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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.31% |
$4.89K - $5.38K
|
17.3K
$1.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
53+ 2.05% |
$4.8K - $5.29K
|
2.64K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 1.22% |
$4.71K - $5.19K
|
4.32K
$391K
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
47+ 1.45% |
$4.26K - $4.69K
|
3.29K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
43+ 1.03% |
$3.89K - $4.29K
|
4.23K
$383K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
41+ 0.39% |
$3.71K - $4.09K
|
10.4K
$944K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
39+ 1.21% |
$3.53K - $3.89K
|
3.26K
$295K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
38+ 0.28% |
$3.44K - $3.79K
|
13.6K
$1.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.1% |
$3.35K - $3.69K
|
35.6K
$3.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
34+ 0.45% |
$3.08K - $3.39K
|
7.56K
$684K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 0.48% |
$3.08K - $3.39K
|
7.15K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
32+ 0.35% |
$2.9K - $3.19K
|
9.23K
$836K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.83% |
$2.72K - $2.99K
|
3.63K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
18+ 0.26% |
$1.63K - $1.79K
|
7.03K
$637K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18+ 0.54% |
$1.63K - $1.79K
|
3.33K
$302K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 0.79% |
$1.54K - $1.7K
|
2.16K
$196K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
16+ 0.36% |
$1.45K - $1.6K
|
4.45K
$403K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15+ 0.57% |
$1.36K - $1.5K
|
2.64K
$239K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
14+ 0.49% |
$1.27K - $1.4K
|
2.86K
$259K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 116.67% |
$1.27K - $1.4K
|
26
$2.36K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
14+ 0.56% |
$1.27K - $1.4K
|
2.51K
$227K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 33.33% |
$1.27K - $1.4K
|
56
$5.07K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 0.13% |
$1.09K - $1.2K
|
9.3K
$842K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11+ 0.13% |
$996 - $1.1K
|
8.45K
$765K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.38% |
$906 - $997
|
2.64K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.95% |
$725 - $798
|
852
$77.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8+ 0.91% |
$725 - $798
|
889
$80.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$543 - $598
|
2.61K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.02% |
$453 - $499
|
20K
$1.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4+ 0.06% |
$362 - $399
|
7.09K
$642K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4+ 0.02% |
$362 - $399
|
17K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$362 - $399
|
4.53K
$410K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$272 - $299
|
3.2K
$290K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.12% |
$272 - $299
|
2.55K
$231K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.06% |
$272 - $299
|
5.4K
$489K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.02% |
$181 - $199
|
10.1K
$919K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$181 - $199
|
2.62K
$238K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$181 - $199
|
5.74K
$520K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.06% |
$181 - $199
|
3.58K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2+ 0.02% |
$181 - $199
|
8.96K
$812K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.07% |
$181 - $199
|
2.92K
$265K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$90.6 - $99.7
|
2.99K
$270K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$90.6 - $99.7
|
425
$38.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.03% |
$90.6 - $99.7
|
3.05K
$276K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
25.6M+ 320.34% |
$2.32B - $2.45B
|
33.5M
$3.04B
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
14.8MNew |
$1.34B - $1.42B
|
14.8M
$1.34B
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.5M+ 65.6% |
$1.04B - $1.1B
|
29M
$2.63B
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.23M+ 9.81% |
$566M - $599M
|
69.8M
$6.32B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 8.55% |
$99.9M - $106M
|
14M
$1.26B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.02MNew |
$92.4M - $97.7M
|
1.02M
$92.2M
|
|