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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-58.1K- 60.0% |
$4.74M - $5.47M
|
38.8K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.1K- 96.66% |
$89.7K - $104K
|
38
$3.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-649- 0.89% |
$52.9K - $61.1K
|
72.5K
$6.05M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.42KNew |
$523K - $604K
|
6.42K
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.69K- 2.68% |
$137K - $159K
|
61.3K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$1.47K - $1.69K
|
2.43K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 2.92% |
$264K - $305K
|
108K
$8.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.11% |
$245 - $282
|
2.85K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
521+ 7.49% |
$42.5K - $49.1K
|
7.48K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
23+ 0.86% |
$1.87K - $2.17K
|
2.68K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.69K+ 5.85% |
$545K - $630K
|
121K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05K+ 16.34% |
$85.6K - $98.9K
|
7.48K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 20.68% |
$69.3K - $80K
|
3.26K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-690- 7.03% |
$56.2K - $65K
|
9.12K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-273- 6.04% |
$22.2K - $25.7K
|
4.24K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-366- 4.31% |
$29.8K - $34.5K
|
8.13K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-148- 19.15% |
$12.1K - $13.9K
|
625
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.04% |
$81.5 - $94.2
|
2.71K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-12K- 26.67% |
$978K - $1.13M
|
33K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8.26K+ 10.18% |
$673K - $778K
|
89.4K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.75K- 2.8% |
$142K - $164K
|
60.6K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
SELL
|
- |
-1.09K- 2.22% |
$88.9K - $103K
|
48.1K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.43% |
$4.32K - $4.99K
|
12.4K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
773+ 4.0% |
$63K - $72.8K
|
20.1K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.29% |
$1.55K - $1.79K
|
6.54K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.05% |
$1.06K - $1.22K
|
23.7K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
54+ 0.15% |
$4.4K - $5.08K
|
35.4K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
211+ 0.2% |
$17.2K - $19.9K
|
107K
$8.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-450- 1.44% |
$36.7K - $42.4K
|
30.8K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$815 - $942
|
11.6K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.38K- 16.22% |
$194K - $224K
|
12.3K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.61% |
$163 - $188
|
126
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
78+ 2.43% |
$6.36K - $7.34K
|
3.29K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
368+ 10.07% |
$30K - $34.6K
|
4.02K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-250- 4.27% |
$20.4K - $23.5K
|
5.6K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.24% |
$326 - $377
|
1.67K
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
225+ 1.92% |
$18.3K - $21.2K
|
11.9K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 21.48% |
$97.5K - $113K
|
6.76K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.39K- 1.47% |
$113K - $131K
|
93K
$7.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 8.4% |
$57.1K - $65.9K
|
9.03K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
216+ 0.8% |
$17.6K - $20.3K
|
27.3K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15.2K- 9.42% |
$1.24M - $1.43M
|
146K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9- 0.07% |
$734 - $847
|
13.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.48% |
$116K - $134K
|
56.1K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.38% |
$897 - $1.04K
|
2.88K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.76K+ 1.4% |
$143K - $166K
|
127K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 4.39% |
$111K - $129K
|
29.8K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.07% |
$163 - $188
|
2.7K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.46KNew |
$445K - $514K
|
5.46K
$456K
|