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 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.18K- 12.04% |
$107K - $113K
|
8.62K
$781K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
809+ 25.49% |
$73.5K - $77.7K
|
3.98K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.54KNew |
$231K - $244K
|
2.54K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3+ 0.03% |
$272 - $288
|
10.1K
$919K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-13- 0.41% |
$1.18K - $1.25K
|
3.19K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-279- 10.25% |
$25.3K - $26.8K
|
2.44K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.08K- 5.36% |
$97.7K - $103K
|
19K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2+ 0.02% |
$182 - $192
|
10.1K
$914K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.8 - $96
|
2.88K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
391+ 5.87% |
$35.5K - $37.5K
|
7.05K
$639K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19.2K+ 12.43% |
$1.74M - $1.84M
|
174K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.53K+ 8.18% |
$229K - $242K
|
33.4K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.03K- 2.47% |
$93.9K - $99.3K
|
40.8K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-23.7K- 8.38% |
$2.15M - $2.28M
|
259K
$23.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
123+ 10.89% |
$11.2K - $11.8K
|
1.25K
$113K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.55K+ 29.76% |
$414K - $437K
|
19.9K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$90.8 - $96
|
2.58K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-800- 0.22% |
$72.7K - $76.8K
|
364K
$33M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.54K- 1.73% |
$140K - $148K
|
87.8K
$7.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-781- 15.44% |
$70.9K - $75K
|
4.28K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
567+ 3.42% |
$51.5K - $54.4K
|
17.1K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$817 - $864
|
19.2K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
375+ 3.8% |
$34.1K - $36K
|
10.2K
$928K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
279+ 10.86% |
$25.3K - $26.8K
|
2.85K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
299+ 0.88% |
$27.2K - $28.7K
|
34.3K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
268+ 5.83% |
$24.3K - $25.7K
|
4.87K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
543New |
$49.3K - $52.1K
|
543
$49.2K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-238- 50.32% |
$21.6K - $22.8K
|
235
$21.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
514+ 24.77% |
$46.7K - $49.3K
|
2.59K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
977+ 3.78% |
$88.7K - $93.8K
|
26.8K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-96- 0.55% |
$8.72K - $9.22K
|
17.3K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.54K+ 10.57% |
$140K - $148K
|
16.1K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-31- 0.28% |
$2.82K - $2.98K
|
11.1K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-382- 9.25% |
$34.7K - $36.7K
|
3.75K
$339K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 26.41% |
$618K - $653K
|
32.5K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$209K - $221K
|
2.3K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-206- 0.93% |
$18.7K - $19.8K
|
21.9K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-37- 1.19% |
$3.36K - $3.55K
|
3.07K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
572+ 9.52% |
$52K - $54.9K
|
6.58K
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$272 - $288
|
10.2K
$926K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.98% |
$4.54K - $4.8K
|
2.48K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-310- 9.6% |
$28.2K - $29.8K
|
2.92K
$264K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 3.07% |
$4.36K - $4.61K
|
1.61K
$146K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$363 - $384
|
4.53K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-277- 1.91% |
$25.2K - $26.6K
|
14.2K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$90.8 - $96
|
3.85K
$349K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
101+ 0.39% |
$9.17K - $9.7K
|
26K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$194K - $205K
|
2.14K
$194K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.66KNew |
$242K - $256K
|
2.66K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
24+ 0.21% |
$2.18K - $2.3K
|
11.4K
$1.04M
|
|