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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-425- 9.11% |
$34.6K - $40K
|
4.24K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
424New |
$34.6K - $39.9K
|
424
$38.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.92K- 76.9% |
$238K - $275K
|
876
$79.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.11K- 99.8% |
$742K - $857K
|
18
$1.63K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
190+ 2.89% |
$15.5K - $17.9K
|
6.77K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$163 - $188
|
2.51K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 0.96% |
$8.15K - $9.42K
|
10.3K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
541+ 12.03% |
$44.1K - $50.9K
|
5.04K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$14.7K - $16.9K
|
180
$16.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.54% |
$9.7K - $11.2K
|
22.1K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
116New |
$9.45K - $10.9K
|
116
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.63KNew |
$459K - $530K
|
5.63K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
18New |
$1.47K - $1.69K
|
18
$1.63K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-95- 13.25% |
$7.74K - $8.94K
|
622
$56.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-34K- 98.55% |
$2.77M - $3.2M
|
500
$45.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.82K- 51.88% |
$719K - $831K
|
8.19K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-266K- 98.77% |
$21.7M - $25M
|
3.32K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 1.07% |
$4.08K - $4.71K
|
4.63K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$17.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450- 14.53% |
$36.7K - $42.4K
|
2.65K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 46.51% |
$8.15K - $9.42K
|
115
$10.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$660K - $763K
|
8.1K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
319New |
$26K - $30K
|
319
$28.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.8K+ 67.51% |
$309K - $357K
|
9.42K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.72K- 1.47% |
$222K - $256K
|
182K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4KNew |
$2.8M - $3.24M
|
34.4K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 0.94% |
$3.26K - $3.77K
|
4.23K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
475+ 12.61% |
$38.7K - $44.7K
|
4.24K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$81.5 - $94.2
|
1
$90.6
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$5.13K - $5.93K
|
63
$5.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$221K - $256K
|
2.72K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 2.61% |
$12.6K - $14.6K
|
5.78K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 50.0% |
$20.4K - $23.5K
|
750
$67.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-165- 4.15% |
$13.4K - $15.5K
|
3.81K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 7.19% |
$91.3K - $105K
|
14.5K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.07% |
$163 - $188
|
2.7K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.35% |
$4.08K - $4.71K
|
14.2K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 30.77% |
$16.3K - $18.8K
|
450
$40.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$815 - $942
|
10
$906
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-725- 45.45% |
$59.1K - $68.3K
|
870
$78.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 10.64% |
$40.8K - $47.1K
|
4.2K
$380K
|
|