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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
50+ 1.56% |
$4.25K - $4.63K
|
3.27K
$296K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.36K- 25.0% |
$540K - $588K
|
19.1K
$1.73M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-296- 3.61% |
$25.1K - $27.4K
|
7.91K
$717K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-886- 27.82% |
$75.2K - $82K
|
2.3K
$208K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.07K- 17.28% |
$176K - $192K
|
9.91K
$897K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-54.2K- 41.25% |
$4.6M - $5.01M
|
77.1K
$6.99M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
2.78KNew |
$236K - $257K
|
2.78K
$252K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
60New |
$5.09K - $5.55K
|
60
$5.43K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-245- 5.37% |
$20.8K - $22.7K
|
4.32K
$391K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
12.2KNew |
$1.03M - $1.13M
|
12.2K
$1.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.53K - $1.67K
|
18
$1.63K
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-70- 4.82% |
$5.94K - $6.48K
|
1.38K
$125K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7- 0.19% |
$594 - $648
|
3.6K
$326K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 2.86% |
$170 - $185
|
68
$6.16K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-122- 9.38% |
$10.4K - $11.3K
|
1.18K
$107K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
30+ 0.74% |
$2.55K - $2.78K
|
4.1K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
2.22KNew |
$189K - $206K
|
2.22K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.13KNew |
$605K - $660K
|
7.13K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
236New |
$20K - $21.8K
|
236
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.09K- 6.49% |
$92.6K - $101K
|
15.7K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
93.8K+ 1152.13% |
$7.96M - $8.68M
|
102K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
30.2K+ 755.0% |
$2.56M - $2.8M
|
34.2K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 50.83% |
$168K - $183K
|
5.87K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
SELL
|
- |
-11.4K- 22.72% |
$964K - $1.05M
|
38.6K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.99KNew |
$509K - $555K
|
5.99K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.15K+ 59.06% |
$522K - $569K
|
16.6K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-250- 5.31% |
$21.2K - $23.1K
|
4.46K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
3.03KNew |
$257K - $280K
|
3.03K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.8KNew |
$153K - $167K
|
1.8K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.4KNew |
$204K - $222K
|
2.4K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
571K+ 485.23% |
$48.5M - $52.9M
|
689K
$62.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
721K+ 790.57% |
$61.2M - $66.7M
|
812K
$73.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.97K+ 13106.67% |
$167K - $182K
|
1.98K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
29.7KNew |
$2.52M - $2.75M
|
29.7K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.21KNew |
$187K - $204K
|
2.21K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
30KNew |
$2.55M - $2.78M
|
30K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
345+ 2.13% |
$29.3K - $31.9K
|
16.5K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-437- 43.44% |
$37.1K - $40.4K
|
569
$51.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.7K+ 4.54% |
$1.34M - $1.46M
|
363K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.05K+ 4.58% |
$514K - $560K
|
138K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3KNew |
$255K - $278K
|
3K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-13.6K- 91.28% |
$1.15M - $1.26M
|
1.3K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.87K- 53.55% |
$668K - $728K
|
6.83K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.58KNew |
$304K - $331K
|
3.58K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.27M - $1.39M
|
15K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
27.3KNew |
$2.32M - $2.53M
|
27.3K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
150KNew |
$12.7M - $13.9M
|
150K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-663- 17.97% |
$56.3K - $61.4K
|
3.03K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-50- 1.77% |
$4.25K - $4.63K
|
2.78K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-2.4K- 63.16% |
$204K - $222K
|
1.4K
$127K
|
|