Latest Institutional Purchases of Southern CO (SO)

SO Quotes by TradingView

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 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
849
+ 11.05%
$69.2K - $79.9K
8.53K $762K
Jan 28, 2025 Q4 2024
Pacific Wealth Strategies Group, Inc.

BUY
 -
846
+ 4.63%
$68.9K - $79.7K
19.1K $1.71M
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
831
+ 4.07%
$67.7K - $78.2K
21.2K $1.9M
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
827
+ 6.52%
$67.4K - $77.9K
13.5K $1.21M
Feb 05, 2025 Q4 2024
Argyle Capital Management Inc.

BUY
 -
825
+ 3.24%
$67.2K - $77.7K
26.3K $2.35M
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
819
+ 7.44%
$66.7K - $77.1K
11.8K $1.06M
Feb 14, 2025 Q4 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
812
+ 0.86%
$66.2K - $76.4K
95.7K $8.55M
Feb 10, 2025 Q4 2024
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
800
New
$65.2K - $75.3K
800 $71.5K
Feb 10, 2025 Q4 2024
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
796
+ 4.16%
$64.9K - $74.9K
19.9K $1.78M
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
773
+ 4.0%
$63K - $72.8K
20.1K $1.8M
Feb 13, 2025 Q4 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
766
+ 1.67%
$62.4K - $72.1K
46.5K $4.16M
Feb 04, 2025 Q4 2024
Asset Advisors Investment Management, LLC

BUY
 -
763
+ 5.01%
$62.2K - $71.8K
16K $1.43M
Feb 03, 2025 Q4 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
763
+ 8.21%
$62.2K - $71.8K
10.1K $898K
Feb 14, 2025 Q4 2024
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
757
+ 0.57%
$61.7K - $71.3K
134K $12M
Jan 16, 2025 Q4 2024
Sky Investment Group LLC

BUY
 -
757
+ 0.93%
$61.7K - $71.3K
81.7K $7.31M
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
755
+ 4.34%
$61.5K - $71.1K
18.2K $1.62M
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
749
+ 1.45%
$61K - $70.5K
52.3K $4.67M
Jan 30, 2025 Q4 2024
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
747
+ 18.39%
$60.9K - $70.3K
4.81K $430K
Jan 23, 2025 Q4 2024
Field & Main Bank

BUY
 -
740
+ 7.22%
$60.3K - $69.7K
11K $982K
Feb 07, 2025 Q4 2024
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
702
+ 0.35%
$57.2K - $66.1K
204K $18.2M
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
700
+ 8.4%
$57.1K - $65.9K
9.03K $807K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
686
+ 5.56%
$55.9K - $64.6K
13K $1.16M
Feb 12, 2025 Q4 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
669
+ 6.98%
$54.5K - $63K
10.3K $916K
Feb 13, 2025 Q4 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
666
+ 27.7%
$54.3K - $62.7K
3.07K $274K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
659
+ 3.31%
$53.7K - $62K
20.6K $1.84M
Jan 24, 2025 Q4 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
656
+ 17.94%
$53.5K - $61.8K
4.31K $385K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
655
+ 8.98%
$53.4K - $61.7K
7.95K $710K
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
652
+ 5.17%
$53.1K - $61.4K
13.3K $1.18M
Feb 14, 2025 Q4 2024
S&T Bank

Indiana, PA
BUY
 -
648
New
$52.8K - $61K
648 $57.9K
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
646
+ 9.93%
$52.6K - $60.8K
7.15K $639K
Feb 10, 2025 Q4 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
646
+ 5.73%
$52.6K - $60.8K
11.9K $1.06M
Jan 30, 2025 Q4 2024
Aveo Capital Partners, LLC

BUY
 -
635
+ 24.22%
$51.8K - $59.8K
3.26K $291K
Jan 22, 2025 Q4 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
634
+ 26.8%
$51.7K - $59.7K
3K $268K
Mar 17, 2025 Q4 2024
North Crest Asset Manangement, LLC

BUY
 -
629
+ 10.28%
$51.3K - $59.2K
6.75K $603K
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
628
+ 3.1%
$51.2K - $59.1K
20.9K $1.87M
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
628
+ 3.82%
$51.2K - $59.1K
17.1K $1.53M
Feb 14, 2025 Q4 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
625
+ 22.1%
$50.9K - $58.8K
3.45K $309K
Feb 11, 2025 Q4 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
611
+ 12.39%
$49.8K - $57.5K
5.54K $495K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
602
+ 14.56%
$49.1K - $56.7K
4.74K $423K
Jan 28, 2025 Q4 2024
Richard C. Young & Co., Ltd.

BUY
 -
602
+ 0.27%
$49.1K - $56.7K
222K $19.9M
Feb 14, 2025 Q4 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
600
+ 0.33%
$48.9K - $56.5K
182K $16.2M
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
598
+ 1.32%
$48.7K - $56.3K
45.8K $4.1M
Jan 17, 2025 Q4 2024
Veracity Capital LLC

BUY
 -
590
+ 12.94%
$48.1K - $55.5K
5.15K $460K
Jan 27, 2025 Q4 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
589
+ 3.05%
$48K - $55.5K
19.9K $1.78M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
588
+ 6.6%
$47.9K - $55.4K
9.49K $848K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
586
+ 10.27%
$47.8K - $55.2K
6.29K $562K
Jan 30, 2025 Q4 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
580
+ 3.42%
$47.3K - $54.6K
17.5K $1.57M
Jan 15, 2025 Q4 2024
Aaron Wealth Advisors LLC

BUY
 -
572
+ 10.59%
$46.6K - $53.9K
5.97K $534K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
566
+ 2.57%
$46.1K - $53.3K
22.6K $2.02M

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