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 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
526+ 1.91% |
$42.9K - $49.5K
|
28.1K
$2.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-110- 0.08% |
$8.97K - $10.4K
|
140K
$12.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
5+ 0.06% |
$408 - $471
|
8.19K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
113+ 0.74% |
$9.21K - $10.6K
|
15.3K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.6% |
$105K - $122K
|
48.4K
$4.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
429+ 4.78% |
$35K - $40.4K
|
9.4K
$864K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.3% |
$1.47K - $1.69K
|
6.1K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.03% |
$978 - $1.13K
|
1.15K
$106K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 11.58% |
$34.3K - $39.6K
|
4.06K
$373K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-673- 11.17% |
$54.8K - $63.4K
|
5.35K
$492K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.36K+ 42.18% |
$274K - $317K
|
11.3K
$1.04M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.49M- 98.94% |
$121M - $140M
|
15.9K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 0.9% |
$21.8K - $25.1K
|
29.9K
$2.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
11.6K+ 31.55% |
$946K - $1.09M
|
48.4K
$4.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.38% |
$6.85K - $7.91K
|
3.61K
$332K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
196+ 0.92% |
$16K - $18.5K
|
21.5K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 4.22% |
$7.01K - $8.1K
|
2.12K
$195K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.29K- 5.06% |
$105K - $121K
|
24.2K
$2.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-377- 2.52% |
$30.7K - $35.5K
|
14.6K
$1.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 0.34% |
$4.97K - $5.74K
|
18.2K
$1.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-42- 0.73% |
$3.42K - $3.95K
|
5.73K
$527K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 13.32% |
$205K - $237K
|
16.4K
$1.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.39KNew |
$276K - $319K
|
3.39K
$311K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.82K+ 3.18% |
$148K - $171K
|
58.9K
$5.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.13K- 3.76% |
$663K - $765K
|
208K
$19.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.86% |
$571 - $659
|
824
$75.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
80+ 1.42% |
$6.52K - $7.53K
|
5.73K
$527K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 7.37% |
$14K - $16.2K
|
2.51K
$230K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-325- 2.66% |
$26.5K - $30.6K
|
11.9K
$1.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-943- 2.24% |
$76.9K - $88.8K
|
41.1K
$3.78M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.89K- 16.53% |
$562K - $649K
|
34.8K
$3.2M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
100+ 2.86% |
$8.15K - $9.42K
|
3.59K
$330K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-97- 0.42% |
$7.91K - $9.13K
|
22.8K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
944+ 3.27% |
$76.9K - $88.9K
|
29.8K
$2.74M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-132- 0.76% |
$10.8K - $12.4K
|
17.2K
$1.59M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-153K- 1.85% |
$11.8M - $13.9M
|
8.15M
$750M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
900+ 6.04% |
$69.3K - $81.5K
|
15.8K
$1.45M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$184K - $216K
|
2.39K
$219K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-8.37K- 1.9% |
$644K - $757K
|
432K
$39.8M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.04K- 15.63% |
$157K - $185K
|
11K
$1.01M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-137- 2.97% |
$10.5K - $12.4K
|
4.48K
$411K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$15.4K - $18.1K
|
200
$18.4K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
306New |
$23.6K - $27.7K
|
306
$28.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-69- 0.59% |
$5.31K - $6.25K
|
11.6K
$1.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$878K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-60- 0.97% |
$4.62K - $5.43K
|
6.15K
$566K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
500+ 22.17% |
$38.5K - $45.3K
|
2.76K
$253K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-365- 9.14% |
$28.1K - $33K
|
3.63K
$334K
|
|