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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 0.57% |
$2.62K - $3.08K
|
5.98K
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-350- 13.48% |
$27K - $31.7K
|
2.25K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$185K - $218K
|
2.4K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$196K - $231K
|
2.55K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
37+ 0.73% |
$2.85K - $3.35K
|
5.09K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
497+ 5.73% |
$38.3K - $45K
|
9.17K
$843K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-265- 9.71% |
$20.4K - $24K
|
2.46K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-780- 6.54% |
$60.1K - $70.6K
|
11.1K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
265+ 6.15% |
$20.4K - $24K
|
4.58K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-84.1K- 6.62% |
$6.48M - $7.62M
|
1.19M
$109M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-110- 2.77% |
$8.47K - $9.96K
|
3.86K
$355K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
99New |
$7.62K - $8.96K
|
99
$9.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-5.65K- 32.79% |
$435K - $511K
|
11.6K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-851- 26.05% |
$65.5K - $77K
|
2.42K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 14.86% |
$6.24K - $7.33K
|
464
$42.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 3.38% |
$1.16K - $1.36K
|
459
$42.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.37K- 6.35% |
$106K - $124K
|
20.3K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 45.86% |
$22.2K - $26.1K
|
340
$31.3K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$77 - $90.5
|
15
$1.38K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 40.21% |
$3K - $3.53K
|
58
$5.33K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.54K+ 15.88% |
$427K - $502K
|
40.4K
$3.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.44KNew |
$187K - $220K
|
2.44K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$539 - $634
|
527
$48.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.38KNew |
$183K - $215K
|
2.38K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-38.6K- 17.3% |
$2.97M - $3.5M
|
185K
$17M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.22% |
$1.08K - $1.27K
|
6.29K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-274- 6.4% |
$21.1K - $24.8K
|
4.01K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
770+ 107.54% |
$59.3K - $69.7K
|
1.49K
$137K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 8.13% |
$3.16K - $3.71K
|
545
$50.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
2.8K+ 2.98% |
$216K - $254K
|
96.7K
$8.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.77K- 45.78% |
$213K - $250K
|
3.28K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.81KNew |
$370K - $435K
|
4.81K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
121+ 5.82% |
$9.32K - $11K
|
2.2K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
21.1KNew |
$1.63M - $1.91M
|
21.1K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-45- 1.69% |
$3.47K - $4.07K
|
2.61K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$182K - $215K
|
2.37K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.24KNew |
$249K - $293K
|
3.24K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-34- 2.49% |
$2.62K - $3.08K
|
1.33K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 1.63% |
$7.7K - $9.05K
|
6.02K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-34- 3.18% |
$2.62K - $3.08K
|
1.04K
$95.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$177K - $208K
|
2.29K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.36KNew |
$182K - $213K
|
2.36K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-34.7K- 9.52% |
$2.67M - $3.14M
|
330K
$30.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-500- 15.63% |
$38.5K - $45.3K
|
2.7K
$248K
|