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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-185- 0.99% |
$15.1K - $17.4K
|
18.5K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.5KNew |
$530K - $612K
|
6.5K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
2.04K+ 5.13% |
$166K - $192K
|
41.8K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.72K+ 8.95% |
$140K - $162K
|
21K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.8% |
$4.89K - $5.65K
|
7.58K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-90- 3.54% |
$7.34K - $8.47K
|
2.46K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-213- 1.96% |
$17.4K - $20.1K
|
10.6K
$888K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 2.28% |
$102K - $118K
|
53.9K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-725- 45.45% |
$59.1K - $68.3K
|
870
$72.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 6.37% |
$21K - $24.3K
|
4.31K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 45.08% |
$1.53M - $1.77M
|
60.5K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14+ 0.03% |
$1.14K - $1.32K
|
40.7K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
968+ 9.73% |
$78.9K - $91.1K
|
10.9K
$911K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
18+ 0.04% |
$1.47K - $1.69K
|
41.3K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.3% |
$10K - $11.6K
|
40.9K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
310New |
$25.3K - $29.2K
|
310
$25.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.01K+ 4.82% |
$409K - $472K
|
109K
$9.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-880- 5.73% |
$71.7K - $82.9K
|
14.5K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.43K+ 2.76% |
$443K - $512K
|
202K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.89K- 2.56% |
$480K - $555K
|
224K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11+ 0.32% |
$897 - $1.04K
|
3.47K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.99K+ 3.55% |
$488K - $564K
|
175K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-8- 0.03% |
$652 - $753
|
24.4K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-570- 7.47% |
$46.5K - $53.7K
|
7.06K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-299- 8.71% |
$24.4K - $28.2K
|
3.13K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 0.48% |
$571 - $659
|
1.47K
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.9% |
$16.6K - $19.2K
|
5.44K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
572+ 10.59% |
$46.6K - $53.9K
|
5.97K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.88KNew |
$316K - $365K
|
3.88K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-723- 3.16% |
$58.9K - $68.1K
|
22.2K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 2.0% |
$7.01K - $8.1K
|
4.21K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
92+ 1.56% |
$7.5K - $8.66K
|
5.98K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.14% |
$652 - $753
|
5.85K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-200- 2.17% |
$16.3K - $18.8K
|
9.01K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.2% |
$1.06K - $1.22K
|
6.54K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.12K- 5.64% |
$91K - $105K
|
18.7K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
280+ 1.61% |
$22.8K - $26.4K
|
17.7K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
628+ 3.82% |
$51.2K - $59.1K
|
17.1K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-540- 1.35% |
$44K - $50.8K
|
39.4K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-37- 0.19% |
$3.02K - $3.48K
|
19.6K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.31K- 1.72% |
$188K - $217K
|
132K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 1.44% |
$11.7K - $13.5K
|
10.1K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
287+ 1.06% |
$23.4K - $27K
|
27.3K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-200- 11.45% |
$16.3K - $18.8K
|
1.55K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-183K- 88.27% |
$14.9M - $17.2M
|
24.3K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 23.42% |
$1.03M - $1.19M
|
41.4K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 18.3% |
$16.3K - $18.8K
|
1.29K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 10.64% |
$40.8K - $47.1K
|
4.2K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 0.3% |
$1.55K - $1.79K
|
6.3K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-43- 0.17% |
$3.5K - $4.05K
|
25K
$2.08M
|