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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
590+ 12.94% |
$48.1K - $55.5K
|
5.15K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-58- 1.2% |
$4.73K - $5.46K
|
4.76K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
484+ 5.15% |
$39.4K - $45.6K
|
9.88K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.48K- 18.95% |
$283K - $327K
|
14.9K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
47+ 0.1% |
$3.83K - $4.43K
|
46.5K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
505+ 5.69% |
$41.2K - $47.5K
|
9.38K
$783K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-355- 2.62% |
$28.9K - $33.4K
|
13.2K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$6.76K - $7.81K
|
4.8K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
523+ 6.6% |
$42.6K - $49.2K
|
8.45K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3K+ 102.92% |
$244K - $282K
|
5.91K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 1.69% |
$1.55K - $1.79K
|
1.1K
$92.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 0.19% |
$58.3K - $67.3K
|
367K
$30.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $282
|
23.5K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.96% |
$12.2K - $14.1K
|
3.64K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.28K- 6.63% |
$186K - $214K
|
32K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 0.65% |
$4.08K - $4.71K
|
7.72K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 2.32% |
$12.9K - $14.9K
|
6.96K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
162+ 5.13% |
$13.2K - $15.3K
|
3.32K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
495+ 0.72% |
$40.3K - $46.6K
|
69.4K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.2
|
8.31K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
977+ 38.66% |
$79.6K - $92K
|
3.5K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-111- 1.69% |
$9.05K - $10.5K
|
6.45K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-335- 1.16% |
$27.3K - $31.5K
|
28.6K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- -0.0% |
$245 - $282
|
61.5K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.75K+ 10.39% |
$142K - $165K
|
18.6K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-24- 0.25% |
$1.96K - $2.26K
|
9.64K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 12.92% |
$118K - $137K
|
9.77K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.96KNew |
$241K - $278K
|
2.96K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 1.7% |
$90.5K - $105K
|
64.3K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.54K- 3.05% |
$126K - $145K
|
49K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.01K- 3.45% |
$245K - $283K
|
84K
$7.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-599- 14.7% |
$48.8K - $56.4K
|
3.48K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.22K+ 3.4% |
$181K - $209K
|
67.7K
$5.65M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8+ 0.07% |
$652 - $753
|
11.1K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
757+ 0.93% |
$61.7K - $71.3K
|
81.7K
$6.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 5.0% |
$7.09K - $8.19K
|
1.83K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 3.62% |
$7.58K - $8.76K
|
2.67K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 1.71% |
$24K - $27.8K
|
17.6K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-71- 1.99% |
$5.79K - $6.68K
|
3.5K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.09K+ 9.69% |
$170K - $197K
|
23.7K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.99K- 55.24% |
$325K - $375K
|
3.23K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.6K+ 1.43% |
$294K - $339K
|
256K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
99+ 1.76% |
$8.07K - $9.32K
|
5.74K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$815 - $942
|
10
$835
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
831+ 4.07% |
$67.7K - $78.2K
|
21.2K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-314- 2.67% |
$25.6K - $29.6K
|
11.5K
$957K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 17.79% |
$96.7K - $112K
|
5.48K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21+ 0.1% |
$1.71K - $1.98K
|
20.2K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-60- 1.68% |
$4.89K - $5.65K
|
3.51K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.35K+ 13.68% |
$110K - $127K
|
11.2K
$937K
|