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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
74+ 2.29% |
$6.72K - $7.1K
|
3.31K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
73+ 2.78% |
$6.63K - $7.01K
|
2.7K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 3.1% |
$6.54K - $6.91K
|
2.39K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
72+ 2.54% |
$6.54K - $6.91K
|
2.91K
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
72+ 1.31% |
$6.54K - $6.91K
|
5.58K
$505K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
71+ 20.06% |
$6.45K - $6.82K
|
425
$38.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.19% |
$6.36K - $6.72K
|
5.93K
$537K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
68+ 0.27% |
$6.18K - $6.53K
|
25.3K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
68+ 0.67% |
$6.18K - $6.53K
|
10.3K
$930K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
67+ 2.52% |
$6.09K - $6.43K
|
2.72K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
65+ 6.86% |
$5.9K - $6.24K
|
1.01K
$91.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
64+ 0.56% |
$5.81K - $6.14K
|
11.6K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.1% |
$5.54K - $5.86K
|
59.1K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
59+ 0.96% |
$5.36K - $5.66K
|
6.19K
$561K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
59+ 0.83% |
$5.36K - $5.66K
|
7.18K
$650K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
58+ 41.13% |
$5.27K - $5.57K
|
199
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
54+ 1.19% |
$4.9K - $5.18K
|
4.59K
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
54+ 0.31% |
$4.9K - $5.18K
|
17.3K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54+ 0.7% |
$4.9K - $5.18K
|
7.73K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
53+ 0.65% |
$4.81K - $5.09K
|
8.22K
$745K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
52+ 4.61% |
$4.72K - $4.99K
|
1.18K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.2% |
$4.72K - $4.99K
|
25.4K
$2.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
51+ 0.45% |
$4.63K - $4.9K
|
11.4K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51+ 0.69% |
$4.63K - $4.9K
|
7.44K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.24% |
$4.54K - $4.8K
|
21.1K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.64% |
$4.54K - $4.8K
|
7.82K
$708K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.59% |
$4.54K - $4.8K
|
8.59K
$778K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
50New |
$4.54K - $4.8K
|
50
$4.53K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
49+ 10.45% |
$4.45K - $4.7K
|
518
$46.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
49+ 1.64% |
$4.45K - $4.7K
|
3.04K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
48+ 10.86% |
$4.36K - $4.61K
|
490
$44.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 3.07% |
$4.36K - $4.61K
|
1.61K
$146K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
46+ 0.15% |
$4.18K - $4.42K
|
30.7K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46+ 1.8% |
$4.18K - $4.42K
|
2.61K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
44+ 0.13% |
$4K - $4.22K
|
32.8K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 4.53% |
$4K - $4.22K
|
1.02K
$91.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4K - $4.22K
|
44
$3.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
44+ 0.15% |
$4K - $4.22K
|
29.3K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
42+ 1.74% |
$3.81K - $4.03K
|
2.46K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
42New |
$3.81K - $4.03K
|
42
$3.8K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
41+ 1.26% |
$3.72K - $3.94K
|
3.3K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
40+ 0.74% |
$3.63K - $3.84K
|
5.48K
$497K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
40+ 0.88% |
$3.63K - $3.84K
|
4.61K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38+ 7.32% |
$3.45K - $3.65K
|
557
$50.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
38+ 0.2% |
$3.45K - $3.65K
|
18.7K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
38+ 0.11% |
$3.45K - $3.65K
|
33.4K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
37New |
$3.36K - $3.55K
|
37
$3.35K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.46% |
$3.27K - $3.46K
|
7.78K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
36+ 1.23% |
$3.27K - $3.46K
|
2.95K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
36+ 1.07% |
$3.27K - $3.46K
|
3.39K
$307K
|
|