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 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
567+ 3.42% |
$51.5K - $54.4K
|
17.1K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
566+ 19.78% |
$51.4K - $54.3K
|
3.43K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
562+ 4.57% |
$51K - $54K
|
12.9K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
555+ 1.24% |
$50.4K - $53.3K
|
45.2K
$4.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
553+ 0.77% |
$50.2K - $53.1K
|
72.8K
$6.59M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
551+ 1.27% |
$50K - $52.9K
|
43.9K
$3.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
550+ 4.13% |
$50K - $52.8K
|
13.9K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
546+ 15.24% |
$49.6K - $52.4K
|
4.13K
$374K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
546+ 0.66% |
$49.6K - $52.4K
|
82.7K
$7.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
545+ 2.29% |
$49.5K - $52.3K
|
24.3K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
543+ 2.59% |
$49.3K - $52.1K
|
21.5K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
543New |
$49.3K - $52.1K
|
543
$49.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
541+ 3.84% |
$49.1K - $51.9K
|
14.6K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
530+ 0.19% |
$48.1K - $50.9K
|
280K
$25.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
529+ 4.41% |
$48K - $50.8K
|
12.5K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
526+ 1.18% |
$47.8K - $50.5K
|
44.9K
$4.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
525+ 11.85% |
$47.7K - $50.4K
|
4.96K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
520+ 6.63% |
$47.2K - $49.9K
|
8.37K
$758K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
514+ 24.77% |
$46.7K - $49.3K
|
2.59K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
506+ 0.3% |
$46K - $48.6K
|
168K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
500New |
$45.4K - $48K
|
500
$45.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
500+ 10.16% |
$45.4K - $48K
|
5.42K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
500+ 11.27% |
$45.4K - $48K
|
4.94K
$447K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
484+ 7.98% |
$44K - $46.5K
|
6.55K
$593K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
482+ 11.45% |
$43.8K - $46.3K
|
4.69K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
480+ 7.22% |
$43.6K - $46.1K
|
7.13K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
476+ 1.53% |
$43.2K - $45.7K
|
31.7K
$2.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
475+ 11.55% |
$43.1K - $45.6K
|
4.59K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
473+ 7.84% |
$43K - $45.4K
|
6.51K
$590K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
470+ 1.92% |
$42.7K - $45.1K
|
24.9K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
466+ 0.6% |
$42.3K - $44.7K
|
77.7K
$7.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
466+ 3.64% |
$42.3K - $44.7K
|
13.3K
$1.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
464+ 8.64% |
$42.1K - $44.5K
|
5.83K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
462+ 12.53% |
$42K - $44.4K
|
4.15K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
459+ 3.16% |
$41.7K - $44.1K
|
15K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
457+ 14.08% |
$41.5K - $43.9K
|
3.7K
$335K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
455+ 12.26% |
$41.3K - $43.7K
|
4.17K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
451+ 15.94% |
$41K - $43.3K
|
3.28K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
451+ 45100.0% |
$41K - $43.3K
|
452
$40.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
450+ 15.25% |
$40.9K - $43.2K
|
3.4K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
449+ 16.72% |
$40.8K - $43.1K
|
3.13K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
442+ 11.72% |
$40.1K - $42.4K
|
4.21K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
438+ 0.24% |
$39.8K - $42K
|
187K
$16.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
437+ 1.3% |
$39.7K - $42K
|
34.2K
$3.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
435+ 300.0% |
$39.5K - $41.8K
|
580
$52.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
426+ 12.89% |
$38.7K - $40.9K
|
3.73K
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
422+ 1.0% |
$38.3K - $40.5K
|
42.6K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
420+ 5.79% |
$38.1K - $40.3K
|
7.67K
$695K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
411+ 14.37% |
$37.3K - $39.5K
|
3.27K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
406+ 9.43% |
$36.9K - $39K
|
4.71K
$427K
|
|