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 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
11+ 0.34% |
$999 - $1.06K
|
3.26K
$296K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$999 - $1.06K
|
11
$996
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 2.21% |
$908 - $960
|
463
$41.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10+ 0.45% |
$908 - $960
|
2.22K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 29.41% |
$908 - $960
|
44
$3.99K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
10+ 0.44% |
$908 - $960
|
2.28K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.56% |
$908 - $960
|
1.78K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 0.88% |
$817 - $864
|
1.04K
$93.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 2.09% |
$817 - $864
|
439
$39.8K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
9+ 0.22% |
$817 - $864
|
4.04K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9+ 0.41% |
$817 - $864
|
2.22K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.22% |
$817 - $864
|
4.07K
$369K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8+ 0.33% |
$727 - $768
|
2.41K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8+ 0.31% |
$727 - $768
|
2.61K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8+ 0.08% |
$727 - $768
|
9.54K
$864K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
8+ 0.28% |
$727 - $768
|
2.9K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
8+ 0.06% |
$727 - $768
|
14.1K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
8+ 0.34% |
$727 - $768
|
2.39K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.72% |
$636 - $672
|
415
$37.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.18% |
$636 - $672
|
3.98K
$360K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 0.17% |
$636 - $672
|
4.07K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7New |
$636 - $672
|
7
$634
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$545 - $576
|
11K
$992K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6+ 0.09% |
$545 - $576
|
6.36K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 0.55% |
$545 - $576
|
1.1K
$99.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.2% |
$545 - $576
|
2.97K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.06% |
$545 - $576
|
9.42K
$853K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.07% |
$545 - $576
|
8.37K
$758K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.38% |
$454 - $480
|
1.33K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.19% |
$454 - $480
|
2.69K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
5+ 0.03% |
$454 - $480
|
17.8K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$454 - $480
|
5
$453
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
5+ 0.21% |
$454 - $480
|
2.35K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.04% |
$454 - $480
|
13.5K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.14% |
$454 - $480
|
3.68K
$333K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 0.8% |
$363 - $384
|
504
$45.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.04% |
$363 - $384
|
9.18K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.08% |
$363 - $384
|
4.75K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
4+ 0.09% |
$363 - $384
|
4.31K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$363 - $384
|
30.6K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 1.57% |
$363 - $384
|
259
$23.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$363 - $384
|
11.4K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 4.04% |
$363 - $384
|
103
$9.33K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$363 - $384
|
1.07K
$96.6K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.41% |
$363 - $384
|
978
$88.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4+ 0.03% |
$363 - $384
|
12.9K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4+ 0.12% |
$363 - $384
|
3.39K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$363 - $384
|
9.41K
$853K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.12% |
$363 - $384
|
3.28K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.29% |
$363 - $384
|
1.39K
$125K
|
|