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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.34K+ 21.8% |
$435K - $502K
|
29.8K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.21K+ 30.04% |
$425K - $491K
|
22.6K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.12KNew |
$417K - $482K
|
5.12K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 18.91% |
$415K - $479K
|
32K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.09KNew |
$415K - $479K
|
5.09K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.01K+ 4.82% |
$409K - $472K
|
109K
$9.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.97K+ 7.36% |
$405K - $468K
|
72.5K
$6.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.89K+ 44.94% |
$398K - $460K
|
15.8K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.72K+ 17.09% |
$385K - $445K
|
32.4K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.71K+ 172.43% |
$384K - $443K
|
7.44K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.66KNew |
$380K - $439K
|
4.66K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.63K+ 42.65% |
$377K - $435K
|
15.5K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.56K+ 101.29% |
$371K - $429K
|
9.05K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.48KNew |
$365K - $422K
|
4.48K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44K+ 15.68% |
$362K - $418K
|
32.8K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.43K+ 25.98% |
$361K - $417K
|
21.5K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.4K+ 0.86% |
$359K - $414K
|
519K
$43.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
4.39K+ 11.24% |
$358K - $414K
|
43.5K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.13K+ 4.8% |
$337K - $389K
|
90.3K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.13K+ 1.84% |
$337K - $389K
|
228K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.12KNew |
$336K - $388K
|
4.12K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.08KNew |
$332K - $384K
|
4.08K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.02K+ 15.33% |
$327K - $378K
|
30.2K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.99KNew |
$325K - $375K
|
3.99K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.88KNew |
$316K - $365K
|
3.88K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.83K+ 3.86% |
$312K - $361K
|
103K
$8.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.8K+ 67.51% |
$309K - $357K
|
9.42K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.8KNew |
$309K - $357K
|
3.8K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.79K+ 4.85% |
$309K - $357K
|
82K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.78K+ 5.35% |
$308K - $356K
|
74.5K
$6.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$303K - $350K
|
3.72K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.65K+ 85.48% |
$297K - $344K
|
7.92K
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.6K+ 1.43% |
$294K - $339K
|
256K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.59K+ 6.53% |
$293K - $338K
|
58.6K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 4.84% |
$292K - $337K
|
77.5K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.54KNew |
$289K - $333K
|
3.54K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.53KNew |
$288K - $332K
|
3.53K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.41K+ 13.33% |
$278K - $321K
|
28.9K
$2.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.39KNew |
$276K - $319K
|
3.39K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.37K+ 55.75% |
$275K - $318K
|
9.42K
$797K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.36K+ 42.18% |
$274K - $317K
|
11.3K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.35KNew |
$273K - $315K
|
3.35K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.19K+ 2.58% |
$260K - $300K
|
127K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.08K+ 3.31% |
$251K - $290K
|
96.1K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 16.98% |
$249K - $288K
|
21.1K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.03K+ 83.74% |
$247K - $285K
|
6.65K
$562K
|