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 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
276+ 1.38% |
$25.1K - $26.5K
|
20.3K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
274New |
$24.9K - $26.3K
|
274
$24.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
272+ 1.8% |
$24.7K - $26.1K
|
15.4K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
272+ 6.87% |
$24.7K - $26.1K
|
4.23K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
269+ 1.41% |
$24.4K - $25.8K
|
19.3K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
269+ 2.16% |
$24.4K - $25.8K
|
12.7K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
268+ 2.92% |
$24.3K - $25.7K
|
9.43K
$854K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
268+ 5.83% |
$24.3K - $25.7K
|
4.87K
$441K
|
|
|
Nov 19, 2025
Q3 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
267+ 5.76% |
$24.3K - $25.6K
|
4.9K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
267+ 10.35% |
$24.3K - $25.6K
|
2.85K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
265+ 3.4% |
$24.1K - $25.4K
|
8.07K
$731K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
265+ 6.65% |
$24.1K - $25.4K
|
4.25K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
262+ 21.37% |
$23.8K - $25.2K
|
1.49K
$135K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
260+ 41.4% |
$23.6K - $25K
|
888
$80.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
255+ 7.96% |
$23.2K - $24.5K
|
3.46K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
252+ 7.11% |
$22.9K - $24.2K
|
3.8K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
250+ 1.37% |
$22.7K - $24K
|
18.5K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
250+ 8.94% |
$22.7K - $24K
|
3.05K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
248+ 2.35% |
$22.5K - $23.8K
|
10.8K
$980K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
247+ 27.02% |
$22.4K - $23.7K
|
1.16K
$105K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
246+ 5.73% |
$22.3K - $23.6K
|
4.54K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
246+ 2.2% |
$22.3K - $23.6K
|
11.4K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
243+ 8.62% |
$22.1K - $23.3K
|
3.06K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
243+ 6.08% |
$22.1K - $23.3K
|
4.24K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
241+ 1.73% |
$21.9K - $23.1K
|
14.2K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
240+ 0.97% |
$21.8K - $23K
|
25.1K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
238+ 9.28% |
$21.6K - $22.8K
|
2.8K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
237+ 4.83% |
$21.5K - $22.8K
|
5.14K
$466K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
230+ 2.21% |
$20.9K - $22.1K
|
10.6K
$962K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
229+ 2.35% |
$20.8K - $22K
|
9.96K
$902K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
227+ 5.09% |
$20.6K - $21.8K
|
4.69K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
227+ 2.72% |
$20.6K - $21.8K
|
8.57K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
222+ 9.79% |
$20.2K - $21.3K
|
2.49K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
219+ 8.88% |
$19.9K - $21K
|
2.69K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
219+ 0.16% |
$19.9K - $21K
|
139K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
218+ 1.39% |
$19.8K - $20.9K
|
15.9K
$1.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
208+ 1.09% |
$18.9K - $20K
|
19.3K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
207+ 0.29% |
$18.8K - $19.9K
|
72.8K
$6.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
200New |
$18.2K - $19.2K
|
200
$18.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
200+ 4.92% |
$18.2K - $19.2K
|
4.26K
$386K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 0.94% |
$18.2K - $19.2K
|
21.4K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 3.19% |
$18.2K - $19.2K
|
6.47K
$586K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
199+ 8.84% |
$18.1K - $19.1K
|
2.45K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
197+ 2.57% |
$17.9K - $18.9K
|
7.86K
$712K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
197+ 120.12% |
$17.9K - $18.9K
|
361
$32.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
195+ 6.63% |
$17.7K - $18.7K
|
3.14K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
194+ 7.38% |
$17.6K - $18.6K
|
2.82K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
193+ 7.36% |
$17.5K - $18.5K
|
2.82K
$255K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
192+ 0.66% |
$17.4K - $18.4K
|
29.5K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
191+ 1.89% |
$17.3K - $18.3K
|
10.3K
$932K
|
|