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
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$207K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$175K - $205K
|
2.27K
$207K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.27KNew |
$174K - $205K
|
2.27K
$207K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25KNew |
$174K - $204K
|
2.25K
$205K
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$205K
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$173K - $203K
|
2.25K
$205K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.24KNew |
$172K - $202K
|
2.24K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.23KNew |
$172K - $202K
|
2.23K
$204K
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$172K - $202K
|
2.23K
$203K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.85K+ 43.57% |
$143K - $168K
|
6.1K
$556K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$110K - $130K
|
1.43K
$131K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$104K - $123K
|
1.36K
$124K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
1.2K+ 0.26% |
$92.4K - $109K
|
459K
$41.8M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$92.4K - $109K
|
1.2K
$109K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.01KNew |
$77.5K - $91.1K
|
1.01K
$91.7K
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1K+ 11.12% |
$77K - $90.5K
|
9.99K
$910K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
936+ 39.66% |
$72.1K - $84.7K
|
3.3K
$300K
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
900+ 6.04% |
$69.3K - $81.5K
|
15.8K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
770+ 107.54% |
$59.3K - $69.7K
|
1.49K
$135K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
721+ 11.18% |
$55.5K - $65.3K
|
7.17K
$653K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
700+ 17.28% |
$53.9K - $63.4K
|
4.75K
$433K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
651+ 11.66% |
$50.1K - $58.9K
|
6.23K
$568K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550+ 7.38% |
$42.4K - $49.8K
|
8.01K
$730K
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
500+ 22.17% |
$38.5K - $45.3K
|
2.76K
$251K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
497+ 5.73% |
$38.3K - $45K
|
9.17K
$835K
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
411+ 8.13% |
$31.6K - $37.2K
|
5.47K
$498K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$385K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
376+ 10.52% |
$29K - $34K
|
3.95K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
350New |
$27K - $31.7K
|
350
$31.9K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
340+ 3.71% |
$26.2K - $30.8K
|
9.5K
$865K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
338New |
$26K - $30.6K
|
338
$30.8K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
337+ 1.91% |
$25.9K - $30.5K
|
17.9K
$1.64M
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
306New |
$23.6K - $27.7K
|
306
$27.9K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275+ 36.28% |
$21.2K - $24.9K
|
1.03K
$94.1K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
265+ 6.15% |
$20.4K - $24K
|
4.58K
$417K
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
262+ 8.7% |
$20.2K - $23.7K
|
3.27K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
233+ 388.33% |
$17.9K - $21.1K
|
293
$26.7K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
222+ 0.31% |
$17.1K - $20.1K
|
71.8K
$6.54M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$20.2K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$141K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$15.4K - $18.1K
|
200
$18.2K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200+ 133.33% |
$15.4K - $18.1K
|
350
$31.9K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
200New |
$15.4K - $18.1K
|
200
$18.2K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$443K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
171+ 4.72% |
$13.2K - $15.5K
|
3.79K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
167New |
$12.9K - $15.1K
|
167
$15.2K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$640K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$411K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
132New |
$10.2K - $11.9K
|
132
$12K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
129+ 34.68% |
$9.93K - $11.7K
|
501
$45.7K
|