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 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 88.16% |
$23.8K - $28.1K
|
47
$4.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11+ 0.83% |
$748 - $882
|
1.34K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.82K+ 151.17% |
$396K - $466K
|
9.67K
$864K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.07KNew |
$72.4K - $85.4K
|
1.07K
$95.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
200New |
$13.6K - $16K
|
200
$17.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-765- 19.06% |
$52K - $61.3K
|
3.25K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
91+ 0.95% |
$6.19K - $7.29K
|
9.67K
$864K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
17+ 0.3% |
$1.16K - $1.36K
|
5.7K
$509K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 2.59% |
$6.8K - $8.02K
|
3.76K
$336K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.75% |
$68 - $80.2
|
58
$5.18K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.64% |
$1.77K - $2.08K
|
4.1K
$366K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.22KNew |
$151K - $178K
|
2.22K
$199K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.28K- 1.17% |
$155K - $183K
|
192K
$17.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.72K- 47.95% |
$185K - $218K
|
2.95K
$264K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$833K - $981K
|
12.2K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-510- 10.55% |
$34.7K - $40.9K
|
4.32K
$386K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
65New |
$4.42K - $5.21K
|
65
$5.81K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
78+ 1.53% |
$5.3K - $6.25K
|
5.17K
$462K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8.84KNew |
$601K - $708K
|
8.84K
$790K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.95KNew |
$201K - $236K
|
2.95K
$264K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
3.88KNew |
$264K - $311K
|
3.88K
$347K
|
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1.15K- 11.11% |
$78.2K - $92.2K
|
9.2K
$822K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
32.4KNew |
$2.2M - $2.59M
|
32.4K
$2.89M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.25KNew |
$221K - $261K
|
3.25K
$291K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-644- 13.62% |
$43.8K - $51.6K
|
4.09K
$365K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
7.67K+ 153320.0% |
$521K - $615K
|
7.67K
$685K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.47KNew |
$576K - $679K
|
8.47K
$757K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
93+ 0.55% |
$6.32K - $7.45K
|
17.2K
$1.53M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.9KNew |
$879K - $1.04M
|
12.9K
$1.16M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-376- 0.72% |
$25.6K - $30.1K
|
51.9K
$4.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-2.89KClosed |
$196K - $232K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
588New |
$40K - $47.1K
|
588
$52.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-286- 5.7% |
$19.4K - $22.9K
|
4.73K
$423K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.18K- 8.88% |
$148K - $174K
|
22.3K
$1.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
487+ 6.32% |
$33.1K - $39K
|
8.19K
$732K
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.35K- 19.71% |
$91.9K - $108K
|
5.51K
$492K
|
|
| Q2 2022 | |||||||
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.42KNew |
$289K - $338K
|
4.42K
$395K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
670+ 11.62% |
$43.8K - $51.3K
|
6.43K
$575K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.22KClosed |
$407K - $476K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$2.88K - $3.37K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 0.09% |
$2.68K - $3.14K
|
45.5K
$4.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-350- 6.09% |
$22.9K - $26.8K
|
5.4K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-226K- 38.93% |
$14.7M - $17.3M
|
354K
$31.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.26K- 59.57% |
$279K - $326K
|
2.89K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-958Closed |
$62.6K - $73.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-3.4KClosed |
$222K - $260K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1KClosed |
$658K - $770K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-20KClosed |
$1.31M - $1.53M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-104- 12.81% |
$6.8K - $7.96K
|
708
$63.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-89- 1.34% |
$5.82K - $6.81K
|
6.55K
$585K
|
|