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 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
29+ 0.69% |
$2.63K - $2.78K
|
4.21K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.88K- 42.41% |
$352K - $372K
|
5.26K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.17% |
$90.8 - $96
|
584
$52.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.08% |
$1.45K - $1.54K
|
19.5K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
35+ 0.47% |
$3.18K - $3.36K
|
7.46K
$676K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-139- 0.51% |
$12.6K - $13.3K
|
27K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11+ 0.32% |
$999 - $1.06K
|
3.5K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-122- 3.91% |
$11.1K - $11.7K
|
3K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.76K- 25.2% |
$251K - $265K
|
8.19K
$742K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
333+ 6.37% |
$30.2K - $32K
|
5.56K
$503K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
111+ 1.84% |
$10.1K - $10.7K
|
6.15K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-204- 2.97% |
$18.5K - $19.6K
|
6.66K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-8- 0.04% |
$727 - $768
|
21.2K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 3.14% |
$154K - $162K
|
55.6K
$5.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
1.51K+ 1.44% |
$137K - $145K
|
106K
$9.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.02% |
$90.8 - $96
|
5.4K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-452- 0.52% |
$41.1K - $43.4K
|
86.1K
$7.8M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-35- 0.17% |
$3.18K - $3.36K
|
20.3K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29+ 1.33% |
$2.63K - $2.78K
|
2.21K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-31- 1.21% |
$2.82K - $2.98K
|
2.54K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.28K- 3.99% |
$116K - $122K
|
30.7K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
480+ 7.22% |
$43.6K - $46.1K
|
7.13K
$646K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
22.5K+ 2.42% |
$2.04M - $2.16M
|
951K
$86.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.16K+ 0.88% |
$105K - $111K
|
132K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-55- 0.59% |
$5K - $5.28K
|
9.26K
$839K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.25K- 0.72% |
$113K - $120K
|
172K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
543+ 2.59% |
$49.3K - $52.1K
|
21.5K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-374- 1.48% |
$34K - $35.9K
|
24.9K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-96- 3.65% |
$8.72K - $9.22K
|
2.54K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 8.09% |
$155K - $163K
|
22.8K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
109+ 4.1% |
$9.9K - $10.5K
|
2.77K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
894+ 18.44% |
$81.2K - $85.8K
|
5.74K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-728- 7.33% |
$66.1K - $69.9K
|
9.2K
$833K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
500+ 11.27% |
$45.4K - $48K
|
4.94K
$447K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$363 - $384
|
9.41K
$853K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
702+ 6.54% |
$63.8K - $67.4K
|
11.4K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3- 0.06% |
$272 - $288
|
5.4K
$489K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
23.4KNew |
$2.13M - $2.25M
|
23.4K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-771- 3.56% |
$70K - $74K
|
20.9K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-12- 0.42% |
$1.09K - $1.15K
|
2.86K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
546+ 0.66% |
$49.6K - $52.4K
|
82.7K
$7.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-544- 0.27% |
$49.4K - $52.2K
|
204K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.51K- 2.44% |
$501K - $529K
|
220K
$19.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
227+ 2.72% |
$20.6K - $21.8K
|
8.57K
$776K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
634+ 1.04% |
$57.6K - $60.9K
|
61.8K
$5.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.53K+ 24.45% |
$230K - $243K
|
12.9K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.35K+ 5.1% |
$304K - $321K
|
68.9K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 10.46% |
$26.2K - $27.7K
|
3.05K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-616- 12.74% |
$56K - $59.1K
|
4.22K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
12K+ 36.36% |
$1.09M - $1.15M
|
45K
$4.08M
|
|