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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 0.82% |
$3.42K - $3.95K
|
5.18K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
41New |
$3.34K - $3.86K
|
41
$3.69K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
39+ 0.79% |
$3.18K - $3.67K
|
4.98K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
37+ 1.3% |
$3.02K - $3.48K
|
2.88K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
37+ 1.03% |
$3.02K - $3.48K
|
3.64K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 0.99% |
$2.93K - $3.39K
|
3.69K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
36+ 0.83% |
$2.93K - $3.39K
|
4.36K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36+ 2.25% |
$2.93K - $3.39K
|
1.64K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
35+ 0.08% |
$2.85K - $3.3K
|
44.4K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35New |
$2.85K - $3.3K
|
35
$3.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
34+ 1.05% |
$2.77K - $3.2K
|
3.28K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
33+ 1.08% |
$2.69K - $3.11K
|
3.08K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
33+ 0.48% |
$2.69K - $3.11K
|
6.86K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32+ 0.46% |
$2.61K - $3.01K
|
6.94K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.33% |
$2.61K - $3.01K
|
9.65K
$869K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31+ 1.63% |
$2.53K - $2.92K
|
1.93K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 3.51% |
$2.53K - $2.92K
|
913
$82.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
30+ 0.25% |
$2.45K - $2.82K
|
11.9K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 0.47% |
$2.45K - $2.82K
|
6.46K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.86% |
$2.36K - $2.73K
|
3.42K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
29+ 0.94% |
$2.36K - $2.73K
|
3.13K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.75% |
$2.36K - $2.73K
|
3.91K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
29+ 0.05% |
$2.36K - $2.73K
|
56.9K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 0.2% |
$2.36K - $2.73K
|
14.4K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.95% |
$2.28K - $2.64K
|
2.97K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.47% |
$2.28K - $2.64K
|
6K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
27+ 1.07% |
$2.2K - $2.54K
|
2.56K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
27+ 0.15% |
$2.2K - $2.54K
|
18.1K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.18% |
$2.2K - $2.54K
|
15.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$2.12K - $2.45K
|
26
$2.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
25+ 0.64% |
$2.04K - $2.35K
|
3.92K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23+ 0.35% |
$1.87K - $2.17K
|
6.51K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 0.16% |
$1.87K - $2.17K
|
14.6K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
23+ 0.8% |
$1.87K - $2.17K
|
2.9K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
23+ 0.86% |
$1.87K - $2.17K
|
2.68K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21+ 0.27% |
$1.71K - $1.98K
|
7.8K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.31% |
$1.71K - $1.98K
|
6.77K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.11% |
$1.71K - $1.98K
|
19K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.82% |
$1.71K - $1.98K
|
2.58K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21+ 0.1% |
$1.71K - $1.98K
|
20.2K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
20+ 0.18% |
$1.63K - $1.88K
|
11.4K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 12.5% |
$1.63K - $1.88K
|
180
$16.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 0.37% |
$1.55K - $1.79K
|
5.13K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19+ 0.34% |
$1.55K - $1.79K
|
5.54K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.29% |
$1.55K - $1.79K
|
6.54K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 0.3% |
$1.55K - $1.79K
|
6.3K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18+ 0.7% |
$1.47K - $1.69K
|
2.59K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
18+ 0.28% |
$1.47K - $1.69K
|
6.55K
$590K
|