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 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
116+ 2.07% |
$9.45K - $10.9K
|
5.71K
$501K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
116New |
$9.45K - $10.9K
|
116
$10.2K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
113+ 0.97% |
$9.21K - $10.6K
|
11.8K
$1.03M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
113+ 0.74% |
$9.21K - $10.6K
|
15.3K
$1.34M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
110+ 5.51% |
$8.97K - $10.4K
|
2.11K
$185K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
108+ 2700.0% |
$8.8K - $10.2K
|
112
$9.83K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
103+ 0.64% |
$8.39K - $9.7K
|
16.2K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 1.56% |
$8.39K - $9.7K
|
6.72K
$589K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
103+ 1.99% |
$8.39K - $9.7K
|
5.28K
$463K
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
102+ 2550.0% |
$8.31K - $9.6K
|
106
$9.3K
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
101+ 0.39% |
$8.23K - $9.51K
|
26.2K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
100+ 0.62% |
$8.15K - $9.42K
|
16.3K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 1.14% |
$8.15K - $9.42K
|
8.9K
$780K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 15.08% |
$8.15K - $9.42K
|
763
$66.9K
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
100+ 2.86% |
$8.15K - $9.42K
|
3.59K
$315K
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
99+ 3.76% |
$8.07K - $9.32K
|
2.73K
$240K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
99+ 1.76% |
$8.07K - $9.32K
|
5.74K
$503K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
98+ 4.01% |
$7.99K - $9.23K
|
2.54K
$223K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
96New |
$7.82K - $9.04K
|
96
$8.42K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
94+ 2.28% |
$7.66K - $8.85K
|
4.22K
$370K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
94+ 3.16% |
$7.66K - $8.85K
|
3.07K
$269K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 3.62% |
$7.58K - $8.76K
|
2.67K
$234K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
92+ 1.56% |
$7.5K - $8.66K
|
5.98K
$524K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
90+ 0.52% |
$7.34K - $8.47K
|
17.4K
$1.52M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
89New |
$7.25K - $8.38K
|
89
$7.81K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
89+ 0.29% |
$7.25K - $8.38K
|
30.4K
$2.67M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
88+ 1.84% |
$7.17K - $8.29K
|
4.86K
$426K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
87+ 0.55% |
$7.09K - $8.19K
|
16K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
87+ 0.91% |
$7.09K - $8.19K
|
9.64K
$846K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 5.0% |
$7.09K - $8.19K
|
1.83K
$160K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 4.22% |
$7.01K - $8.1K
|
2.12K
$186K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 0.17% |
$6.93K - $8K
|
48.8K
$4.28M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 3.46% |
$6.85K - $7.91K
|
2.51K
$220K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
84+ 0.55% |
$6.85K - $7.91K
|
15.2K
$1.34M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.38% |
$6.85K - $7.91K
|
3.61K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$6.76K - $7.81K
|
4.8K
$421K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
82+ 26.28% |
$6.68K - $7.72K
|
394
$34.6K
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81+ 1.75% |
$6.6K - $7.63K
|
4.72K
$414K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 14.57% |
$6.6K - $7.63K
|
637
$55.9K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
80New |
$6.52K - $7.53K
|
80
$7.02K
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
80+ 3.4% |
$6.52K - $7.53K
|
2.44K
$214K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
80+ 1.42% |
$6.52K - $7.53K
|
5.73K
$503K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
79+ 3.07% |
$6.44K - $7.44K
|
2.65K
$232K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
78+ 1.0% |
$6.36K - $7.34K
|
7.91K
$694K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 2.25% |
$6.36K - $7.34K
|
3.54K
$310K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
78+ 2.43% |
$6.36K - $7.34K
|
3.29K
$288K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
76+ 2.44% |
$6.19K - $7.16K
|
3.19K
$280K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 0.24% |
$6.11K - $7.06K
|
30.8K
$2.7M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
73+ 0.26% |
$5.95K - $6.87K
|
28.6K
$2.51M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.4K
|