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 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.06K- 1.39% |
$96.2K - $102K
|
75.1K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
106+ 0.68% |
$9.63K - $10.2K
|
15.7K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.17K- 2.0% |
$470K - $497K
|
253K
$22.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-12- 0.32% |
$1.09K - $1.15K
|
3.8K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
85+ 3.34% |
$7.72K - $8.16K
|
2.63K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$90.8 - $96
|
424
$38.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
627+ 0.74% |
$57K - $60.2K
|
85.1K
$7.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.17KNew |
$197K - $209K
|
2.17K
$197K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 0.94% |
$100K - $106K
|
116K
$10.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
272+ 6.87% |
$24.7K - $26.1K
|
4.23K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-180- 6.0% |
$16.3K - $17.3K
|
2.82K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
971+ 6.9% |
$88.2K - $93.2K
|
15.1K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.66K+ 15.61% |
$151K - $159K
|
12.3K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.14% |
$454 - $480
|
3.68K
$333K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.38K+ 28.69% |
$488K - $516K
|
24.1K
$2.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
108+ 2.68% |
$9.81K - $10.4K
|
4.13K
$374K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.85K- 70.56% |
$713K - $753K
|
3.27K
$296K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 4.76% |
$361K - $382K
|
87.5K
$7.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-102- 1.62% |
$9.26K - $9.79K
|
6.19K
$561K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
676+ 3.35% |
$61.4K - $64.9K
|
20.8K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-4.56K- 42.53% |
$414K - $438K
|
6.17K
$559K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1+ 0.03% |
$90.8 - $96
|
3.8K
$344K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
526+ 1.18% |
$47.8K - $50.5K
|
44.9K
$4.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 21.78% |
$112K - $118K
|
4.42K
$400K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.34K- 39.58% |
$213K - $225K
|
3.57K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.8% |
$1.82K - $1.92K
|
2.51K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.14% |
$90.8 - $96
|
691
$62.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
422+ 1.0% |
$38.3K - $40.5K
|
42.6K
$3.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.29KNew |
$390K - $412K
|
4.29K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 29.41% |
$908 - $960
|
44
$3.99K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.01% |
$908 - $960
|
80.4K
$7.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-34.8K- 10.02% |
$3.16M - $3.34M
|
312K
$28.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-16- 0.53% |
$1.45K - $1.54K
|
2.98K
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 3.01% |
$2.54K - $2.69K
|
958
$86.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
745+ 10.59% |
$67.7K - $71.5K
|
7.78K
$705K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.09K+ 6.27% |
$190K - $201K
|
35.5K
$3.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-393- 6.27% |
$35.7K - $37.7K
|
5.87K
$532K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
4.81KNew |
$437K - $461K
|
4.81K
$435K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
10+ 0.44% |
$908 - $960
|
2.28K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
901+ 14.92% |
$81.8K - $86.5K
|
6.94K
$629K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
72+ 1.31% |
$6.54K - $6.91K
|
5.58K
$505K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.29% |
$363 - $384
|
1.39K
$125K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1+ 0.01% |
$90.8 - $96
|
6.93K
$628K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-48- 0.5% |
$4.36K - $4.61K
|
9.52K
$862K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
230+ 2.21% |
$20.9K - $22.1K
|
10.6K
$962K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26- 0.27% |
$2.36K - $2.5K
|
9.55K
$865K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$272 - $288
|
4.43K
$401K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.18K- 1.6% |
$107K - $113K
|
72.4K
$6.56M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-80- 1.54% |
$7.27K - $7.68K
|
5.1K
$462K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-650- 23.21% |
$59K - $62.4K
|
2.15K
$195K
|
|