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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
100+ 1.19% |
$8.49K - $9.26K
|
8.48K
$768K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 1.13% |
$8.49K - $9.26K
|
8.91K
$807K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 2.75% |
$8.41K - $9.16K
|
3.7K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
96+ 3.15% |
$8.15K - $8.89K
|
3.15K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
94+ 5.13% |
$7.98K - $8.7K
|
1.93K
$174K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88+ 3.13% |
$7.47K - $8.15K
|
2.9K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
87New |
$7.39K - $8.05K
|
87
$7.88K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$761K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
70New |
$5.94K - $6.48K
|
70
$6.34K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.79K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
60New |
$5.09K - $5.55K
|
60
$5.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 1.41% |
$4.59K - $5K
|
3.88K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
52+ 1.95% |
$4.42K - $4.81K
|
2.72K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
52+ 1.06% |
$4.42K - $4.81K
|
4.94K
$447K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51+ 0.74% |
$4.33K - $4.72K
|
6.93K
$628K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
50+ 1.56% |
$4.25K - $4.63K
|
3.27K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
50+ 1.69% |
$4.25K - $4.63K
|
3.02K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
49+ 1.19% |
$4.16K - $4.54K
|
4.18K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 0.56% |
$3.91K - $4.26K
|
8.21K
$743K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
40+ 7.49% |
$3.4K - $3.7K
|
574
$52K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
36+ 6.7% |
$3.06K - $3.33K
|
573
$51.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 9.12% |
$2.63K - $2.87K
|
371
$33.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
30+ 0.74% |
$2.55K - $2.78K
|
4.1K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.29% |
$1.95K - $2.13K
|
8.03K
$727K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.53K - $1.67K
|
18
$1.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.27K - $1.39K
|
15
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$849 - $926
|
10
$906
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 2.13% |
$849 - $926
|
480
$43.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 33.33% |
$849 - $926
|
40
$3.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 17.65% |
$764 - $833
|
60
$5.43K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$679 - $740
|
8
$725
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
7+ 0.16% |
$594 - $648
|
4.49K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 150.0% |
$509 - $555
|
10
$906
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.16% |
$340 - $370
|
2.58K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $185
|
2.55K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.43% |
$84.9 - $92.6
|
231
$20.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
304KNew |
$24.6M - $28.3M
|
304K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
300KNew |
$24.3M - $27.9M
|
300K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
299KNew |
$24.2M - $27.8M
|
299K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
PUT |
125KNew |
$10.1M - $11.6M
|
125K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.1M - $3.55M
|
38.2K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
30.6KNew |
$2.48M - $2.85M
|
30.6K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
28.6KNew |
$2.32M - $2.66M
|
28.6K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
25KNew |
$2.02M - $2.32M
|
25K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
20KNew |
$1.62M - $1.86M
|
20K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
18.5K+ 32.06% |
$1.5M - $1.72M
|
76.2K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.38M - $1.59M
|
17.1K
$1.55M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
15.8KNew |
$1.28M - $1.47M
|
15.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
14.5KNew |
$1.17M - $1.35M
|
14.5K
$1.31M
|
|