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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
220+ 846.15% |
$18.7K - $20.4K
|
246
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 17.65% |
$764 - $833
|
60
$5.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.43% |
$84.9 - $92.6
|
231
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
3.07K+ 50.02% |
$261K - $285K
|
9.22K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.41K+ 1646.67% |
$629K - $686K
|
7.86K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-798- 33.26% |
$67.8K - $73.9K
|
1.6K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5- 0.18% |
$425 - $463
|
2.81K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$187K - $204K
|
2.2K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
50+ 1.69% |
$4.25K - $4.63K
|
3.02K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.4KNew |
$459K - $500K
|
5.4K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
410+ 8.41% |
$34.8K - $37.9K
|
5.29K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.89KNew |
$415K - $453K
|
4.89K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
573K+ 90.24% |
$48.6M - $53M
|
1.21M
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-165- 6.3% |
$14K - $15.3K
|
2.45K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-675- 2.17% |
$57.3K - $62.5K
|
30.4K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.27K - $1.39K
|
15
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-20- 0.71% |
$1.7K - $1.85K
|
2.8K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
102New |
$8.66K - $9.44K
|
102
$9.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
387+ 11.9% |
$32.9K - $35.8K
|
3.64K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.6K- 81.63% |
$2.17M - $2.37M
|
5.76K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 17.45% |
$221K - $241K
|
17.5K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-511- 41.18% |
$43.4K - $47.3K
|
730
$66.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-355- 3.54% |
$30.1K - $32.9K
|
9.68K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.22KNew |
$189K - $205K
|
2.22K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.22KNew |
$188K - $205K
|
2.22K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.19KNew |
$101K - $110K
|
1.19K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 9.12% |
$2.63K - $2.87K
|
371
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$17K - $18.5K
|
200
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$849 - $926
|
10
$906
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-300K- 95.86% |
$25.5M - $27.8M
|
13K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 2.78% |
$12.7K - $13.9K
|
5.25K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
131+ 4.64% |
$11.1K - $12.1K
|
2.96K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
212+ 0.61% |
$18K - $19.6K
|
35.1K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
251+ 3.27% |
$21.3K - $23.2K
|
7.94K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
52+ 1.95% |
$4.42K - $4.81K
|
2.72K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 23.39% |
$194K - $211K
|
7.46K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-8.24K- 13.62% |
$700K - $763K
|
52.3K
$4.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.13MNew |
$95.6M - $104M
|
1.13M
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
264+ 2.89% |
$22.4K - $24.4K
|
9.4K
$851K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
323+ 11.13% |
$27.4K - $29.9K
|
3.23K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88+ 3.13% |
$7.47K - $8.15K
|
2.9K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 314.29% |
$93.4K - $102K
|
1.45K
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-4.35K- 12.65% |
$369K - $403K
|
30K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-188- 26.33% |
$16K - $17.4K
|
526
$47.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1.2K- 4.06% |
$102K - $111K
|
28.4K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-38.4K- 62.17% |
$3.26M - $3.56M
|
23.4K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
125+ 2.05% |
$10.6K - $11.6K
|
6.23K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
39.8K+ 28.52% |
$3.38M - $3.69M
|
179K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
14.9K+ 17.65% |
$1.27M - $1.38M
|
99.4K
$9M
|
|