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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
95New |
$7.69K - $8.83K
|
95
$8.61K
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
304KNew |
$24.6M - $28.3M
|
304K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.45K+ 19.73% |
$117K - $135K
|
8.8K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.02% |
$81 - $93
|
6.03K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-21- 9.95% |
$1.7K - $1.95K
|
190
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.18M- 86.14% |
$95.5M - $110M
|
190K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
11.8KNew |
$955K - $1.1M
|
11.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
299KNew |
$24.2M - $27.8M
|
299K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.48K- 14.19% |
$525K - $602K
|
39.2K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.37K- 19.76% |
$273K - $313K
|
13.7K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.37KNew |
$111K - $127K
|
1.37K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 0.27% |
$81 - $93
|
371
$33.6K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-114- 1.18% |
$9.23K - $10.6K
|
9.53K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
20KNew |
$1.62M - $1.86M
|
20K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
300KNew |
$24.3M - $27.9M
|
300K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
30.6KNew |
$2.48M - $2.85M
|
30.6K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.72KNew |
$544K - $624K
|
6.72K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.01KNew |
$162K - $186K
|
2.01K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.52% |
$810 - $930
|
1.92K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 0.46% |
$1.21K - $1.39K
|
3.26K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-58- 0.37% |
$4.7K - $5.39K
|
15.5K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
18.5K+ 32.06% |
$1.5M - $1.72M
|
76.2K
$6.9M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30- 0.42% |
$2.43K - $2.79K
|
7.14K
$647K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3+ 0.04% |
$243 - $279
|
7.13K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-16.1K- 15.52% |
$1.3M - $1.5M
|
87.7K
$7.95M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$81K - $93K
|
1K
$90.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
192New |
$15.5K - $17.8K
|
192
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 192.59% |
$421K - $483K
|
7.9K
$716K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
186+ 0.42% |
$15.1K - $17.3K
|
44.3K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-268- 3.43% |
$21.7K - $24.9K
|
7.55K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-46- 0.71% |
$3.72K - $4.28K
|
6.4K
$579K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
25KNew |
$2.02M - $2.32M
|
25K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
360New |
$29.1K - $33.5K
|
360
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
60New |
$4.86K - $5.58K
|
60
$5.43K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
566New |
$45.8K - $52.6K
|
566
$51.3K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-398- 3.66% |
$32.2K - $37K
|
10.5K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.25KNew |
$263K - $302K
|
3.25K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$195K - $223K
|
2.4K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-56- 2.6% |
$4.53K - $5.21K
|
2.1K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
748+ 25.98% |
$60.6K - $69.5K
|
3.63K
$329K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
146+ 4.01% |
$11.8K - $13.6K
|
3.78K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-380- 28.57% |
$30.8K - $35.3K
|
950
$86.1K
|
|