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 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-650- 23.21% |
$59K - $62.4K
|
2.15K
$195K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-628- 2.32% |
$57K - $60.3K
|
26.4K
$2.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.49K- 15.78% |
$136K - $143K
|
7.97K
$722K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 1.68% |
$7.54K - $7.97K
|
4.87K
$441K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
101+ 3.07% |
$9.17K - $9.7K
|
3.39K
$307K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
36+ 0.22% |
$3.27K - $3.46K
|
16.4K
$1.49M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-619- 4.85% |
$56.2K - $59.4K
|
12.2K
$1.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
435+ 300.0% |
$39.5K - $41.8K
|
580
$52.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-53- 0.67% |
$4.81K - $5.09K
|
7.89K
$715K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-88- 0.78% |
$7.99K - $8.45K
|
11.3K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-349- 0.84% |
$31.7K - $33.5K
|
41.2K
$3.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.56% |
$908 - $960
|
1.78K
$162K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-210- 2.19% |
$19.1K - $20.2K
|
9.37K
$848K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.78K- 87.66% |
$161K - $170K
|
250
$22.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-10- 0.2% |
$908 - $960
|
5.03K
$455K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.87KNew |
$169K - $179K
|
1.87K
$169K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
761+ 30.8% |
$69.1K - $73.1K
|
3.23K
$293K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-873- 2.98% |
$79.3K - $83.8K
|
28.4K
$2.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
745+ 1.17% |
$67.7K - $71.5K
|
64.5K
$5.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18- 0.23% |
$1.63K - $1.73K
|
7.78K
$704K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.2KNew |
$200K - $212K
|
2.2K
$200K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16+ 0.15% |
$1.45K - $1.54K
|
10.6K
$957K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-491- 2.72% |
$44.6K - $47.1K
|
17.6K
$1.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-15- 0.3% |
$1.36K - $1.44K
|
4.93K
$446K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
2.13K+ 15.1% |
$193K - $204K
|
16.2K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
22+ 0.94% |
$2K - $2.11K
|
2.37K
$215K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.18KNew |
$107K - $113K
|
1.18K
$107K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-382- 11.74% |
$34.7K - $36.7K
|
2.87K
$260K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-262- 4.29% |
$23.8K - $25.2K
|
5.84K
$529K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
8+ 0.34% |
$727 - $768
|
2.39K
$216K
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-42- 0.31% |
$3.81K - $4.03K
|
13.7K
$1.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-352- 1.64% |
$32K - $33.8K
|
21.1K
$1.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$214K - $226K
|
2.35K
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11KNew |
$101K - $107K
|
1.11K
$101K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.65K+ 8.98% |
$240K - $254K
|
32.1K
$2.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
938+ 6.31% |
$85.2K - $90K
|
15.8K
$1.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.38K- 41.9% |
$216K - $228K
|
3.3K
$299K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-87- 1.38% |
$7.9K - $8.35K
|
6.23K
$565K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-49- 2.16% |
$4.45K - $4.7K
|
2.22K
$201K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.28K+ 68.97% |
$388K - $410K
|
10.5K
$949K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
136+ 2.62% |
$12.4K - $13.1K
|
5.33K
$483K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
821New |
$74.6K - $78.8K
|
821
$74.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
649+ 1.32% |
$58.9K - $62.3K
|
49.9K
$4.52M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 1.43% |
$16.3K - $17.3K
|
12.7K
$1.15M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
682+ 29.01% |
$61.9K - $65.5K
|
3.03K
$275K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
6.8K+ 37.65% |
$577K - $629K
|
24.9K
$2.25M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
807+ 1.7% |
$68.5K - $74.7K
|
48.1K
$4.36M
|
|
|
Nov 24, 2025
Q2 2025
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
SELL
|
- |
-69- 2.95% |
$5.86K - $6.39K
|
2.27K
$206K
|
|
|
Nov 24, 2025
Q2 2025
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-150- 4.3% |
$12.7K - $13.9K
|
3.34K
$303K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230K+ 2.52% |
$19.5M - $21.3M
|
9.35M
$847M
|
|