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 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-2.46K- 98.17% |
$209K - $228K
|
46
$4.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
337+ 1.72% |
$28.6K - $31.2K
|
19.9K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 0.78% |
$1.1K - $1.2K
|
1.65K
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
2.42KNew |
$205K - $224K
|
2.42K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 50.0% |
$1.7K - $1.85K
|
20
$1.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3- 0.13% |
$255 - $278
|
2.39K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
96+ 3.15% |
$8.15K - $8.89K
|
3.15K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 2.51% |
$211K - $230K
|
102K
$9.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-565- 3.89% |
$48K - $52.3K
|
14K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-44.4K- 82.99% |
$3.77M - $4.11M
|
9.1K
$824K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
967+ 805.83% |
$82.1K - $89.5K
|
1.09K
$98.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
771+ 4.3% |
$65.5K - $71.4K
|
18.7K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
246New |
$20.9K - $22.8K
|
246
$22.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-295- 6.89% |
$25K - $27.3K
|
3.99K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-140- 4.42% |
$11.9K - $13K
|
3.02K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
52+ 1.06% |
$4.42K - $4.81K
|
4.94K
$447K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.21K+ 1.43% |
$102K - $112K
|
85.9K
$7.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 2.13% |
$849 - $926
|
480
$43.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 2.75% |
$8.41K - $9.16K
|
3.7K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-111- 3.87% |
$9.43K - $10.3K
|
2.76K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
100+ 2.41% |
$8.49K - $9.26K
|
4.25K
$385K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
285+ 12.42% |
$24.2K - $26.4K
|
2.58K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$679 - $740
|
8
$725
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $185
|
2.55K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-194K- 93.82% |
$16.5M - $18M
|
12.8K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15.4K- 14.38% |
$1.31M - $1.43M
|
92K
$8.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
2.63KNew |
$223K - $243K
|
2.63K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.29% |
$1.95K - $2.13K
|
8.03K
$727K
|
|
|
Aug 06, 2025
Q2 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
320K+ 114.15% |
$27.1M - $29.6M
|
600K
$54.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-500- 15.87% |
$42.5K - $46.3K
|
2.65K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 33.33% |
$849 - $926
|
40
$3.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14.6K- 99.37% |
$1.24M - $1.36M
|
93
$8.42K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
441New |
$37.4K - $40.8K
|
441
$39.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
94+ 5.13% |
$7.98K - $8.7K
|
1.93K
$174K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-47- 0.84% |
$3.99K - $4.35K
|
5.55K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
100KNew |
$8.51M - $9.28M
|
100K
$9.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$8.49M - $9.26M
|
100K
$9.06M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.4K+ 3.97% |
$1.22M - $1.33M
|
377K
$34.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-377- 2.99% |
$32K - $34.9K
|
12.2K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-205- 1.95% |
$17.4K - $19K
|
10.3K
$933K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.72KNew |
$486K - $529K
|
5.72K
$518K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.02% |
$84.9 - $92.6
|
5.17K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.26KNew |
$191K - $209K
|
2.26K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
73.5KNew |
$6.24M - $6.81M
|
73.5K
$6.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
40+ 7.49% |
$3.4K - $3.7K
|
574
$52K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51+ 0.74% |
$4.33K - $4.72K
|
6.93K
$628K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
714K+ 324.41% |
$60.6M - $66.1M
|
934K
$84.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
934KNew |
$79.3M - $86.4M
|
934K
$84.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-175- 3.05% |
$14.9K - $16.2K
|
5.55K
$503K
|
|