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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Canal Insurance CO
|
BUY
|
- |
10K+ 100.0% |
$605K - $664K
|
20K
$1.68M
|
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-800- 16.49% |
$48.4K - $53.1K
|
4.05K
$340K
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
103+ 21.24% |
$6.23K - $6.84K
|
588
$49.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-48Closed |
$2.9K - $3.19K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-176Closed |
$10.6K - $11.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.21KClosed |
$315K - $346K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-4.05KClosed |
$245K - $269K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-20.8KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-134Closed |
$8.1K - $8.9K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-249Closed |
$15.1K - $16.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338Closed |
$20.4K - $22.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.53KClosed |
$576K - $633K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.4KClosed |
$266K - $293K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.34KClosed |
$444K - $488K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.44KClosed |
$208K - $229K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.08KClosed |
$488K - $537K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-525Closed |
$31.7K - $34.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.9KClosed |
$296K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
89.6KNew |
$5.42M - $5.95M
|
89.6K
$7.53M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.71KClosed |
$103K - $114K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$12.1K - $13.3K
|
200
$16.8K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-3.91KClosed |
$222K - $244K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-850Closed |
$48.2K - $53K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-11.7KClosed |
$666K - $732K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ossiam
Paris, I0 |
SELL
|
- |
-22.2KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-334Closed |
$18.9K - $20.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.35KClosed |
$76.5K - $84.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.4KClosed |
$79.4K - $87.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.56KClosed |
$258K - $284K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.53KClosed |
$200K - $220K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-25.1KClosed |
$1.42M - $1.56M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-146KClosed |
$8.26M - $9.08M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-659Closed |
$37.4K - $41.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-213K- 67.84% |
$12.1M - $13.3M
|
101K
$8.49M
|
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100Closed |
$5.67K - $6.23K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-20.5KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-2.46KClosed |
$140K - $153K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.86KNew |
$105K - $116K
|
1.86K
$156K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-4.78KClosed |
$271K - $298K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.19KClosed |
$67.4K - $74K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-4Closed |
$227 - $249
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-9.54KClosed |
$541K - $594K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$567 - $623
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-500Closed |
$28.4K - $31.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.56KClosed |
$202K - $222K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-673Closed |
$38.2K - $41.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.66KClosed |
$94.4K - $104K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.78KClosed |
$498K - $547K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.75KClosed |
$99.4K - $109K
|
0
$0
|
|