Latest Institutional Purchases of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
957KNew |
$86.7M - $95.4M
|
957K
$86.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 73.59% |
$10.4M - $11.4M
|
270K
$24.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
86.7K+ 7.53% |
$7.86M - $8.65M
|
1.24M
$112M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
64.1K+ 63.24% |
$5.81M - $6.39M
|
165K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.3K+ 99.15% |
$5.55M - $6.11M
|
123K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54.7K+ 66.1% |
$4.95M - $5.45M
|
137K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
49.4K+ 5.19% |
$4.47M - $4.93M
|
1M
$90.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
47.6KNew |
$4.31M - $4.75M
|
47.6K
$4.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
43.5K+ 44.73% |
$3.94M - $4.33M
|
141K
$12.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
37.2K+ 265.86% |
$3.37M - $3.71M
|
51.3K
$4.64M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32.9K+ 19.58% |
$2.98M - $3.28M
|
201K
$18.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.8K+ 4.57% |
$2.7M - $2.97M
|
682K
$61.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.3KNew |
$2.47M - $2.72M
|
27.3K
$2.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22.5K+ 28.77% |
$2.04M - $2.25M
|
101K
$9.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
21.8K+ 20.49% |
$1.97M - $2.17M
|
128K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
15.5K+ 10.48% |
$1.4M - $1.55M
|
163K
$14.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
14.8K+ 243.33% |
$1.34M - $1.47M
|
20.8K
$1.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.1K+ 1.8% |
$1.01M - $1.11M
|
628K
$56.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11K+ 3.92% |
$992K - $1.09M
|
290K
$26.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.81K+ 221.4% |
$888K - $978K
|
14.2K
$1.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.61K+ 49.71% |
$871K - $959K
|
28.9K
$2.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 1.51% |
$856K - $942K
|
635K
$57.5M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.39K+ 26.46% |
$851K - $937K
|
44.9K
$4.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.85K+ 270.52% |
$802K - $883K
|
12.1K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
8.63KNew |
$782K - $861K
|
8.63K
$782K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.42K+ 40.59% |
$763K - $840K
|
29.2K
$2.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.36K+ 66.15% |
$666K - $734K
|
18.5K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.23K+ 1.28% |
$654K - $720K
|
570K
$51.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
6.69K+ 0.87% |
$606K - $667K
|
779K
$70.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.19K+ 3.06% |
$561K - $617K
|
208K
$18.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.91K+ 7.92% |
$535K - $589K
|
80.5K
$7.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.62K+ 123.72% |
$509K - $560K
|
10.2K
$920K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.39K+ 82.44% |
$488K - $538K
|
11.9K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.36KNew |
$485K - $534K
|
5.36K
$485K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.01K+ 64.85% |
$454K - $500K
|
12.7K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
4.86K+ 6.04% |
$440K - $484K
|
85.2K
$7.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.61K+ 2.22% |
$418K - $460K
|
212K
$19.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.47KNew |
$405K - $446K
|
4.47K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.4KNew |
$399K - $439K
|
4.4K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.13K+ 50.81% |
$374K - $412K
|
12.3K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 4.67% |
$370K - $408K
|
91.6K
$8.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.96KNew |
$359K - $395K
|
3.96K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.83K+ 69.82% |
$347K - $382K
|
9.31K
$843K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.74KNew |
$339K - $373K
|
3.74K
$339K
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
3.1KNew |
$280K - $309K
|
3.1K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.09KNew |
$280K - $308K
|
3.09K
$280K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 5.28% |
$266K - $293K
|
58.5K
$5.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.91KNew |
$263K - $290K
|
2.91K
$263K
|
|