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 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$24.4K - $27.4K
|
400
$36.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
196New |
$12K - $13.4K
|
196
$17.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-400- 8.51% |
$24.4K - $27.4K
|
4.3K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.35KNew |
$265K - $298K
|
4.35K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-73Closed |
$4.46K - $5.01K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-200Closed |
$12.2K - $13.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-25.7KClosed |
$1.57M - $1.76M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-41.1KClosed |
$2.51M - $2.82M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-20.8KClosed |
$1.27M - $1.43M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-250Closed |
$15.3K - $17.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.47KClosed |
$89.8K - $101K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
820New |
$50.1K - $56.2K
|
820
$74.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.91KClosed |
$361K - $405K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
105New |
$6.42K - $7.2K
|
105
$9.51K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-240Closed |
$14.7K - $16.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.27KClosed |
$200K - $224K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
PUT |
-4.8KClosed |
$293K - $329K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Coann Capital LLC
Westport, CT |
SELL
|
- |
-129KClosed |
$7.85M - $8.81M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.1KNew |
$189K - $213K
|
3.1K
$281K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.16KNew |
$254K - $285K
|
4.16K
$377K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-54.9KClosed |
$3.35M - $3.77M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-626Closed |
$38.2K - $42.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-71.2KClosed |
$4.35M - $4.88M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20- 2.17% |
$1.22K - $1.37K
|
900
$81.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.55KClosed |
$217K - $243K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 71.43% |
$306 - $343
|
2
$181
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-5.7KClosed |
$348K - $391K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-173Closed |
$10.6K - $11.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-260Closed |
$15.9K - $17.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.48KClosed |
$90.1K - $101K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-266Closed |
$16.3K - $18.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$428 - $480
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.13KClosed |
$375K - $421K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.79K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1KClosed |
$61.1K - $68.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-272Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$855 - $960
|
4.37K
$395K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.17K - $6.93K
|
101
$9.15K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
4.2KNew |
$257K - $288K
|
4.2K
$380K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-3.62K- 97.71% |
$221K - $248K
|
85
$7.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
3.14KNew |
$192K - $215K
|
3.14K
$284K
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.78KClosed |
$232K - $254K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-1.4K- 70.0% |
$85.9K - $94.2K
|
600
$54.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-914Closed |
$56.1K - $61.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.78KClosed |
$293K - $322K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-22.3KClosed |
$1.37M - $1.5M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-525Closed |
$32.2K - $35.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3.54KClosed |
$217K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-51Closed |
$3.13K - $3.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|