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, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5+ 0.06% |
$327 - $383
|
8.54K
$774K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-301Closed |
$19.7K - $23K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-300- 9.09% |
$19.6K - $23K
|
3K
$272K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
300+ 5.38% |
$19.6K - $23K
|
5.88K
$532K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
156+ 2228.57% |
$10.2K - $11.9K
|
163
$14.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
24.5K+ 332.05% |
$1.6M - $1.88M
|
31.9K
$2.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.67K+ 52.68% |
$305K - $357K
|
13.5K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126+ 4.49% |
$8.24K - $9.64K
|
2.93K
$265K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-140- 3.67% |
$9.15K - $10.7K
|
3.68K
$333K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.87KNew |
$187K - $219K
|
2.87K
$260K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-462- 13.48% |
$30.2K - $35.3K
|
2.97K
$269K
|
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.88KClosed |
$188K - $221K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-250Closed |
$16.3K - $19.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-118KClosed |
$7.7M - $9.01M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-152KClosed |
$9.93M - $11.6M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2- 2.11% |
$131 - $153
|
93
$8.42K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
265+ 2.26% |
$17.3K - $20.3K
|
12K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.31KClosed |
$85.5K - $100K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-202- 11.03% |
$13.2K - $15.5K
|
1.63K
$148K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-162Closed |
$10.6K - $12.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-5- 0.16% |
$327 - $383
|
3.07K
$278K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-202- 0.48% |
$13.2K - $15.5K
|
42.1K
$3.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-3.25KClosed |
$213K - $249K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-4.54K- 46.71% |
$297K - $348K
|
5.19K
$470K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
3.05KNew |
$199K - $233K
|
3.05K
$276K
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$219K - $257K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.21K+ 21.49% |
$210K - $246K
|
18.1K
$1.64M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-308- 34.41% |
$20.1K - $23.6K
|
587
$53.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2K- 88.89% |
$131K - $153K
|
250
$22.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.13K- 6.64% |
$205K - $240K
|
44K
$3.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.25K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143Closed |
$9.35K - $10.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
26+ 0.86% |
$1.7K - $1.99K
|
3.04K
$275K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.85KNew |
$187K - $218K
|
2.85K
$259K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-50Closed |
$3.27K - $3.83K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.78KClosed |
$182K - $212K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.62K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-17.8KClosed |
$1.16M - $1.36M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-4.62KClosed |
$302K - $354K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-24KClosed |
$1.57M - $1.83M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-16.9KClosed |
$1.11M - $1.29M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$131K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$6.97K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-472Closed |
$30.9K - $36.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.96KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-9.9KClosed |
$647K - $757K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 26.92% |
$458K - $536K
|
33K
$2.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$16.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$52.3K - $61.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.45KNew |
$226K - $264K
|
3.45K
$313K
|
|