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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.78K - $2.05K
|
22
$1.99K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 6.31% |
$1.54K - $1.77K
|
320
$29K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 25.0% |
$1.21K - $1.39K
|
75
$6.79K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 0.46% |
$1.21K - $1.39K
|
3.26K
$295K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$810 - $930
|
10
$906
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.18% |
$729 - $837
|
5.03K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$567 - $651
|
7
$634
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$324 - $372
|
4
$362
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3+ 0.04% |
$243 - $279
|
7.13K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$162 - $186
|
346
$31.3K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.02% |
$81 - $93
|
6.03K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 0.27% |
$81 - $93
|
371
$33.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$81 - $93
|
1
$90.6
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
113KNew |
$9.22M - $10.7M
|
113K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$8.16M - $9.42M
|
100K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
78.6KNew |
$6.41M - $7.4M
|
78.6K
$7.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4KNew |
$2.8M - $3.24M
|
34.4K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
31.6KNew |
$2.57M - $2.97M
|
31.6K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
24.9KNew |
$2.03M - $2.34M
|
24.9K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
24KNew |
$1.95M - $2.26M
|
24K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
23.1K+ 28.88% |
$1.88M - $2.17M
|
103K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
23KNew |
$1.87M - $2.17M
|
23K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
16.4KNew |
$1.34M - $1.54M
|
16.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15KNew |
$1.22M - $1.41M
|
15K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$935K - $1.08M
|
11.5K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
10KNew |
$815K - $942K
|
10K
$906K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
9.4KNew |
$766K - $885K
|
9.4K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
9.32KNew |
$760K - $878K
|
9.32K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
8.35K+ 27.81% |
$680K - $786K
|
38.4K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$660K - $763K
|
8.1K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
7.84KNew |
$639K - $739K
|
7.84K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.82KNew |
$637K - $736K
|
7.82K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.13KNew |
$581K - $671K
|
7.13K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$559K - $646K
|
6.86K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
6.32KNew |
$515K - $595K
|
6.32K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.19K+ 12.34% |
$504K - $583K
|
56.3K
$5.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.63KNew |
$459K - $530K
|
5.63K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
5.4KNew |
$440K - $508K
|
5.4K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$453K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
4.6KNew |
$375K - $433K
|
4.6K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.8K+ 67.51% |
$309K - $357K
|
9.42K
$853K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.14KNew |
$256K - $296K
|
3.14K
$284K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.89KNew |
$236K - $272K
|
2.89K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.83KNew |
$230K - $266K
|
2.83K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.75KNew |
$224K - $259K
|
2.75K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.72KNew |
$222K - $256K
|
2.72K
$247K
|
|