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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.8KNew |
$384K - $419K
|
5.8K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.09K+ 6.41% |
$205K - $223K
|
51.3K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.84KNew |
$254K - $277K
|
3.84K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
76.8KNew |
$5.09M - $5.55M
|
76.8K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-55- 1.4% |
$3.64K - $3.97K
|
3.88K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39+ 1.01% |
$2.58K - $2.82K
|
3.9K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-289- 8.08% |
$19.1K - $20.9K
|
3.29K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$861 - $939
|
5.39K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 64.59% |
$681K - $742K
|
5.63K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
151+ 3.73% |
$10K - $10.9K
|
4.19K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-406- 0.91% |
$26.9K - $29.3K
|
44K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 3.47% |
$19.9K - $21.7K
|
8.34K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-128K- 81.56% |
$8.51M - $9.28M
|
29K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.6K- 7.52% |
$1.1M - $1.2M
|
205K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85.8K+ 72.64% |
$5.68M - $6.2M
|
204K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
408+ 47.17% |
$27K - $29.5K
|
1.27K
$115K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.12KNew |
$74.3K - $81K
|
1.12K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
7KNew |
$464K - $506K
|
7K
$634K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-786- 0.28% |
$52.1K - $56.8K
|
276K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78K+ 9.56% |
$5.16M - $5.63M
|
893K
$80.9M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.43KNew |
$359K - $392K
|
5.43K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84.5KNew |
$5.6M - $6.1M
|
84.5K
$7.65M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$66.3 - $72.2
|
5.14K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.51% |
$729 - $795
|
2.16K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$90.6K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.76K+ 0.4% |
$249K - $272K
|
933K
$84.5M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-316- 9.81% |
$20.9K - $22.8K
|
2.91K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-169- 5.57% |
$11.2K - $12.2K
|
2.87K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
35+ 0.82% |
$2.32K - $2.53K
|
4.29K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-700- 22.8% |
$46.4K - $50.6K
|
2.37K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-979- 1.95% |
$64.9K - $70.7K
|
49.2K
$4.45M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$1.48M - $1.62M
|
22.4K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-9.42K- 62.93% |
$624K - $681K
|
5.55K
$503K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.1% |
$26.5K - $28.9K
|
18.6K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-258- 4.16% |
$17.1K - $18.6K
|
5.95K
$539K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.54KNew |
$102K - $111K
|
1.54K
$139K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
203+ 101.5% |
$13.4K - $14.7K
|
403
$36.5K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.4K- 28.55% |
$92.7K - $101K
|
3.5K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-519- 13.25% |
$34.4K - $37.5K
|
3.4K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
60KNew |
$3.98M - $4.33M
|
60K
$5.43M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.05K- 16.15% |
$69.6K - $75.9K
|
5.45K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.35KNew |
$288K - $314K
|
4.35K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
553New |
$36.6K - $39.9K
|
553
$50.1K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-200- 3.31% |
$13.3K - $14.4K
|
5.84K
$529K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.41% |
$183K - $200K
|
53.9K
$4.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.6K+ 15.25% |
$172K - $188K
|
19.6K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.19% |
$66.3 - $72.2
|
85
$7.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7.7K- 29.41% |
$510K - $556K
|
18.5K
$1.67M
|
|