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 11, 2021
Q4 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-9.87KClosed |
$539K - $633K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-150Closed |
$8.19K - $9.63K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-609Closed |
$33.3K - $39.1K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.05KClosed |
$221K - $260K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.36KClosed |
$293K - $344K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.62KClosed |
$526K - $618K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-350Closed |
$19.1K - $22.5K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.73KClosed |
$204K - $239K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-150Closed |
$8.19K - $9.63K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1KNew |
$54.6K - $64.2K
|
1K
$84.6K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.32KClosed |
$72.2K - $84.8K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16.7KClosed |
$913K - $1.07M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Guild Investment Management, Inc.
|
SELL
|
- |
-49.5KClosed |
$2.7M - $3.18M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.46KClosed |
$243K - $286K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-8.02K- 24.2% |
$438K - $515K
|
25.1K
$2.12M
|
|
Q3 2020 | |||||||
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$103 - $112
|
1.98K
$168K
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-115Closed |
$5.93K - $6.41K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$284K - $307K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.35KClosed |
$121K - $131K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3.7KClosed |
$191K - $206K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-7KClosed |
$361K - $390K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11.7KClosed |
$604K - $654K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Steph & CO
|
BUY
|
- |
140New |
$7.22K - $7.81K
|
140
$11.8K
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-41Closed |
$2.11K - $2.29K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
SELL
|
- |
-2.32KClosed |
$120K - $129K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-250Closed |
$12.9K - $13.9K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-17.6KClosed |
$908K - $982K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-507Closed |
$26.1K - $28.3K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-12.5KClosed |
$645K - $698K
|
0
$0
|
|
Oct 02, 2020
Q3 2020
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.07KClosed |
$261K - $283K
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.55K - $1.67K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-631- 3.84% |
$31.6K - $38.1K
|
15.8K
$1.34M
|
|
Feb 24, 2021
Q2 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.39KClosed |
$220K - $265K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.5KClosed |
$75.2K - $90.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-34Closed |
$1.7K - $2.05K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-9.06KClosed |
$454K - $547K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-610KClosed |
$30.6M - $36.8M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-4.01KClosed |
$201K - $242K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-22.8KClosed |
$1.14M - $1.37M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Compton Capital Management Inc
|
BUY
|
- |
300+ 6.45% |
$15K - $18.1K
|
4.95K
$419K
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-52.1KClosed |
$2.61M - $3.14M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-21Closed |
$1.05K - $1.27K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-53.1KClosed |
$2.66M - $3.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
702New |
$35.2K - $42.4K
|
702
$59.4K
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-62.4KClosed |
$3.13M - $3.77M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.7KClosed |
$537K - $646K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-302Closed |
$15.1K - $18.2K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-5.26KClosed |
$264K - $317K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.98KClosed |
$199K - $240K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
37New |
$1.86K - $2.23K
|
37
$3.13K
|