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 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.24K+ 49.8% |
$183K - $211K
|
6.74K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
924+ 1.92% |
$75.3K - $87K
|
49.2K
$4.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
200+ 3.4% |
$16.3K - $18.8K
|
6.09K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
152+ 1.16% |
$12.4K - $14.3K
|
13.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-225- 1.73% |
$18.3K - $21.2K
|
12.8K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-254- 0.26% |
$20.7K - $23.9K
|
96.5K
$8.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-110- 2.68% |
$8.97K - $10.4K
|
4K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-846- 26.44% |
$68.9K - $79.7K
|
2.35K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 2.02% |
$8.15K - $9.42K
|
4.86K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.06K- 1.05% |
$86.2K - $99.6K
|
99.7K
$8.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$96.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134+ 2.38% |
$10.9K - $12.6K
|
5.77K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
142+ 1.17% |
$11.6K - $13.4K
|
12.3K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 1.92% |
$16.6K - $19.2K
|
10.4K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
237+ 0.98% |
$19.3K - $22.3K
|
24.5K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.99KNew |
$325K - $375K
|
3.99K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-724- 89.94% |
$59K - $68.2K
|
81
$6.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
431+ 199.54% |
$35.1K - $40.6K
|
647
$54K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 6.23% |
$84.8K - $98K
|
17.8K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-67- 1.0% |
$5.46K - $6.31K
|
6.66K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-448- 3.28% |
$36.5K - $42.2K
|
13.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-49- 3.23% |
$3.99K - $4.61K
|
1.47K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.97K- 25.27% |
$242K - $280K
|
8.78K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-490- 14.46% |
$39.9K - $46.1K
|
2.9K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15- 0.34% |
$1.22K - $1.41K
|
4.44K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-143- 1.05% |
$11.7K - $13.5K
|
13.5K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
904+ 1.7% |
$73.7K - $85.1K
|
54.2K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-129- 1.27% |
$10.5K - $12.1K
|
10K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.14% |
$978 - $1.13K
|
8.81K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
134+ 2.5% |
$10.9K - $12.6K
|
5.49K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.06K+ 81.92% |
$168K - $194K
|
4.58K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 2.95% |
$13.3K - $15.3K
|
5.68K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
25.2K+ 9.42% |
$2.05M - $2.37M
|
293K
$24.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.09% |
$734 - $847
|
9.99K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$163 - $188
|
5.29K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.8K+ 6.66% |
$1.21M - $1.4M
|
238K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16.1K+ 153.39% |
$1.31M - $1.51M
|
26.5K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.25K- 9.8% |
$754K - $871K
|
85.1K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-301- 6.49% |
$24.5K - $28.3K
|
4.34K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.15K+ 1.43% |
$664K - $767K
|
576K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.23K- 3.57% |
$263K - $304K
|
87.2K
$7.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 15.19% |
$98.5K - $114K
|
9.16K
$765K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 16.85% |
$2.53K - $2.92K
|
153
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
103+ 1.99% |
$8.39K - $9.7K
|
5.28K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
37+ 1.03% |
$3.02K - $3.48K
|
3.64K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.59K+ 10.9% |
$130K - $150K
|
16.2K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.02% |
$326 - $377
|
19.1K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-250- 3.42% |
$20.4K - $23.5K
|
7.07K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.88K- 14.8% |
$316K - $366K
|
22.4K
$1.87M
|