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
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 20.08% |
$96.6K - $102K
|
6.36K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 0.58% |
$95.6K - $101K
|
182K
$16.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.05K+ 9.96% |
$95K - $100K
|
11.6K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.03K+ 1.03% |
$93.8K - $99.2K
|
101K
$9.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.02K+ 33.01% |
$92.5K - $97.7K
|
4.1K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.02K+ 18.56% |
$92.2K - $97.4K
|
6.48K
$587K
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.01K+ 1.65% |
$91.9K - $97.2K
|
62.5K
$5.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 4.37% |
$91.8K - $97.1K
|
24.1K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.01K+ 3.92% |
$91.4K - $96.6K
|
26.6K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01K+ 10.15% |
$91.3K - $96.5K
|
10.9K
$988K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1K+ 13.44% |
$91K - $96.2K
|
8.46K
$766K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1K+ 11.5% |
$90.8K - $96K
|
9.7K
$878K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
998+ 525.26% |
$90.6K - $95.8K
|
1.19K
$108K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
984+ 2.65% |
$89.4K - $94.5K
|
38.1K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
980New |
$89K - $94.1K
|
980
$88.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
977+ 3.78% |
$88.7K - $93.8K
|
26.8K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
975+ 20.4% |
$88.6K - $93.6K
|
5.76K
$521K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
971+ 6.9% |
$88.2K - $93.2K
|
15.1K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
964+ 1.99% |
$87.6K - $92.5K
|
49.4K
$4.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
938+ 6.31% |
$85.2K - $90K
|
15.8K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
937+ 19.95% |
$85.1K - $90K
|
5.63K
$510K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
932+ 5.9% |
$84.7K - $89.5K
|
16.7K
$1.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
924+ 12.36% |
$83.9K - $88.7K
|
8.4K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
923+ 24.97% |
$83.8K - $88.6K
|
4.62K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
916+ 280.98% |
$83.2K - $87.9K
|
1.24K
$113K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
913+ 36.02% |
$82.9K - $87.6K
|
3.45K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
909+ 12.8% |
$82.6K - $87.3K
|
8.01K
$726K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
909+ 1.38% |
$82.6K - $87.3K
|
66.6K
$6.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
901+ 14.92% |
$81.8K - $86.5K
|
6.94K
$629K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
894+ 18.44% |
$81.2K - $85.8K
|
5.74K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
891+ 34.95% |
$80.9K - $85.5K
|
3.44K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
887+ 9.14% |
$80.6K - $85.2K
|
10.6K
$959K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
879+ 0.94% |
$79.8K - $84.4K
|
94.6K
$8.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
876+ 4.01% |
$79.6K - $84.1K
|
22.7K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
874+ 4.48% |
$79.4K - $83.9K
|
20.4K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
867+ 31.55% |
$78.7K - $83.2K
|
3.62K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
860+ 25.83% |
$78.1K - $82.6K
|
4.19K
$380K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
860+ 6.41% |
$78.1K - $82.6K
|
14.3K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
856+ 38.89% |
$77.8K - $82.2K
|
3.06K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
853+ 2.34% |
$77.5K - $81.9K
|
37.4K
$3.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
853+ 2.77% |
$77.5K - $81.9K
|
31.7K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
840New |
$76.3K - $80.6K
|
840
$76.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
832+ 5.78% |
$75.6K - $79.9K
|
15.2K
$1.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
821New |
$74.6K - $78.8K
|
821
$74.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
820New |
$74.5K - $78.7K
|
820
$74.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
820+ 1.18% |
$74.5K - $78.7K
|
70.3K
$6.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
812+ 1.69% |
$73.8K - $78K
|
48.9K
$4.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
809+ 25.49% |
$73.5K - $77.7K
|
3.98K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
800+ 4.41% |
$72.7K - $76.8K
|
18.9K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
799+ 30.4% |
$72.6K - $76.7K
|
3.43K
$310K
|
|