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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188+ 4.32% |
$17.1K - $18K
|
4.54K
$411K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
188+ 0.37% |
$17.1K - $18K
|
51.5K
$4.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
187+ 4.96% |
$17K - $18K
|
3.96K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
186+ 1.23% |
$16.9K - $17.9K
|
15.3K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
185New |
$16.8K - $17.8K
|
185
$16.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
184+ 0.4% |
$16.7K - $17.7K
|
46.2K
$4.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
183+ 5.56% |
$16.6K - $17.6K
|
3.48K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
180+ 0.76% |
$16.3K - $17.3K
|
23.9K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
180+ 4.5% |
$16.3K - $17.3K
|
4.18K
$379K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 1.43% |
$16.3K - $17.3K
|
12.7K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
178+ 0.71% |
$16.2K - $17.1K
|
25.3K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
176+ 3.75% |
$16K - $16.9K
|
4.87K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
175+ 4.1% |
$15.9K - $16.8K
|
4.45K
$403K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
175+ 2.48% |
$15.9K - $16.8K
|
7.23K
$654K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
174+ 1.11% |
$15.8K - $16.7K
|
15.9K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
172+ 3.95% |
$15.6K - $16.5K
|
4.52K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
171+ 6.0% |
$15.5K - $16.4K
|
3.02K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
170+ 6.53% |
$15.4K - $16.3K
|
2.78K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
167+ 7.43% |
$15.2K - $16K
|
2.41K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
166+ 0.57% |
$15.1K - $15.9K
|
29.4K
$2.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
161+ 2.73% |
$14.6K - $15.5K
|
6.06K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
160+ 1.67% |
$14.5K - $15.4K
|
9.72K
$881K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
157+ 2.62% |
$14.3K - $15.1K
|
6.15K
$557K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
154New |
$14K - $14.8K
|
154
$13.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
154+ 0.53% |
$14K - $14.8K
|
29K
$2.63M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
153New |
$13.9K - $14.7K
|
153
$13.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
153+ 0.87% |
$13.9K - $14.7K
|
17.8K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
150+ 2.1% |
$13.6K - $14.4K
|
7.31K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
150New |
$13.6K - $14.4K
|
150
$13.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
150New |
$13.6K - $14.4K
|
150
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
148+ 0.11% |
$13.4K - $14.2K
|
136K
$12.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
148+ 1.98% |
$13.4K - $14.2K
|
7.63K
$691K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
145+ 4.15% |
$13.2K - $13.9K
|
3.64K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
144New |
$13.1K - $13.8K
|
144
$13K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
144New |
$13.1K - $13.8K
|
144
$13K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
143+ 1.42% |
$13K - $13.7K
|
10.2K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
142+ 0.18% |
$12.9K - $13.6K
|
77.6K
$7.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
138+ 0.81% |
$12.5K - $13.2K
|
17.3K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
137+ 39.14% |
$12.4K - $13.2K
|
487
$44.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
136+ 2.67% |
$12.4K - $13.1K
|
5.23K
$473K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
136+ 2.62% |
$12.4K - $13.1K
|
5.33K
$483K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
134+ 0.6% |
$12.2K - $12.9K
|
22.4K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
131+ 1.53% |
$11.9K - $12.6K
|
8.68K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
130+ 2.22% |
$11.8K - $12.5K
|
5.99K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
130+ 0.63% |
$11.8K - $12.5K
|
20.8K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
126+ 1.08% |
$11.4K - $12.1K
|
11.8K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
126+ 1.73% |
$11.4K - $12.1K
|
7.41K
$671K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123+ 2.6% |
$11.2K - $11.8K
|
4.86K
$440K
|
|