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 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
455+ 12.26% |
$41.3K - $43.7K
|
4.17K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9- 0.21% |
$817 - $864
|
4.18K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 0.06% |
$1.45K - $1.54K
|
25.6K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.01K+ 3.92% |
$91.4K - $96.6K
|
26.6K
$2.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 10.4% |
$168K - $177K
|
19.6K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
148+ 1.98% |
$13.4K - $14.2K
|
7.63K
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.2K+ 21.66% |
$2.47M - $2.61M
|
153K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.05% |
$272 - $288
|
5.74K
$520K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.12% |
$363 - $384
|
3.28K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-122- 0.7% |
$11.1K - $11.7K
|
17.3K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-965- 1.58% |
$87.7K - $92.6K
|
60.1K
$5.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-551- 20.42% |
$50K - $52.9K
|
2.15K
$194K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 5.21% |
$27.2K - $28.8K
|
5.46K
$494K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.75K+ 11.28% |
$340K - $360K
|
37K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
856+ 38.89% |
$77.8K - $82.2K
|
3.06K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-1.19K- 1.43% |
$108K - $114K
|
81.9K
$7.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-442- 1.81% |
$40.1K - $42.4K
|
24K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.19KNew |
$198K - $210K
|
2.19K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-59- 1.73% |
$5.36K - $5.66K
|
3.35K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.9K+ 28.36% |
$173K - $182K
|
8.6K
$779K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12.3K- 11.68% |
$1.11M - $1.18M
|
92.8K
$8.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.27% |
$363 - $384
|
1.5K
$136K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.09K+ 3.14% |
$280K - $296K
|
101K
$9.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.27K+ 10.2% |
$116K - $122K
|
13.7K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.21K+ 66.34% |
$291K - $308K
|
8.04K
$728K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-295- 0.54% |
$26.8K - $28.3K
|
54.3K
$4.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.12K- 1.91% |
$102K - $108K
|
57.5K
$5.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
620+ 4.38% |
$56.3K - $59.5K
|
14.8K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.38KNew |
$307K - $324K
|
3.38K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
122+ 2.4% |
$11.1K - $11.7K
|
5.2K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-600- 1.02% |
$54.5K - $57.6K
|
58.4K
$5.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
18+ 0.54% |
$1.63K - $1.73K
|
3.38K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-147K- 48.61% |
$13.4M - $14.1M
|
156K
$14.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.31K+ 1.82% |
$210K - $222K
|
129K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 1.46% |
$2.27K - $2.4K
|
1.73K
$157K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-19- 0.5% |
$1.73K - $1.82K
|
3.75K
$340K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-295- 0.58% |
$26.8K - $28.3K
|
50.4K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
473+ 7.84% |
$43K - $45.4K
|
6.51K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.39KNew |
$217K - $230K
|
2.39K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 40.96% |
$1.63M - $1.72M
|
61.8K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-441- 1.86% |
$40.1K - $42.3K
|
23.2K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.93K- 6.24% |
$902K - $954K
|
149K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
19.1KNew |
$1.74M - $1.84M
|
19.1K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.17KNew |
$197K - $208K
|
2.17K
$196K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3.38K- 6.71% |
$307K - $325K
|
47.1K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-908- 8.34% |
$82.5K - $87.2K
|
9.98K
$904K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
5.12K+ 0.67% |
$465K - $491K
|
773K
$70M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 4.1% |
$9.08K - $9.6K
|
2.54K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-13- 0.3% |
$1.18K - $1.25K
|
4.36K
$395K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-40- 0.99% |
$3.63K - $3.84K
|
4.02K
$364K
|
|