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 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.34K+ 44.21% |
$114K - $124K
|
4.38K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.9K- 77.39% |
$161K - $176K
|
555
$50.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.54K+ 19.52% |
$725K - $790K
|
52.3K
$4.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
130New |
$11K - $12K
|
130
$11.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-223- 25.11% |
$18.9K - $20.6K
|
665
$60.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.18% |
$764 - $833
|
5.03K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$761K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-786- 9.63% |
$66.7K - $72.8K
|
7.37K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.64K+ 49.77% |
$139K - $152K
|
4.93K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-224- 7.42% |
$19K - $20.7K
|
2.79K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-390- 21.21% |
$33.1K - $36.1K
|
1.45K
$131K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-52- 1.96% |
$4.42K - $4.81K
|
2.6K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-240- 7.62% |
$20.4K - $22.2K
|
2.91K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.79K
|
|
| Q1 2025 | |||||||
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-224- 8.27% |
$18.1K - $20.8K
|
2.48K
$225K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
165+ 5.23% |
$13.4K - $15.3K
|
3.32K
$300K
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-20- 0.55% |
$1.62K - $1.86K
|
3.63K
$329K
|
|
|
Aug 20, 2025
Q1 2025
|
Oakland Financial Corp
Sterling Heights, MI |
SELL
|
- |
-4KClosed |
$324K - $372K
|
0
$0
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.44KNew |
$197K - $226K
|
2.44K
$221K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.17KNew |
$419K - $481K
|
5.17K
$469K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
15.8KNew |
$1.28M - $1.47M
|
15.8K
$1.43M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-400- 38.76% |
$32.4K - $37.2K
|
632
$57.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
235New |
$19K - $21.8K
|
235
$21.3K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-401- 8.44% |
$32.5K - $37.3K
|
4.35K
$394K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-158- 2.27% |
$12.8K - $14.7K
|
6.8K
$616K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$810 - $930
|
10
$906
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 6.67% |
$2.02K - $2.32K
|
350
$31.7K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-103- 17.52% |
$8.34K - $9.57K
|
485
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-12K- 63.16% |
$972K - $1.12M
|
7K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.92K- 22.34% |
$236K - $272K
|
10.2K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.9K+ 190.65% |
$965K - $1.11M
|
18.2K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 25.0% |
$1.21K - $1.39K
|
75
$6.79K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.28KNew |
$185K - $212K
|
2.28K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
7.44KNew |
$602K - $691K
|
7.44K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.96K+ 1.46% |
$320K - $368K
|
274K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
14.5KNew |
$1.17M - $1.35M
|
14.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-425- 5.64% |
$34.4K - $39.5K
|
7.11K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.25KNew |
$344K - $395K
|
4.25K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.22K- 31.09% |
$98.5K - $113K
|
2.7K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.38M - $1.59M
|
17.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21.2K- 23.72% |
$1.72M - $1.97M
|
68.2K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.63KNew |
$456K - $523K
|
5.63K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
431New |
$34.9K - $40.1K
|
431
$39K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-255- 33.46% |
$20.6K - $23.7K
|
507
$45.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
40New |
$3.24K - $3.72K
|
40
$3.62K
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.1M - $3.55M
|
38.2K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
56+ 3.34% |
$4.53K - $5.21K
|
1.73K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.48KNew |
$281K - $323K
|
3.48K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-267K- 98.43% |
$21.6M - $24.8M
|
4.24K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
PUT |
125KNew |
$10.1M - $11.6M
|
125K
$11.3M
|
|