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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
560New |
$45.6K - $52.7K
|
560
$50K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
560+ 7.74% |
$45.6K - $52.7K
|
7.8K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
553+ 1.1% |
$45.1K - $52.1K
|
50.8K
$4.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
550New |
$44.8K - $51.8K
|
550
$49.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
550+ 2.04% |
$44.8K - $51.8K
|
27.5K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
541+ 12.03% |
$44.1K - $50.9K
|
5.04K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
537New |
$43.8K - $50.6K
|
537
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 2.19% |
$43.5K - $50.3K
|
24.9K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
529+ 2.69% |
$43.1K - $49.8K
|
20.2K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
526+ 1.91% |
$42.9K - $49.5K
|
28.1K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
523+ 6.6% |
$42.6K - $49.2K
|
8.45K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
522+ 11.38% |
$42.5K - $49.1K
|
5.11K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
521+ 7.49% |
$42.5K - $49.1K
|
7.48K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
514+ 1.26% |
$41.9K - $48.4K
|
41.2K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
513+ 21.27% |
$41.8K - $48.3K
|
2.93K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
511+ 7.69% |
$41.6K - $48.1K
|
7.16K
$640K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
505+ 5.69% |
$41.2K - $47.5K
|
9.38K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
505+ 7.26% |
$41.2K - $47.5K
|
7.46K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
504+ 6.54% |
$41.1K - $47.5K
|
8.21K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
502+ 1.09% |
$40.9K - $47.3K
|
46.7K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
500+ 18.87% |
$40.8K - $47.1K
|
3.15K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
495+ 0.72% |
$40.3K - $46.6K
|
69.4K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
493+ 11.2% |
$40.2K - $46.4K
|
4.89K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
490+ 1.08% |
$39.9K - $46.1K
|
45.7K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
488+ 2.35% |
$39.8K - $45.9K
|
21.3K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
484+ 5.15% |
$39.4K - $45.6K
|
9.88K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
483+ 5.59% |
$39.4K - $45.5K
|
9.13K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
479+ 57.23% |
$39K - $45.1K
|
1.32K
$118K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
476+ 13.2% |
$38.8K - $44.8K
|
4.08K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
476+ 90.84% |
$38.8K - $44.8K
|
1K
$89.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
475+ 12.61% |
$38.7K - $44.7K
|
4.24K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
470New |
$38.3K - $44.3K
|
470
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
458+ 3.79% |
$37.3K - $43.1K
|
12.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
450+ 0.02% |
$36.7K - $42.4K
|
1.98M
$177M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
448New |
$36.5K - $42.2K
|
448
$40K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
447+ 0.9% |
$36.4K - $42.1K
|
50.4K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
444+ 11.07% |
$36.2K - $41.8K
|
4.46K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
437+ 4.19% |
$35.6K - $41.1K
|
10.9K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
431+ 199.54% |
$35.1K - $40.6K
|
647
$57.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
429+ 4.78% |
$35K - $40.4K
|
9.4K
$840K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
424New |
$34.6K - $39.9K
|
424
$37.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 11.58% |
$34.3K - $39.6K
|
4.06K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
417+ 0.85% |
$34K - $39.3K
|
49.3K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
409+ 0.42% |
$33.3K - $38.5K
|
98.7K
$8.82M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
403+ 1.33% |
$32.8K - $37.9K
|
30.6K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 0.54% |
$32.7K - $37.8K
|
74K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 3.81% |
$32.7K - $37.8K
|
10.9K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
400+ 5.29% |
$32.6K - $37.7K
|
7.97K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
400New |
$32.6K - $37.7K
|
400
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
392+ 0.41% |
$31.9K - $36.9K
|
95.8K
$8.56M
|