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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-143- 1.05% |
$11.7K - $13.5K
|
13.5K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
904+ 1.7% |
$73.7K - $85.1K
|
54.2K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-129- 1.27% |
$10.5K - $12.1K
|
10K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.14% |
$978 - $1.13K
|
8.81K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
134+ 2.5% |
$10.9K - $12.6K
|
5.49K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.06K+ 81.92% |
$168K - $194K
|
4.58K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 2.95% |
$13.3K - $15.3K
|
5.68K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
25.2K+ 9.42% |
$2.05M - $2.37M
|
293K
$26.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.09% |
$734 - $847
|
9.99K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$163 - $188
|
5.29K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.8K+ 6.66% |
$1.21M - $1.4M
|
238K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16.1K+ 153.39% |
$1.31M - $1.51M
|
26.5K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.25K- 9.8% |
$754K - $871K
|
85.1K
$7.83M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-301- 6.49% |
$24.5K - $28.3K
|
4.34K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.15K+ 1.43% |
$664K - $767K
|
576K
$53M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.23K- 3.57% |
$263K - $304K
|
87.2K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 15.19% |
$98.5K - $114K
|
9.16K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 16.85% |
$2.53K - $2.92K
|
153
$14.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
103+ 1.99% |
$8.39K - $9.7K
|
5.28K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
37+ 1.03% |
$3.02K - $3.48K
|
3.64K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.59K+ 10.9% |
$130K - $150K
|
16.2K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.02% |
$326 - $377
|
19.1K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-250- 3.42% |
$20.4K - $23.5K
|
7.07K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.88K- 14.8% |
$316K - $366K
|
22.4K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
383+ 13.94% |
$31.2K - $36.1K
|
3.13K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
881+ 13.95% |
$71.8K - $82.9K
|
7.2K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-375- 0.63% |
$30.6K - $35.3K
|
58.9K
$5.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 3.33% |
$16.3K - $18.8K
|
5.81K
$534K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
504+ 6.54% |
$41.1K - $47.5K
|
8.21K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-530- 2.97% |
$43.2K - $49.9K
|
17.3K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
952+ 6.4% |
$77.6K - $89.6K
|
15.8K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.37K- 7.31% |
$193K - $223K
|
30K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.47% |
$2.28K - $2.64K
|
6K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
655+ 8.98% |
$53.4K - $61.7K
|
7.95K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.99KNew |
$244K - $281K
|
2.99K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
139+ 0.83% |
$11.3K - $13.1K
|
16.8K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 46.5% |
$400K - $463K
|
5.65K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-448- 12.57% |
$36.5K - $42.2K
|
3.12K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 4.4% |
$16.3K - $18.8K
|
4.35K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
69+ 0.96% |
$5.62K - $6.5K
|
7.23K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.18% |
$2.2K - $2.54K
|
15.3K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
330+ 6.96% |
$26.9K - $31.1K
|
5.07K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$163 - $188
|
3.19K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 5.19% |
$84.9K - $98.1K
|
21.1K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.4K+ 60.22% |
$114K - $132K
|
3.73K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
505+ 7.26% |
$41.2K - $47.5K
|
7.46K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-138- 3.35% |
$11.2K - $13K
|
3.99K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 2.38% |
$571 - $659
|
301
$27.7K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.65K+ 85.48% |
$297K - $344K
|
7.92K
$728K
|