
232
$21K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.14K+ 2.7% |
$558K - $589K
|
234K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-674- 19.16% |
$61.2K - $64.7K
|
2.84K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4+ 0.06% |
$363 - $384
|
7.09K
$642K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
27+ 117.39% |
$2.45K - $2.59K
|
50
$4.53K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
500+ 10.16% |
$45.4K - $48K
|
5.42K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-50- 1.57% |
$4.54K - $4.8K
|
3.14K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
932+ 5.9% |
$84.7K - $89.5K
|
16.7K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
316+ 3.97% |
$28.7K - $30.3K
|
8.27K
$749K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-242- 1.58% |
$22K - $23.2K
|
15K
$1.36M
|
|