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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.67KNew |
$142K - $155K
|
1.67K
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-155- 3.19% |
$13.2K - $14.3K
|
4.7K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-1.85K- 25.5% |
$157K - $171K
|
5.39K
$488K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
417+ 6.74% |
$35.4K - $38.6K
|
6.6K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.16% |
$340 - $370
|
2.58K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-34- 2.84% |
$2.89K - $3.15K
|
1.16K
$105K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.88KNew |
$329K - $359K
|
3.88K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-185- 2.05% |
$15.7K - $17.1K
|
8.85K
$801K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
300+ 1.43% |
$25.5K - $27.8K
|
21.3K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 150.0% |
$509 - $555
|
10
$906
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
600New |
$50.9K - $55.5K
|
600
$54.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.25K- 12.47% |
$106K - $116K
|
8.78K
$795K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.84KNew |
$241K - $263K
|
2.84K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
7+ 0.16% |
$594 - $648
|
4.49K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-23- 0.08% |
$1.95K - $2.13K
|
28.3K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 1.13% |
$8.49K - $9.26K
|
8.91K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.38KNew |
$202K - $220K
|
2.38K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
251+ 8.75% |
$21.3K - $23.2K
|
3.12K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
127+ 3.67% |
$10.8K - $11.8K
|
3.59K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
161New |
$13.7K - $14.9K
|
161
$14.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.27K - $1.39K
|
2.45K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
400+ 9.82% |
$34K - $37K
|
4.48K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-13.2K- 15.88% |
$1.12M - $1.22M
|
70.1K
$6.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1- 0.02% |
$84.9 - $92.6
|
5.48K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
314+ 12.86% |
$26.7K - $29.1K
|
2.76K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-549- 13.25% |
$46.6K - $50.8K
|
3.6K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.4KNew |
$629K - $685K
|
7.4K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-389- 41.65% |
$33K - $36K
|
545
$49.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-116K- 56.71% |
$9.84M - $10.7M
|
88.4K
$8.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.67K- 89.61% |
$142K - $155K
|
194
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-188- 14.47% |
$16K - $17.4K
|
1.11K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.15K- 5.97% |
$97.6K - $106K
|
18.1K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
504New |
$42.8K - $46.7K
|
504
$45.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-61- 1.37% |
$5.18K - $5.65K
|
4.38K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 1.09% |
$4.25K - $4.63K
|
4.52K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.44% |
$84.9 - $92.6
|
40
$3.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.44KNew |
$207K - $225K
|
2.44K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 0.59% |
$2.8K - $3.05K
|
5.58K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.68K- 46.85% |
$227K - $248K
|
3.04K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-33- 1.05% |
$2.8K - $3.05K
|
3.11K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-191- 0.56% |
$16.2K - $17.7K
|
34.2K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 8.73% |
$934 - $1.02K
|
115
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
691+ 7.45% |
$58.7K - $64K
|
9.96K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-305- 10.5% |
$25.9K - $28.2K
|
2.6K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
649+ 13.91% |
$55.1K - $60.1K
|
5.32K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 6.84% |
$3.4K - $3.7K
|
545
$49.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
48.5KNew |
$4.12M - $4.49M
|
48.5K
$4.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 1.41% |
$4.59K - $5K
|
3.88K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
133+ 24.54% |
$11.3K - $12.3K
|
675
$61.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
60.8KNew |
$5.16M - $5.63M
|
60.8K
$5.51M
|
|