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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-196K- 79.18% |
$17.8M - $18.8M
|
51.6K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
186+ 1.23% |
$16.9K - $17.9K
|
15.3K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
49.9KNew |
$4.53M - $4.79M
|
49.9K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.4K+ 10.71% |
$1.4M - $1.48M
|
160K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.05KNew |
$187K - $197K
|
2.05K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.35K- 1.1% |
$213K - $225K
|
211K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.18KNew |
$108K - $114K
|
1.18K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
10K+ 882.89% |
$909K - $961K
|
11.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
185KNew |
$16.8M - $17.7M
|
185K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.18% |
$90.8 - $96
|
557
$50.5K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.39K+ 0.01% |
$762K - $805K
|
59.1M
$5.36B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
157K+ 108.67% |
$14.2M - $15M
|
301K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-9.2K- 19.41% |
$836K - $883K
|
38.2K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-380K- 33.99% |
$34.5M - $36.5M
|
738K
$66.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
570+ 0.22% |
$51.8K - $54.7K
|
261K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.3K+ 2.32% |
$1.75M - $1.85M
|
851K
$77.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33+ 0.23% |
$3K - $3.17K
|
14.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.18K- 1.29% |
$107K - $113K
|
90.6K
$8.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
310K+ 65.46% |
$28.2M - $29.8M
|
784K
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
300+ 1.08% |
$27.2K - $28.8K
|
28K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.54K- 0.05% |
$140K - $148K
|
3.05M
$276M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-36- 3.13% |
$3.27K - $3.46K
|
1.11K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
148+ 0.11% |
$13.4K - $14.2K
|
136K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
28+ 0.81% |
$2.54K - $2.69K
|
3.5K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
218+ 1.39% |
$19.8K - $20.9K
|
15.9K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
175+ 4.1% |
$15.9K - $16.8K
|
4.45K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.64K+ 9.46% |
$603K - $638K
|
76.9K
$6.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-538- 0.32% |
$48.9K - $51.6K
|
167K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 1.68% |
$952K - $1.01M
|
635K
$57.5M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-750K- 17.88% |
$68.2M - $72M
|
3.45M
$312M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.2K- 3.29% |
$1.75M - $1.85M
|
565K
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
180+ 0.76% |
$16.3K - $17.3K
|
23.9K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.57K- 11.57% |
$688K - $727K
|
57.8K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46K+ 5.81% |
$133K - $140K
|
26.6K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-712K- 11.06% |
$64.7M - $68.4M
|
5.73M
$519M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-14- 0.01% |
$1.27K - $1.34K
|
104K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24.1K+ 5.66% |
$2.19M - $2.32M
|
451K
$40.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
272+ 1.8% |
$24.7K - $26.1K
|
15.4K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.2K+ 33.93% |
$290K - $307K
|
12.6K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
191+ 1.89% |
$17.3K - $18.3K
|
10.3K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 6.12% |
$2.18M - $2.3M
|
368K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-564- 1.44% |
$51.2K - $54.1K
|
38.7K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.14K- 2.24% |
$467K - $493K
|
224K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.19% |
$454 - $480
|
2.69K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-899- 1.04% |
$81.7K - $86.3K
|
85.6K
$7.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-24.2K- 10.71% |
$2.2M - $2.32M
|
202K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 13.76% |
$1.04M - $1.1M
|
95.1K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$975K - $1.03M
|
10.7K
$972K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.02MNew |
$92.4M - $97.7M
|
1.02M
$92.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.5M+ 65.6% |
$1.04B - $1.1B
|
29M
$2.63B
|
|