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 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$185K - $218K
|
2.41K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
31+ 0.32% |
$2.39K - $2.81K
|
9.61K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
10.5K+ 368.13% |
$806K - $947K
|
13.3K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-39- 0.03% |
$3K - $3.53K
|
121K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
35.9KNew |
$2.77M - $3.25M
|
35.9K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.43KNew |
$264K - $310K
|
3.43K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$770 - $905
|
6.39K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.06% |
$154 - $181
|
3.42K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
30+ 2.69% |
$2.31K - $2.72K
|
1.15K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-110K- 35.48% |
$8.47M - $9.96M
|
200K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-7.4K- 13.26% |
$570K - $670K
|
48.4K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.8KNew |
$370K - $434K
|
4.8K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
25.5K+ 22.21% |
$1.96M - $2.3M
|
140K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-94- 1.37% |
$7.24K - $8.51K
|
6.77K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$385 - $453
|
10.5K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-462- 17.16% |
$35.6K - $41.8K
|
2.23K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.85K+ 43.57% |
$143K - $168K
|
6.1K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-166- 4.35% |
$12.8K - $15K
|
3.65K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
411+ 8.13% |
$31.6K - $37.2K
|
5.47K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$882K - $1.04M
|
11.4K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.26KNew |
$251K - $295K
|
3.26K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.32KNew |
$179K - $210K
|
2.32K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-143- 1.96% |
$11K - $12.9K
|
7.14K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
721+ 11.18% |
$55.5K - $65.3K
|
7.17K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
108KNew |
$8.31M - $9.76M
|
108K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
651+ 11.66% |
$50.1K - $58.9K
|
6.23K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4KNew |
$308K - $362K
|
4K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 80.46% |
$16.2K - $19K
|
51
$4.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-100- 3.1% |
$7.7K - $9.05K
|
3.12K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-523- 11.88% |
$40.3K - $47.3K
|
3.88K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-176- 4.19% |
$13.6K - $15.9K
|
4.03K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.38K+ 50.29% |
$337K - $396K
|
13.1K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-550- 1.24% |
$42.4K - $49.8K
|
43.9K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
350New |
$27K - $31.7K
|
350
$32.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-424- 6.59% |
$32.6K - $38.4K
|
6.01K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
42.7K+ 255.51% |
$3.29M - $3.87M
|
59.4K
$5.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 5.16% |
$15.4K - $18.1K
|
3.67K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$104K - $123K
|
1.36K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-473- 17.35% |
$36.4K - $42.8K
|
2.25K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$110K - $130K
|
1.43K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-51- 1.66% |
$3.93K - $4.62K
|
3.03K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.01KNew |
$77.5K - $91.1K
|
1.01K
$92.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-334- 61.28% |
$25.7K - $30.2K
|
211
$19.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$185K - $217K
|
2.4K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.46K
$410K
|