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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
405+ 7.98% |
$36.8K - $38.9K
|
5.48K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
400New |
$36.3K - $38.4K
|
400
$36.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
400+ 12.7% |
$36.3K - $38.4K
|
3.55K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
399+ 9.37% |
$36.2K - $38.3K
|
4.66K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
392+ 5.16% |
$35.6K - $37.6K
|
7.99K
$724K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
391+ 14.57% |
$35.5K - $37.5K
|
3.08K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
391+ 5.87% |
$35.5K - $37.5K
|
7.05K
$639K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
388+ 0.12% |
$35.2K - $37.2K
|
321K
$29.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
386+ 2.65% |
$35.1K - $37.1K
|
15K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
384+ 1.02% |
$34.9K - $36.9K
|
38.2K
$3.46M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
381+ 1.01% |
$34.6K - $36.6K
|
38.1K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
380+ 0.84% |
$34.5K - $36.5K
|
45.5K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
378+ 27.79% |
$34.3K - $36.3K
|
1.74K
$157K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
375+ 3.8% |
$34.1K - $36K
|
10.2K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
373New |
$33.9K - $35.8K
|
373
$33.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
368+ 16.3% |
$33.4K - $35.3K
|
2.63K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
367+ 2.15% |
$33.3K - $35.2K
|
17.4K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
366+ 0.04% |
$33.2K - $35.1K
|
825K
$74.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
355New |
$32.2K - $34.1K
|
355
$32.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
353+ 2.22% |
$32.1K - $33.9K
|
16.3K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
347+ 3.75% |
$31.5K - $33.3K
|
9.59K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
342+ 1.02% |
$31.1K - $32.8K
|
33.8K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
338+ 7.15% |
$30.7K - $32.4K
|
5.06K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
337+ 2.43% |
$30.6K - $32.4K
|
14.2K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
333+ 6.37% |
$30.2K - $32K
|
5.56K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
333+ 7.35% |
$30.2K - $32K
|
4.87K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
328+ 47.88% |
$29.8K - $31.5K
|
1.01K
$91.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
316+ 3.97% |
$28.7K - $30.3K
|
8.27K
$749K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
313+ 52.87% |
$28.4K - $30K
|
905
$82K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
311New |
$28.2K - $29.9K
|
311
$28.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
305+ 0.95% |
$27.7K - $29.3K
|
32.3K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
305+ 67.78% |
$27.7K - $29.3K
|
755
$68.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
302+ 10.12% |
$27.4K - $29K
|
3.29K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
301New |
$27.3K - $28.9K
|
301
$27.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
300+ 1.08% |
$27.2K - $28.8K
|
28K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
300+ 2.27% |
$27.2K - $28.8K
|
13.5K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
299+ 0.69% |
$27.2K - $28.7K
|
43.8K
$3.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
299+ 0.88% |
$27.2K - $28.7K
|
34.3K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
298+ 0.84% |
$27.1K - $28.6K
|
35.7K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
295+ 4.14% |
$26.8K - $28.3K
|
7.42K
$672K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
294+ 2.41% |
$26.7K - $28.2K
|
12.5K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
294+ 0.53% |
$26.7K - $28.2K
|
55.3K
$5.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
292+ 4.89% |
$26.5K - $28K
|
6.27K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
291+ 5.48% |
$26.4K - $27.9K
|
5.6K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 10.46% |
$26.2K - $27.7K
|
3.05K
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
284+ 3.16% |
$25.8K - $27.3K
|
9.28K
$841K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
280+ 6.2% |
$25.4K - $26.9K
|
4.79K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
279+ 10.86% |
$25.3K - $26.8K
|
2.85K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
278+ 6.99% |
$25.3K - $26.7K
|
4.26K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
276+ 1.54% |
$25.1K - $26.5K
|
18.1K
$1.64M
|
|