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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
156New |
$10.3K - $11.3K
|
156
$13.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.2K- 26.34% |
$212K - $231K
|
8.95K
$795K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$2.86M - $3.12M
|
43.2K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$46.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.03K+ 20.93% |
$201K - $219K
|
17.5K
$1.56M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.99% |
$19.9K - $21.7K
|
9.73K
$865K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.01K- 34.29% |
$199K - $217K
|
5.77K
$512K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-89- 3.08% |
$5.9K - $6.43K
|
2.81K
$249K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.67% |
$66.3 - $72.2
|
61
$5.42K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.25KNew |
$329K - $384K
|
5.25K
$467K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
900New |
$56.4K - $65.8K
|
900
$80K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
379+ 13.69% |
$23.8K - $27.7K
|
3.15K
$280K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.4K+ 46500.0% |
$87.5K - $102K
|
1.4K
$124K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
443New |
$27.8K - $32.4K
|
443
$39.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
16.2KNew |
$1.01M - $1.18M
|
16.2K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-370- 6.6% |
$23.2K - $27K
|
5.24K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.42KNew |
$340K - $396K
|
5.42K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
221K+ 22.76% |
$13.9M - $16.2M
|
1.19M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.81KNew |
$176K - $206K
|
2.81K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.23K- 2.58% |
$77.3K - $90.1K
|
46.6K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
25.7KNew |
$1.61M - $1.88M
|
25.7K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 2.19% |
$1.94K - $2.27K
|
1.39K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
813+ 6.91% |
$51K - $59.4K
|
12.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
3.03KNew |
$190K - $221K
|
3.03K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$224K - $261K
|
3.57K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$169K - $197K
|
2.7K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.05KNew |
$379K - $442K
|
6.05K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25.4KNew |
$1.59M - $1.85M
|
25.4K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-51.5K- 46.21% |
$3.23M - $3.76M
|
59.9K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.74K- 71.62% |
$548K - $639K
|
3.46K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
28KNew |
$1.76M - $2.05M
|
28K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.43M- 94.08% |
$89.6M - $104M
|
90K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 87.5% |
$307K - $358K
|
10.5K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-30- 4.49% |
$1.88K - $2.19K
|
638
$56.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$5.71K - $6.65K
|
91
$8.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
28.1KNew |
$1.76M - $2.05M
|
28.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
11.6KNew |
$727K - $848K
|
11.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
751New |
$47.1K - $54.9K
|
751
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$627K - $731K
|
10K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-235- 98.74% |
$14.7K - $17.2K
|
3
$267
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
152New |
$9.53K - $11.1K
|
152
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.7KNew |
$1.48M - $1.73M
|
23.7K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
789New |
$49.5K - $57.7K
|
789
$70.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
5.06KNew |
$317K - $370K
|
5.06K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12.9KNew |
$810K - $943K
|
12.9K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-199- 5.94% |
$12.5K - $14.5K
|
3.15K
$280K
|
|