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 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$14.7K - $16.9K
|
180
$15.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
178+ 2.57% |
$14.5K - $16.8K
|
7.11K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
177+ 1.73% |
$14.4K - $16.7K
|
10.4K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 13.77% |
$14.4K - $16.7K
|
1.46K
$128K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
173+ 6.0% |
$14.1K - $16.3K
|
3.06K
$268K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 7.37% |
$14K - $16.2K
|
2.51K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
170+ 5.26% |
$13.9K - $16K
|
3.4K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
168New |
$13.7K - $15.8K
|
168
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
166+ 2.07% |
$13.5K - $15.6K
|
8.2K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 2.95% |
$13.3K - $15.3K
|
5.68K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
162+ 5.13% |
$13.2K - $15.3K
|
3.32K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
161+ 2.43% |
$13.1K - $15.2K
|
6.78K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
161+ 1.33% |
$13.1K - $15.2K
|
12.3K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
160+ 0.21% |
$13K - $15.1K
|
77K
$6.76M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
158+ 1.42% |
$12.9K - $14.9K
|
11.3K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 2.32% |
$12.9K - $14.9K
|
6.96K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
157+ 1.7% |
$12.8K - $14.8K
|
9.41K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 0.55% |
$12.7K - $14.7K
|
28.4K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
156+ 2.39% |
$12.7K - $14.7K
|
6.68K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
153+ 2.48% |
$12.5K - $14.4K
|
6.33K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
152+ 1.16% |
$12.4K - $14.3K
|
13.3K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$13.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
150+ 2.53% |
$12.2K - $14.1K
|
6.07K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
149+ 33.11% |
$12.1K - $14K
|
599
$52.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
147+ 1.7% |
$12K - $13.8K
|
8.78K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
146+ 0.53% |
$11.9K - $13.7K
|
27.7K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
145+ 0.04% |
$11.8K - $13.7K
|
391K
$34.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 1.44% |
$11.7K - $13.5K
|
10.1K
$885K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
142+ 1.17% |
$11.6K - $13.4K
|
12.3K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 2.47% |
$11.4K - $13.2K
|
5.81K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 0.98% |
$11.3K - $13.1K
|
14.4K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
139+ 0.83% |
$11.3K - $13.1K
|
16.8K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
134+ 0.39% |
$10.9K - $12.6K
|
34.8K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134+ 2.38% |
$10.9K - $12.6K
|
5.77K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
134+ 2.5% |
$10.9K - $12.6K
|
5.49K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
133+ 5.38% |
$10.8K - $12.5K
|
2.61K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
132+ 3.07% |
$10.8K - $12.4K
|
4.43K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
128+ 3.29% |
$10.4K - $12.1K
|
4.02K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
127+ 0.11% |
$10.4K - $12K
|
119K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
126+ 23.12% |
$10.3K - $11.9K
|
671
$58.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
123+ 2.02% |
$10K - $11.6K
|
6.2K
$544K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
123+ 15.93% |
$10K - $11.6K
|
895
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
122+ 0.38% |
$9.94K - $11.5K
|
32.5K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122New |
$9.94K - $11.5K
|
122
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
120+ 0.29% |
$9.78K - $11.3K
|
41.1K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.54% |
$9.7K - $11.2K
|
22.1K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 1.84% |
$9.62K - $11.1K
|
6.54K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
117+ 2.82% |
$9.54K - $11K
|
4.26K
$374K
|