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 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-146K- 48.33% |
$13.3M - $14M
|
156K
$14.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
627+ 2.45% |
$57K - $60.2K
|
26.2K
$2.37M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-637- 0.45% |
$57.9K - $61.2K
|
141K
$12.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 0.33% |
$1.27K - $1.34K
|
4.18K
$379K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.75K- 37.68% |
$613K - $648K
|
11.2K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
192+ 0.66% |
$17.4K - $18.4K
|
29.5K
$2.67M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.81K+ 7.04% |
$165K - $174K
|
27.6K
$2.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.76KNew |
$160K - $169K
|
1.76K
$160K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-35.4K- 15.27% |
$3.22M - $3.4M
|
197K
$17.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-100- 4.08% |
$9.08K - $9.6K
|
2.35K
$213K
|
|
|
Nov 19, 2025
Q3 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
267+ 5.76% |
$24.3K - $25.6K
|
4.9K
$444K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.37K+ 1.81% |
$124K - $131K
|
76.9K
$6.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 4.41% |
$1.19M - $1.26M
|
284K
$25.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.46% |
$3.27K - $3.46K
|
7.78K
$705K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 36.67% |
$187K - $198K
|
3.56K
$323K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
33.6K+ 0.84% |
$3.05M - $3.22M
|
4.01M
$363M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.32KNew |
$211K - $223K
|
2.32K
$210K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-46- 0.95% |
$4.18K - $4.42K
|
4.8K
$435K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
582+ 0.47% |
$52.9K - $55.9K
|
124K
$11.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3+ 0.03% |
$272 - $288
|
11K
$994K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
208+ 1.09% |
$18.9K - $20K
|
19.3K
$1.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
74.5KNew |
$6.77M - $7.15M
|
74.5K
$6.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.7K+ 1.81% |
$972K - $1.03M
|
603K
$54.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-153- 6.36% |
$13.9K - $14.7K
|
2.25K
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$999 - $1.06K
|
43.8K
$3.97M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-267- 2.12% |
$24.3K - $25.6K
|
12.4K
$1.12M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.22KNew |
$201K - $213K
|
2.22K
$201K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-9.48K- 24.92% |
$861K - $910K
|
28.6K
$2.59M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.51KNew |
$501K - $529K
|
5.51K
$499K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-25- 0.34% |
$2.27K - $2.4K
|
7.29K
$661K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-4.88K- 1.68% |
$443K - $468K
|
285K
$25.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
46.4KNew |
$4.22M - $4.46M
|
46.4K
$4.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.17% |
$908 - $960
|
5.95K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.23K- 5.11% |
$384K - $406K
|
78.5K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
406+ 9.43% |
$36.9K - $39K
|
4.71K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
301New |
$27.3K - $28.9K
|
301
$27.3K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.79K- 5.62% |
$799K - $844K
|
148K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10K- 1.71% |
$912K - $964K
|
577K
$52.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-642- 2.74% |
$58.3K - $61.6K
|
22.8K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
520+ 6.63% |
$47.2K - $49.9K
|
8.37K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-196K- 79.18% |
$17.8M - $18.8M
|
51.6K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
186+ 1.23% |
$16.9K - $17.9K
|
15.3K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
49.9KNew |
$4.53M - $4.79M
|
49.9K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.4K+ 10.71% |
$1.4M - $1.48M
|
160K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.05KNew |
$187K - $197K
|
2.05K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.35K- 1.1% |
$213K - $225K
|
211K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.18KNew |
$108K - $114K
|
1.18K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
10K+ 882.89% |
$909K - $961K
|
11.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
185KNew |
$16.8M - $17.7M
|
185K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.18% |
$90.8 - $96
|
557
$50.5K
|
|