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 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-8.83KClosed |
$541K - $594K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.9KClosed |
$239K - $263K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.8KClosed |
$540K - $592K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
249New |
$15.3K - $16.8K
|
249
$22.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-23.3KClosed |
$1.43M - $1.57M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-3.39KClosed |
$208K - $228K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$309K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 1.47% |
$3.68K - $4.04K
|
4.01K
$363K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.28KClosed |
$263K - $288K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-680Closed |
$41.7K - $45.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-100Closed |
$6.13K - $6.73K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.09% |
$613 - $673
|
11.5K
$1.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$18.4K - $20.2K
|
300
$27.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.87KClosed |
$237K - $260K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.32KClosed |
$204K - $223K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$276K - $303K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.13K - $6.73K
|
100
$9.06K
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-12KClosed |
$736K - $808K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$299K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.78KClosed |
$355K - $389K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-241KClosed |
$14.8M - $16.2M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$12.3K - $13.5K
|
200
$18.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.38KNew |
$269K - $295K
|
4.38K
$397K
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-4.09KClosed |
$251K - $275K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
2KNew |
$123K - $135K
|
2K
$181K
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5KClosed |
$399K - $438K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-522Closed |
$32K - $35.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.07KClosed |
$65.7K - $72.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
12.8K+ 142.22% |
$785K - $862K
|
21.8K
$1.97M
|
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.7KClosed |
$288K - $316K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-4.19KClosed |
$257K - $282K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
205+ 41.0% |
$12.6K - $13.8K
|
705
$63.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-523- 82.23% |
$32.1K - $35.2K
|
113
$10.2K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-159Closed |
$9.75K - $10.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2K+ 81.97% |
$121K - $133K
|
4.44K
$402K
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-477Closed |
$28.8K - $31.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-822Closed |
$49.7K - $54.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.32KClosed |
$201K - $220K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10.5KClosed |
$637K - $699K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
46.6KNew |
$2.82M - $3.1M
|
46.6K
$4.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.6KClosed |
$217K - $239K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.53KClosed |
$515K - $566K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.84KClosed |
$232K - $255K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-26KClosed |
$1.57M - $1.73M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.08KClosed |
$247K - $271K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
4KNew |
$242K - $266K
|
4K
$362K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-125Closed |
$7.56K - $8.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-591Closed |
$35.7K - $39.3K
|
0
$0
|
|