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 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
376+ 10.52% |
$29K - $34K
|
3.95K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-112- 0.29% |
$8.62K - $10.1K
|
38.8K
$3.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.9K- 89.47% |
$1.91M - $2.25M
|
2.93K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.66K- 40.69% |
$127K - $150K
|
2.41K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$185K - $217K
|
2.4K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-8.37K- 15.58% |
$644K - $757K
|
45.3K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$7.32K - $8.6K
|
95
$8.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550+ 7.38% |
$42.4K - $49.8K
|
8.01K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
121+ 4.46% |
$9.32K - $11K
|
2.84K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$677K - $795K
|
8.79K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.7KNew |
$2.98M - $3.5M
|
38.7K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.69K+ 95.33% |
$207K - $244K
|
5.52K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
3.06KNew |
$236K - $277K
|
3.06K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-340- 8.08% |
$26.2K - $30.8K
|
3.87K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.03K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-572- 17.9% |
$44K - $51.8K
|
2.62K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
262+ 8.7% |
$20.2K - $23.7K
|
3.27K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25KNew |
$174K - $204K
|
2.25K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.36K+ 0.59% |
$182K - $214K
|
400K
$36.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.93KNew |
$226K - $266K
|
2.93K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
132New |
$10.2K - $11.9K
|
132
$12.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.94K- 1.71% |
$458K - $538K
|
341K
$31.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-14.8K- 23.85% |
$1.14M - $1.34M
|
47.1K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-16.7K- 49.12% |
$1.29M - $1.51M
|
17.3K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-350- 13.75% |
$27K - $31.7K
|
2.2K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
5.07K+ 22.6% |
$390K - $459K
|
27.5K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.34% |
$77 - $90.5
|
296
$27.2K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.83K- 3.27% |
$141K - $166K
|
54.1K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.28KNew |
$175K - $206K
|
2.28K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.05% |
$385 - $453
|
9.96K
$916K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 8.13% |
$38.5K - $45.3K
|
5.65K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
338New |
$26K - $30.6K
|
338
$31.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
936+ 39.66% |
$72.1K - $84.7K
|
3.3K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.54KNew |
$196K - $230K
|
2.54K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.03KNew |
$233K - $274K
|
3.03K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
67+ 223.33% |
$5.16K - $6.06K
|
97
$8.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$179K - $210K
|
2.33K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 12.5% |
$5.7K - $6.7K
|
518
$47.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275+ 36.28% |
$21.2K - $24.9K
|
1.03K
$95K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 1.99% |
$7.7K - $9.05K
|
4.92K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.24KNew |
$172K - $202K
|
2.24K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.88K- 27.5% |
$299K - $351K
|
10.2K
$941K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4.68KNew |
$360K - $423K
|
4.68K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-124- 3.97% |
$9.55K - $11.2K
|
3K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.2K- 74.33% |
$863K - $1.01M
|
3.87K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 5.08% |
$1K - $1.18K
|
269
$24.7K
|