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 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
29+ 0.69% |
$2.63K - $2.78K
|
4.21K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29+ 1.33% |
$2.63K - $2.78K
|
2.21K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
28+ 0.81% |
$2.54K - $2.69K
|
3.5K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 3.01% |
$2.54K - $2.69K
|
958
$86.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
27+ 117.39% |
$2.45K - $2.59K
|
50
$4.53K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
26+ 0.3% |
$2.36K - $2.5K
|
8.75K
$792K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
25+ 32.05% |
$2.27K - $2.4K
|
103
$9.33K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
25+ 0.36% |
$2.27K - $2.4K
|
7.04K
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 1.46% |
$2.27K - $2.4K
|
1.73K
$157K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
24+ 0.21% |
$2.18K - $2.3K
|
11.4K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
23+ 0.66% |
$2.09K - $2.21K
|
3.5K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
23+ 0.18% |
$2.09K - $2.21K
|
13K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23+ 3.59% |
$2.09K - $2.21K
|
663
$60.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
22+ 0.81% |
$2K - $2.11K
|
2.75K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 16.42% |
$2K - $2.11K
|
156
$14.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
22+ 0.94% |
$2K - $2.11K
|
2.37K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
21+ 0.29% |
$1.91K - $2.02K
|
7.31K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21+ 0.83% |
$1.91K - $2.02K
|
2.54K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 1.09% |
$1.91K - $2.02K
|
1.94K
$176K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.91K - $2.02K
|
4.06K
$368K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.1% |
$1.82K - $1.92K
|
19.7K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
20+ 0.66% |
$1.82K - $1.92K
|
3.03K
$275K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.8% |
$1.82K - $1.92K
|
2.51K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19+ 0.21% |
$1.73K - $1.82K
|
9.07K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19+ 0.05% |
$1.73K - $1.82K
|
40K
$3.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
19+ 0.65% |
$1.73K - $1.82K
|
2.93K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
18+ 0.54% |
$1.63K - $1.73K
|
3.38K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17+ 0.78% |
$1.54K - $1.63K
|
2.2K
$199K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17New |
$1.54K - $1.63K
|
17
$1.54K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
16+ 5.19% |
$1.45K - $1.54K
|
324
$29.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
16+ 0.65% |
$1.45K - $1.54K
|
2.49K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.08% |
$1.45K - $1.54K
|
19.5K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 0.06% |
$1.45K - $1.54K
|
25.6K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.05% |
$1.36K - $1.44K
|
27.4K
$2.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.73% |
$1.36K - $1.44K
|
2.06K
$187K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.21% |
$1.36K - $1.44K
|
7.01K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 0.28% |
$1.36K - $1.44K
|
5.41K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.1% |
$1.36K - $1.44K
|
14.8K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.49% |
$1.36K - $1.44K
|
3.06K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15+ 0.3% |
$1.36K - $1.44K
|
5K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 1.16% |
$1.27K - $1.34K
|
1.22K
$111K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
14+ 0.16% |
$1.27K - $1.34K
|
8.72K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13+ 0.37% |
$1.18K - $1.25K
|
3.54K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$1.18K - $1.25K
|
9.19K
$833K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13+ 0.2% |
$1.18K - $1.25K
|
6.39K
$579K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
12+ 0.5% |
$1.09K - $1.15K
|
2.43K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
12New |
$1.09K - $1.15K
|
12
$1.09K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$999 - $1.06K
|
43.8K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.52% |
$999 - $1.06K
|
2.14K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11+ 0.32% |
$999 - $1.06K
|
3.5K
$317K
|
|