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 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 8.0% |
$18.2K - $20.9K
|
2.59K
$235K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$204K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
595+ 22.45% |
$48.2K - $55.3K
|
3.25K
$294K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$753K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
200New |
$16.3K - $18.8K
|
200
$18.1K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
145New |
$11.8K - $13.7K
|
145
$13.1K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.89KNew |
$236K - $272K
|
2.89K
$262K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
9.4KNew |
$766K - $885K
|
9.4K
$852K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.78KNew |
$145K - $167K
|
1.78K
$161K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
89New |
$7.25K - $8.38K
|
89
$8.06K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.14KNew |
$256K - $296K
|
3.14K
$284K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
4.6KNew |
$375K - $433K
|
4.6K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-708K- 11.43% |
$57.7M - $66.7M
|
5.49M
$497M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-27.4K- 75.34% |
$2.23M - $2.58M
|
8.96K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
244New |
$19.9K - $23K
|
244
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
78.6KNew |
$6.41M - $7.4M
|
78.6K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.2K- 24.21% |
$97.9K - $113K
|
3.76K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$202K - $233K
|
2.47K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.71KNew |
$221K - $255K
|
2.71K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-68- 0.43% |
$5.54K - $6.4K
|
15.6K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
27+ 1.07% |
$2.2K - $2.54K
|
2.56K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
8.35K+ 27.81% |
$680K - $786K
|
38.4K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890+ 31.3% |
$72.5K - $83.8K
|
3.73K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$559K - $646K
|
6.86K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122New |
$9.94K - $11.5K
|
122
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.91K- 4.41% |
$237K - $274K
|
63K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
23KNew |
$1.87M - $2.17M
|
23K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.86% |
$81.5 - $94.2
|
117
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
113KNew |
$9.22M - $10.7M
|
113K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
9.32KNew |
$760K - $878K
|
9.32K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.4K- 36.21% |
$930K - $1.07M
|
20.1K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
CALL |
-42.3K- 88.31% |
$3.45M - $3.98M
|
5.6K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.72KNew |
$222K - $256K
|
2.72K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
24.9KNew |
$2.03M - $2.34M
|
24.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.8KNew |
$146K - $169K
|
1.8K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.82KNew |
$637K - $736K
|
7.82K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$16.3K - $18.8K
|
200
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$1.14K - $1.32K
|
14
$1.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 4.76% |
$81.5 - $94.2
|
22
$1.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 14.53% |
$1.39K - $1.6K
|
100
$9.06K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
242New |
$19.7K - $22.8K
|
242
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.47KNew |
$201K - $232K
|
2.47K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15KNew |
$1.22M - $1.41M
|
15K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12K- 9.9% |
$980K - $1.13M
|
109K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 28.82% |
$912K - $1.05M
|
27.6K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
23.1K+ 28.88% |
$1.88M - $2.17M
|
103K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-56- 0.38% |
$4.56K - $5.27K
|
14.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.09% |
$5.79K - $6.68K
|
3.47K
$314K
|
|