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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305New |
$24.7K - $28.4K
|
305
$27.6K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.1KNew |
$821K - $943K
|
10.1K
$918K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.72K- 30.83% |
$139K - $160K
|
3.85K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-810- 20.93% |
$65.6K - $75.3K
|
3.06K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$243K - $279K
|
3K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 8.66% |
$123K - $141K
|
16K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-125- 2.08% |
$10.1K - $11.6K
|
5.88K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.27KNew |
$265K - $304K
|
3.27K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9- 0.38% |
$729 - $837
|
2.39K
$217K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$186K - $214K
|
2.3K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.09KNew |
$331K - $380K
|
4.09K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$466K - $535K
|
5.75K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
847+ 5.76% |
$68.6K - $78.7K
|
15.6K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
24+ 0.78% |
$1.94K - $2.23K
|
3.11K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-16.6K- 15.19% |
$1.34M - $1.54M
|
92.6K
$8.38M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
159+ 2.72% |
$12.9K - $14.8K
|
6.01K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-120- 2.57% |
$9.72K - $11.2K
|
4.56K
$413K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
190New |
$15.4K - $17.7K
|
190
$17.2K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-170- 7.53% |
$13.8K - $15.8K
|
2.09K
$189K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-67- 69.07% |
$5.42K - $6.23K
|
30
$2.72K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.51% |
$4.45K - $5.11K
|
3.6K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.27KNew |
$264K - $304K
|
3.27K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.18KNew |
$176K - $203K
|
2.18K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.63K- 11.99% |
$213K - $244K
|
19.3K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-349- 8.1% |
$28.3K - $32.4K
|
3.96K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.78K - $2.05K
|
22
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
32New |
$2.59K - $2.97K
|
32
$2.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
125+ 4.85% |
$10.1K - $11.6K
|
2.7K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-391- 2.48% |
$31.7K - $36.3K
|
15.4K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.33% |
$12.3K - $14.1K
|
6.66K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-11.1K- 4.59% |
$901K - $1.03M
|
231K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
5K+ 0.65% |
$405K - $465K
|
771K
$69.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-169- 4.64% |
$13.7K - $15.7K
|
3.47K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-400- 8.64% |
$32.4K - $37.2K
|
4.23K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36New |
$2.91K - $3.35K
|
36
$3.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.93KNew |
$318K - $365K
|
3.93K
$356K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.71% |
$4.86K - $5.58K
|
1.56K
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$106K - $122K
|
1.31K
$119K
|
|