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 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$361K - $426K
|
5.31K
$481K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.14K+ 4.59% |
$77.7K - $91.6K
|
26.1K
$2.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
167+ 0.36% |
$11.4K - $13.4K
|
46.9K
$4.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
165+ 5.56% |
$11.2K - $13.2K
|
3.13K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-55- 0.54% |
$3.74K - $4.41K
|
10.2K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
323KNew |
$22M - $25.9M
|
323K
$29.3M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-270- 2.37% |
$18.4K - $21.6K
|
11.1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.8KNew |
$258K - $305K
|
3.8K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.03% |
$408 - $481
|
17.3K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.97KClosed |
$406K - $478K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
58+ 0.04% |
$3.94K - $4.65K
|
154K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
10.8KNew |
$737K - $869K
|
10.8K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
25.2KNew |
$1.72M - $2.02M
|
25.2K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.92K- 4.25% |
$130K - $154K
|
43.3K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.05K+ 248.53% |
$615K - $725K
|
12.7K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.1KNew |
$346K - $408K
|
5.1K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
700New |
$47.6K - $56.1K
|
700
$63.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42.6K+ 26.19% |
$2.9M - $3.41M
|
205K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
846+ 7.43% |
$57.5K - $67.8K
|
12.2K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
4KNew |
$272K - $321K
|
4K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.1K+ 112.05% |
$825K - $972K
|
22.9K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$13.6M - $16M
|
200K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-12.1K- 98.47% |
$821K - $968K
|
188
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
481+ 7.43% |
$32.7K - $38.6K
|
6.95K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
16.6KNew |
$1.13M - $1.33M
|
16.6K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
7.1KNew |
$483K - $569K
|
7.1K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
300+ 9.07% |
$20.4K - $24K
|
3.61K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-593- 5.38% |
$40.3K - $47.5K
|
10.4K
$945K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
842+ 4.33% |
$57.3K - $67.5K
|
20.3K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-535- 49.22% |
$36.4K - $42.9K
|
552
$50K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-982- 3.32% |
$66.8K - $78.7K
|
28.6K
$2.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29+ 47.54% |
$1.97K - $2.32K
|
90
$8.15K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.1KNew |
$347K - $409K
|
5.1K
$462K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 9.52% |
$27.2K - $32.1K
|
3.8K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 88.16% |
$23.8K - $28.1K
|
47
$4.26K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11+ 0.83% |
$748 - $882
|
1.34K
$121K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.07KNew |
$72.4K - $85.4K
|
1.07K
$96.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
200New |
$13.6K - $16K
|
200
$18.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-765- 19.06% |
$52K - $61.3K
|
3.25K
$294K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
91+ 0.95% |
$6.19K - $7.29K
|
9.67K
$876K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
17+ 0.3% |
$1.16K - $1.36K
|
5.7K
$516K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 2.59% |
$6.8K - $8.02K
|
3.76K
$341K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.75% |
$68 - $80.2
|
58
$5.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.64% |
$1.77K - $2.08K
|
4.1K
$371K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.28K- 1.17% |
$155K - $183K
|
192K
$17.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.72K- 47.95% |
$185K - $218K
|
2.95K
$267K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$833K - $981K
|
12.2K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-510- 10.55% |
$34.7K - $40.9K
|
4.32K
$392K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
65New |
$4.42K - $5.21K
|
65
$5.89K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
78+ 1.53% |
$5.3K - $6.25K
|
5.17K
$469K
|
|