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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
235New |
$20K - $21.8K
|
235
$21.3K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.28% |
$1.7K - $1.85K
|
7.17K
$649K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-31.9K- 12.67% |
$2.71M - $2.95M
|
220K
$19.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
150+ 3.89% |
$12.7K - $13.9K
|
4.01K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-480- 86.8% |
$40.8K - $44.4K
|
73
$6.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-35- 0.36% |
$2.97K - $3.24K
|
9.8K
$888K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.07K+ 2.82% |
$430K - $469K
|
185K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-140- 4.69% |
$11.9K - $13K
|
2.84K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.17K- 25.68% |
$99.7K - $109K
|
3.4K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
87New |
$7.39K - $8.05K
|
87
$7.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-68- 2.8% |
$5.77K - $6.29K
|
2.36K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-40- 1.79% |
$3.4K - $3.7K
|
2.2K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300+ 1428.57% |
$25.5K - $27.8K
|
321
$29.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
409New |
$34.7K - $37.9K
|
409
$37K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
100+ 1.19% |
$8.49K - $9.26K
|
8.48K
$768K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 0.56% |
$3.91K - $4.26K
|
8.21K
$743K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.85% |
$8.49K - $9.26K
|
5.32K
$481K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-668- 6.63% |
$56.7K - $61.8K
|
9.4K
$852K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
36+ 6.7% |
$3.06K - $3.33K
|
573
$51.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-33- 1.24% |
$2.8K - $3.05K
|
2.62K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.69K- 80.17% |
$143K - $156K
|
418
$37.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$191K - $208K
|
2.25K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-53- 20.08% |
$4.5K - $4.91K
|
211
$19.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
573+ 16.44% |
$48.7K - $53K
|
4.06K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-129- 2.15% |
$11K - $11.9K
|
5.86K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.52K- 9.46% |
$129K - $140K
|
14.5K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-228- 3.32% |
$19.4K - $21.1K
|
6.64K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-292- 7.6% |
$24.8K - $27K
|
3.55K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$382K - $417K
|
4.5K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
393+ 0.67% |
$33.4K - $36.4K
|
59.2K
$5.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-767- 83.92% |
$65.1K - $71K
|
147
$13.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-86- 0.41% |
$7.3K - $7.96K
|
20.9K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-116- 5.0% |
$9.85K - $10.7K
|
2.2K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
4.49KNew |
$381K - $416K
|
4.49K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-69- 6.87% |
$5.86K - $6.39K
|
935
$84.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-800- 5.6% |
$67.9K - $74K
|
13.5K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.27K+ 2.1% |
$618K - $673K
|
353K
$32M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-284- 63.11% |
$24.1K - $26.3K
|
166
$15K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 1.3% |
$2.63K - $2.87K
|
2.35K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.06K- 31.12% |
$89.7K - $97.8K
|
2.34K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.1K- 66.69% |
$5.86M - $6.39M
|
34.5K
$3.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17- 0.41% |
$1.44K - $1.57K
|
4.16K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-28- 0.26% |
$2.38K - $2.59K
|
10.8K
$975K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
70New |
$5.94K - $6.48K
|
70
$6.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
202+ 2.9% |
$17.2K - $18.7K
|
7.17K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
225+ 3.73% |
$19.1K - $20.8K
|
6.26K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-259- 3.58% |
$22K - $24K
|
6.97K
$632K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
825+ 188.79% |
$70.1K - $76.4K
|
1.26K
$114K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
49+ 1.19% |
$4.16K - $4.54K
|
4.18K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-147- 10.91% |
$12.5K - $13.6K
|
1.2K
$109K
|
|