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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.26KNew |
$251K - $295K
|
3.26K
$286K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.24KNew |
$249K - $293K
|
3.24K
$284K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
3.08KNew |
$237K - $278K
|
3.08K
$270K
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
3.06KNew |
$236K - $277K
|
3.06K
$268K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.03KNew |
$233K - $274K
|
3.03K
$266K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.93KNew |
$226K - $266K
|
2.93K
$257K
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.85KNew |
$219K - $258K
|
2.85K
$250K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
2.8K+ 2.98% |
$216K - $254K
|
96.7K
$8.48M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.8K+ 116.09% |
$216K - $253K
|
5.21K
$457K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.69K+ 95.33% |
$207K - $244K
|
5.52K
$484K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.61KNew |
$201K - $236K
|
2.61K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.58KNew |
$198K - $233K
|
2.58K
$226K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.55KNew |
$197K - $231K
|
2.55K
$224K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$196K - $231K
|
2.55K
$224K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.54KNew |
$196K - $230K
|
2.54K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$219K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$219K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.5KNew |
$193K - $226K
|
2.5K
$219K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$218K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.48KNew |
$191K - $224K
|
2.48K
$217K
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47KNew |
$190K - $224K
|
2.47K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.47KNew |
$190K - $223K
|
2.47K
$216K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.45KNew |
$188K - $221K
|
2.45K
$214K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.44KNew |
$187K - $220K
|
2.44K
$214K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$213K
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$213K
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.43KNew |
$187K - $220K
|
2.43K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.42KNew |
$186K - $219K
|
2.42K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$185K - $218K
|
2.41K
$211K
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$185K - $218K
|
2.4K
$211K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$185K - $217K
|
2.4K
$211K
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$185K - $217K
|
2.4K
$211K
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$184K - $216K
|
2.39K
$209K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.39KNew |
$184K - $216K
|
2.39K
$209K
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.38KNew |
$183K - $215K
|
2.38K
$209K
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$182K - $215K
|
2.37K
$208K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.36K+ 0.59% |
$182K - $214K
|
400K
$35.1M
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.36KNew |
$182K - $213K
|
2.36K
$207K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$179K - $210K
|
2.33K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.32KNew |
$179K - $210K
|
2.32K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.32KNew |
$179K - $210K
|
2.32K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$177K - $209K
|
2.31K
$202K
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$202K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$202K
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$202K
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$202K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$177K - $208K
|
2.29K
$201K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$176K - $207K
|
2.28K
$200K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.28KNew |
$175K - $206K
|
2.28K
$200K
|