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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.54K+ 10.57% |
$140K - $148K
|
16.1K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52K+ 7.02% |
$138K - $146K
|
23.2K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
1.51K+ 1.44% |
$137K - $145K
|
106K
$9.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 8.36% |
$137K - $144K
|
19.5K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.5K+ 23.53% |
$136K - $144K
|
7.86K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.5K+ 0.92% |
$136K - $144K
|
163K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.46K+ 1.1% |
$133K - $141K
|
135K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46K+ 5.81% |
$133K - $140K
|
26.6K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 26.88% |
$131K - $139K
|
6.82K
$618K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.4K+ 10.16% |
$128K - $135K
|
15.2K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.39K+ 0.49% |
$126K - $133K
|
287K
$26M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.38K+ 6.16% |
$125K - $132K
|
23.8K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.38K+ 18.74% |
$125K - $132K
|
8.71K
$789K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.37K+ 1.81% |
$124K - $131K
|
76.9K
$6.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.38% |
$124K - $131K
|
32.5K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.36K+ 28.86% |
$124K - $131K
|
6.08K
$551K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.36K+ 4.34% |
$124K - $131K
|
32.7K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.36K+ 10.95% |
$123K - $130K
|
13.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.35K+ 33800.0% |
$123K - $130K
|
1.36K
$123K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.34K+ 2.23% |
$121K - $128K
|
61.3K
$5.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.33K+ 1.48% |
$121K - $127K
|
91.3K
$8.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 13.4% |
$120K - $127K
|
11.2K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.32K+ 4.36% |
$120K - $127K
|
31.7K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.3K+ 2.47% |
$118K - $125K
|
54K
$4.89M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 0.32% |
$116K - $122K
|
400K
$36.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.27K+ 11.43% |
$116K - $122K
|
12.4K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.27K+ 10.2% |
$116K - $122K
|
13.7K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 3.28% |
$114K - $121K
|
39.6K
$3.59M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.23K+ 1.17% |
$112K - $118K
|
107K
$9.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.23K+ 6.17% |
$112K - $118K
|
21.2K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.21K+ 18.76% |
$110K - $116K
|
7.68K
$696K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 2.27% |
$108K - $114K
|
53.7K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.18KNew |
$108K - $114K
|
1.18K
$107K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.18K+ 2.21% |
$107K - $113K
|
54.7K
$4.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.18KNew |
$107K - $113K
|
1.18K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 6.78% |
$106K - $112K
|
18.3K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.16K+ 0.88% |
$105K - $111K
|
132K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.16K+ 156.22% |
$105K - $111K
|
1.9K
$172K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 22.98% |
$104K - $110K
|
6.13K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.14KNew |
$104K - $110K
|
1.14K
$104K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.13K+ 0.29% |
$103K - $108K
|
391K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13K+ 5.19% |
$102K - $108K
|
22.9K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.13K+ 5.47% |
$102K - $108K
|
21.7K
$1.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11KNew |
$101K - $107K
|
1.11K
$101K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.11K+ 22.13% |
$101K - $106K
|
6.12K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.11K+ 3.45% |
$100K - $106K
|
33.1K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.1K+ 14.52% |
$100K - $106K
|
8.69K
$787K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 31.2% |
$99.5K - $105K
|
4.61K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.07K+ 0.59% |
$97.5K - $103K
|
182K
$16.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 1.25% |
$96.7K - $102K
|
86.1K
$7.8M
|
|