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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-59- 0.33% |
$3.91K - $4.26K
|
18.1K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-282- 39.0% |
$18.7K - $20.4K
|
441
$39.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.29K- 6.07% |
$151K - $165K
|
35.4K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-268- 2.5% |
$17.8K - $19.4K
|
10.5K
$947K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
257+ 1.0% |
$17K - $18.6K
|
25.8K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.78K- 26.02% |
$118K - $129K
|
5.06K
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-148- 2.86% |
$9.81K - $10.7K
|
5.02K
$455K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-213- 23.96% |
$14.1K - $15.4K
|
676
$61.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-21.7K- 98.64% |
$1.44M - $1.57M
|
300
$27.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 2.49% |
$4.37K - $4.77K
|
2.59K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
87+ 145.0% |
$5.76K - $6.28K
|
147
$13.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-125- 1.81% |
$8.28K - $9.03K
|
6.79K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-150- 1.9% |
$9.94K - $10.8K
|
7.75K
$702K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
156New |
$10.3K - $11.3K
|
156
$14.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.2K- 26.34% |
$212K - $231K
|
8.95K
$811K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$2.86M - $3.12M
|
43.2K
$3.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$47.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.99% |
$19.9K - $21.7K
|
9.73K
$882K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.01K- 34.29% |
$199K - $217K
|
5.77K
$522K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-89- 3.08% |
$5.9K - $6.43K
|
2.81K
$254K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.25KNew |
$329K - $384K
|
5.25K
$476K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
900New |
$56.4K - $65.8K
|
900
$81.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
379+ 13.69% |
$23.8K - $27.7K
|
3.15K
$285K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.4K+ 46500.0% |
$87.5K - $102K
|
1.4K
$127K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
443New |
$27.8K - $32.4K
|
443
$40.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
16.2KNew |
$1.01M - $1.18M
|
16.2K
$1.46M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-370- 6.6% |
$23.2K - $27K
|
5.24K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.42KNew |
$340K - $396K
|
5.42K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.23K- 2.58% |
$77.3K - $90.1K
|
46.6K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
25.7KNew |
$1.61M - $1.88M
|
25.7K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 2.19% |
$1.94K - $2.27K
|
1.39K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
813+ 6.91% |
$51K - $59.4K
|
12.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
3.03KNew |
$190K - $221K
|
3.03K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$224K - $261K
|
3.57K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$169K - $197K
|
2.7K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.05KNew |
$379K - $442K
|
6.05K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25.4KNew |
$1.59M - $1.85M
|
25.4K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-51.5K- 46.21% |
$3.23M - $3.76M
|
59.9K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.74K- 71.62% |
$548K - $639K
|
3.46K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
28KNew |
$1.76M - $2.05M
|
28K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.43M- 94.08% |
$89.6M - $104M
|
90K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 87.5% |
$307K - $358K
|
10.5K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$5.71K - $6.65K
|
91
$8.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
28.1KNew |
$1.76M - $2.05M
|
28.1K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
11.6KNew |
$727K - $848K
|
11.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
751New |
$47.1K - $54.9K
|
751
$68K
|
|