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 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$15.9K - $18.1K
|
250
$22.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.41KNew |
$89.4K - $102K
|
1.41K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.1KNew |
$1.15M - $1.31M
|
18.1K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-48.9KClosed |
$3.1M - $3.53M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
29.2K+ 2.59% |
$1.85M - $2.11M
|
1.16M
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
54.1KNew |
$3.43M - $3.91M
|
54.1K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.48KNew |
$221K - $252K
|
3.48K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-614- 38.84% |
$39K - $44.4K
|
967
$86.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.13K+ 108.04% |
$71.6K - $81.6K
|
2.17K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
508New |
$32.2K - $36.7K
|
508
$45.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-842- 6.73% |
$53.4K - $60.8K
|
11.7K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.83KNew |
$243K - $277K
|
3.83K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-14.6K- 83.59% |
$925K - $1.05M
|
2.86K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
146K+ 67.9% |
$9.25M - $10.5M
|
360K
$32.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
75.3KNew |
$4.78M - $5.44M
|
75.3K
$6.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.04KNew |
$193K - $220K
|
3.04K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.9K- 33.56% |
$121K - $137K
|
3.76K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-4.4K- 50.0% |
$279K - $318K
|
4.4K
$393K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
146+ 2.35% |
$9.26K - $10.5K
|
6.35K
$568K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 35.42% |
$108K - $123K
|
3.1K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-46- 1.43% |
$2.92K - $3.32K
|
3.16K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
110New |
$6.98K - $7.95K
|
110
$9.83K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $234K
|
3.24K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32.5KNew |
$2.06M - $2.35M
|
32.5K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-1.3K- 13.54% |
$82.5K - $93.9K
|
8.3K
$742K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.6KNew |
$228K - $260K
|
3.6K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.26K+ 2.62% |
$79.8K - $90.9K
|
49.4K
$4.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 7.61% |
$23.3K - $26.5K
|
5.19K
$464K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.29K- 4.46% |
$336K - $383K
|
113K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13- 0.09% |
$825 - $939
|
15.3K
$1.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$266K - $303K
|
4.2K
$375K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-782- 6.31% |
$49.6K - $56.5K
|
11.6K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
877New |
$55.6K - $63.4K
|
877
$78.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
754New |
$47.8K - $54.5K
|
754
$67.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-550- 64.71% |
$34.9K - $39.7K
|
300
$26.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-438- 91.82% |
$27.8K - $31.6K
|
39
$3.49K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$256K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
153+ 6.89% |
$9.71K - $11.1K
|
2.37K
$212K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$285K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
140New |
$8.88K - $10.1K
|
140
$12.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 59.93% |
$213K - $243K
|
2.25K
$201K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
142+ 3.26% |
$9.01K - $10.3K
|
4.5K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-296- 1.2% |
$18.8K - $21.4K
|
24.3K
$2.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
17+ 0.32% |
$1.08K - $1.23K
|
5.4K
$482K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 75.17% |
$580K - $661K
|
3.02K
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.99K- 98.03% |
$126K - $144K
|
40
$3.57K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
169New |
$10.7K - $12.2K
|
169
$15.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.09% |
$2.92K - $3.32K
|
4.19K
$375K
|