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 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
7+ 0.37% |
$571 - $659
|
1.89K
$172K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7+ 0.16% |
$571 - $659
|
4.46K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.14% |
$571 - $659
|
4.94K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7+ 25.93% |
$571 - $659
|
34
$3.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 2.38% |
$571 - $659
|
301
$27.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.86% |
$571 - $659
|
824
$75.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.23% |
$489 - $565
|
2.57K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.07% |
$489 - $565
|
8.3K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
6+ 0.22% |
$489 - $565
|
2.7K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.09% |
$408 - $471
|
5.77K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.16% |
$408 - $471
|
3.05K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.44% |
$408 - $471
|
1.14K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.13% |
$408 - $471
|
3.84K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.32% |
$408 - $471
|
1.59K
$145K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.1% |
$408 - $471
|
5.02K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 20.0% |
$408 - $471
|
30
$2.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.04% |
$408 - $471
|
12.3K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
5+ 0.06% |
$408 - $471
|
8.19K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.07% |
$326 - $377
|
5.95K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$326 - $377
|
18.4K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$326 - $377
|
4.45K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.02% |
$326 - $377
|
18.1K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.16% |
$326 - $377
|
2.57K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$326 - $377
|
1.06K
$96.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.12% |
$326 - $377
|
3.31K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.24% |
$326 - $377
|
1.67K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
3+ 0.03% |
$245 - $282
|
9.59K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.72% |
$245 - $282
|
418
$38.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3+ 0.05% |
$245 - $282
|
5.97K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$245 - $282
|
2.84K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.11% |
$245 - $282
|
2.85K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $282
|
23.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.04% |
$163 - $188
|
4.68K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.64% |
$163 - $188
|
313
$28.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.06% |
$163 - $188
|
3.59K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.7% |
$163 - $188
|
287
$26.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.71% |
$163 - $188
|
284
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.08% |
$163 - $188
|
188
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$163 - $188
|
2.51K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.89% |
$163 - $188
|
227
$20.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 6.67% |
$163 - $188
|
32
$2.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$163 - $188
|
2.61K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.03% |
$163 - $188
|
7.86K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$163 - $188
|
2.71K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.61% |
$163 - $188
|
126
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$163 - $188
|
5.29K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$163 - $188
|
3.19K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.86% |
$81.5 - $94.2
|
117
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 4.76% |
$81.5 - $94.2
|
22
$2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.88% |
$81.5 - $94.2
|
114
$10.4K
|