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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 50.83% |
$168K - $183K
|
5.87K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.97K+ 13106.67% |
$167K - $182K
|
1.98K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.8KNew |
$153K - $167K
|
1.8K
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.67KNew |
$142K - $155K
|
1.67K
$151K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.64K+ 49.77% |
$139K - $152K
|
4.93K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.34K+ 44.21% |
$114K - $124K
|
4.38K
$397K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.21K+ 1.43% |
$102K - $112K
|
85.9K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.19KNew |
$101K - $110K
|
1.19K
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 314.29% |
$93.4K - $102K
|
1.45K
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
967+ 805.83% |
$82.1K - $89.5K
|
1.09K
$98.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
825+ 188.79% |
$70.1K - $76.4K
|
1.26K
$114K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
807+ 1.7% |
$68.5K - $74.7K
|
48.1K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
771+ 4.3% |
$65.5K - $71.4K
|
18.7K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
691+ 7.45% |
$58.7K - $64K
|
9.96K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
649+ 13.91% |
$55.1K - $60.1K
|
5.32K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
600New |
$50.9K - $55.5K
|
600
$54.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
573+ 16.44% |
$48.7K - $53K
|
4.06K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
504New |
$42.8K - $46.7K
|
504
$45.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
441New |
$37.4K - $40.8K
|
441
$39.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
417+ 6.74% |
$35.4K - $38.6K
|
6.6K
$598K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
410+ 8.41% |
$34.8K - $37.9K
|
5.29K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
409New |
$34.7K - $37.9K
|
409
$37K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
400+ 9.82% |
$34K - $37K
|
4.48K
$405K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
393+ 0.67% |
$33.4K - $36.4K
|
59.2K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
345+ 2.13% |
$29.3K - $31.9K
|
16.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
337+ 1.72% |
$28.6K - $31.2K
|
19.9K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
323+ 11.13% |
$27.4K - $29.9K
|
3.23K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
314+ 12.86% |
$26.7K - $29.1K
|
2.76K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300+ 1428.57% |
$25.5K - $27.8K
|
321
$29.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
300+ 1.43% |
$25.5K - $27.8K
|
21.3K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
285+ 12.42% |
$24.2K - $26.4K
|
2.58K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
264+ 2.89% |
$22.4K - $24.4K
|
9.4K
$851K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
251+ 3.27% |
$21.3K - $23.2K
|
7.94K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
251+ 8.75% |
$21.3K - $23.2K
|
3.12K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
246New |
$20.9K - $22.8K
|
246
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
236New |
$20K - $21.8K
|
236
$21.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
235New |
$20K - $21.8K
|
235
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
225+ 3.73% |
$19.1K - $20.8K
|
6.26K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
220+ 846.15% |
$18.7K - $20.4K
|
246
$22.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
212+ 0.61% |
$18K - $19.6K
|
35.1K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
202+ 2.9% |
$17.2K - $18.7K
|
7.17K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$17K - $18.5K
|
200
$18.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
161New |
$13.7K - $14.9K
|
161
$14.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
150+ 3.89% |
$12.7K - $13.9K
|
4.01K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
133+ 24.54% |
$11.3K - $12.3K
|
675
$61.1K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
131+ 4.64% |
$11.1K - $12.1K
|
2.96K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
130New |
$11K - $12K
|
130
$11.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
127+ 3.67% |
$10.8K - $11.8K
|
3.59K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
125+ 2.05% |
$10.6K - $11.6K
|
6.23K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
102New |
$8.66K - $9.44K
|
102
$9.24K
|
|