Latest Institutional Purchases of Southern CO (SO)

SO Quotes by TradingView

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 24, 2023 Q2 2023
Achmea Investment Management B.V.

BUY
 -
952
+ 101.49%
$65.7K - $72K
1.89K $160K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
733
+ 23.64%
$50.6K - $55.5K
3.83K $324K
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
692
+ 2.79%
$47.7K - $52.4K
25.5K $2.15M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
582
+ 2.45%
$40.1K - $44K
24.4K $2.06M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
428
New
$29.5K - $32.4K
428 $36.2K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
222
New
$15.3K - $16.8K
222 $18.8K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
208
New
$14.3K - $15.7K
208 $17.6K
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
160
+ 3.2%
$11K - $12.1K
5.16K $436K
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
150
+ 150.0%
$10.3K - $11.3K
250 $21.1K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
49
+ 28.0%
$3.38K - $3.71K
224 $18.9K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
16
+ 0.34%
$1.1K - $1.21K
4.74K $401K
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
15
+ 0.5%
$1.03K - $1.13K
3.01K $255K
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
8
+ 0.28%
$552 - $605
2.91K $246K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
5
+ 1.22%
$345 - $378
414 $35K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
5
+ 0.08%
$345 - $378
6.61K $559K
Jul 20, 2023 Q2 2023
Johnson Midwest Financial, LLC

BUY
 -
4
+ 1.11%
$276 - $303
365 $30.9K
Aug 07, 2023 Q2 2023
Forefront Wealth Management Inc.

BUY
 -
3
+ 0.1%
$207 - $227
2.95K $250K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
3
+ 21.43%
$207 - $227
17 $1.44K
Q1 2023
Apr 14, 2023 Q1 2023
Chartwell Investment Partners, LLC

BUY
 -
101K
New
$6.29M - $7.31M
101K $8.53M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
86.5K
New
$5.39M - $6.27M
86.5K $7.32M
May 12, 2023 Q1 2023
Kettle Hill Capital Management, LLC

New York, NY
BUY
 -
70.2K
New
$4.37M - $5.09M
70.2K $5.93M
May 10, 2023 Q1 2023
Capula Management LTD

Grand Cayman, E9
BUY
 CALL
50K
New
$3.12M - $3.63M
50K $4.23M
May 15, 2023 Q1 2023
Polar Asset Management Partners Inc.

Toronto, A6
BUY
 PUT
30K
New
$1.87M - $2.18M
30K $2.54M
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
BUY
 -
20.2K
New
$1.26M - $1.47M
20.2K $1.71M
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
19.1K
+ 6.92%
$1.19M - $1.39M
296K $25M
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
13.7K
New
$852K - $991K
13.7K $1.16M
May 12, 2023 Q1 2023
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
9.39K
New
$585K - $681K
9.39K $794K
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
8.43K
New
$526K - $611K
8.43K $713K
May 18, 2023 Q1 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
4.26K
+ 7.8%
$265K - $309K
58.9K $4.98M
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
3.02K
New
$188K - $219K
3.02K $256K
Apr 26, 2023 Q1 2023
Litman Gregory Wealth Management LLC

BUY
 -
3K
New
$187K - $218K
3K $254K
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
2.92K
New
$182K - $212K
2.92K $247K
Apr 17, 2023 Q1 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
2.91K
New
$181K - $211K
2.91K $246K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
2.72K
+ 33.77%
$169K - $197K
10.8K $910K
May 12, 2023 Q1 2023
Elo Mutual Pension Insurance CO

BUY
 -
2.69K
+ 3.19%
$167K - $195K
86.9K $7.35M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
2.16K
New
$134K - $156K
2.16K $182K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
1.45K
New
$90.5K - $105K
1.45K $123K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
1.3K
+ 37.95%
$80.7K - $93.9K
4.71K $398K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
1.06K
+ 12.88%
$65.8K - $76.6K
9.25K $783K
May 10, 2023 Q1 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.04K
New
$64.5K - $75K
1.04K $87.5K
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
760
+ 14.4%
$47.4K - $55.1K
6.04K $511K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
600
New
$37.4K - $43.5K
600 $50.7K
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
600
+ 4.92%
$37.4K - $43.5K
12.8K $1.08M
May 12, 2023 Q1 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
400
New
$24.9K - $29K
400 $33.8K
Apr 14, 2023 Q1 2023
First Command Financial Services, Inc.

BUY
 -
400
+ 5.02%
$24.9K - $29K
8.37K $708K
Apr 14, 2023 Q1 2023
First Command Bank

BUY
 -
400
+ 5.02%
$24.9K - $29K
8.37K $708K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
350
New
$21.8K - $25.4K
350 $29.6K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
314
New
$19.6K - $22.8K
314 $26.6K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
300
New
$18.7K - $21.8K
300 $25.4K

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