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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
156+ 2.39% |
$12.7K - $14.7K
|
6.68K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
376+ 8.55% |
$30.6K - $35.4K
|
4.78K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 1.73% |
$18.3K - $21.2K
|
12.8K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.35% |
$4.08K - $4.71K
|
14.2K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-640- 13.34% |
$52.2K - $60.3K
|
4.16K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
444+ 11.07% |
$36.2K - $41.8K
|
4.46K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
627KNew |
$51.1M - $59M
|
627K
$52.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 8.19% |
$21K - $24.3K
|
2.89K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 0.37% |
$4.08K - $4.71K
|
13.7K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
522+ 11.38% |
$42.5K - $49.1K
|
5.11K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.8KNew |
$309K - $357K
|
3.8K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.33% |
$2.61K - $3.01K
|
9.65K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
6.94KNew |
$565K - $653K
|
6.94K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.07K+ 7.48% |
$86.9K - $100K
|
15.3K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 6.95% |
$826K - $955K
|
156K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-9.48K- 43.73% |
$773K - $893K
|
12.2K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
53+ 0.38% |
$4.32K - $4.99K
|
13.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-760- 0.96% |
$61.9K - $71.6K
|
78.3K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.64K- 2.11% |
$297K - $343K
|
169K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.96% |
$29K - $33.5K
|
37.3K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.95% |
$2.28K - $2.64K
|
2.97K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 15.08% |
$8.15K - $9.42K
|
763
$63.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-752- 16.29% |
$61.3K - $70.8K
|
3.86K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.04% |
$408 - $471
|
12.3K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
126+ 23.12% |
$10.3K - $11.9K
|
671
$56K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
255+ 7.07% |
$20.8K - $24K
|
3.86K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
229+ 9.34% |
$18.7K - $21.6K
|
2.68K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-224- 4.27% |
$18.3K - $21.1K
|
5.03K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 30.77% |
$16.3K - $18.8K
|
450
$37.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.29K+ 0.6% |
$186K - $215K
|
381K
$31.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-230- 2.22% |
$18.7K - $21.7K
|
10.1K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-122- 0.93% |
$9.94K - $11.5K
|
13.1K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-244K- 85.2% |
$19.8M - $22.9M
|
42.3K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36+ 2.25% |
$2.93K - $3.39K
|
1.64K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
255+ 0.49% |
$20.8K - $24K
|
52K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-810- 0.94% |
$66K - $76.3K
|
85.7K
$7.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-75- 0.47% |
$6.11K - $7.06K
|
16K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44K+ 15.68% |
$362K - $418K
|
32.8K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-402- 1.73% |
$32.8K - $37.8K
|
22.9K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 27.22% |
$174K - $201K
|
5.71K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-450- 3.11% |
$36.7K - $42.4K
|
14K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26- 1.01% |
$2.12K - $2.45K
|
2.54K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.16% |
$408 - $471
|
3.08K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
62+ 0.62% |
$5.05K - $5.84K
|
10.1K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.09KNew |
$415K - $479K
|
5.09K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-41- 0.7% |
$3.34K - $3.86K
|
5.82K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.14K+ 117.03% |
$174K - $201K
|
3.96K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 18.91% |
$415K - $479K
|
32K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.82% |
$1.71K - $1.98K
|
2.58K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$106K
|