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 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.6KNew |
$1.01M - $1.14M
|
15.6K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15K+ 86.98% |
$971K - $1.1M
|
32.2K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.6KNew |
$751K - $848K
|
11.6K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.99KNew |
$582K - $657K
|
8.99K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.52KNew |
$487K - $549K
|
7.52K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$431K - $487K
|
6.66K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.38KNew |
$413K - $467K
|
6.38K
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$387K - $437K
|
5.98K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5.2KNew |
$337K - $380K
|
5.2K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$257K - $290K
|
3.97K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.9KNew |
$253K - $285K
|
3.9K
$349K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.86KNew |
$249K - $282K
|
3.86K
$344K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$228K - $257K
|
3.52K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25KNew |
$210K - $237K
|
3.25K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.2KNew |
$207K - $234K
|
3.2K
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
3.18KNew |
$206K - $232K
|
3.18K
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$162K - $183K
|
2.5K
$224K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.48K+ 9.41% |
$160K - $181K
|
28.8K
$2.57M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$111K - $126K
|
1.72K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.87% |
$90.7K - $102K
|
15.6K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32KNew |
$85.3K - $96.3K
|
1.32K
$118K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
755+ 38.34% |
$48.9K - $55.2K
|
2.72K
$243K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
724New |
$46.9K - $52.9K
|
724
$64.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
661+ 21.6% |
$42.8K - $48.3K
|
3.72K
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
548New |
$35.5K - $40.1K
|
548
$49K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
429+ 0.96% |
$27.8K - $31.4K
|
44.9K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 181.82% |
$25.9K - $29.2K
|
620
$55.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
350+ 8.14% |
$22.7K - $25.6K
|
4.65K
$416K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
298+ 9.16% |
$19.3K - $21.8K
|
3.55K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.9K - $14.6K
|
200
$17.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
144New |
$9.32K - $10.5K
|
144
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
121New |
$7.83K - $8.84K
|
121
$10.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100+ 6.66% |
$6.47K - $7.31K
|
1.6K
$143K
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
100+ 3.06% |
$6.47K - $7.31K
|
3.37K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
65+ 1.59% |
$4.21K - $4.75K
|
4.14K
$370K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.49K - $3.95K
|
54
$4.83K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
50+ 0.35% |
$3.24K - $3.65K
|
14.2K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.39K - $2.7K
|
37
$3.31K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
$1.94K - $2.19K
|
30
$2.68K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
28+ 0.62% |
$1.81K - $2.05K
|
4.56K
$407K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$841 - $950
|
13
$1.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 0.4% |
$841 - $950
|
3.25K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$324 - $365
|
5
$447
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$259 - $292
|
4.01K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$64.7 - $73.1
|
1.61K
$144K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$64.7 - $73.1
|
8.7K
$777K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1.7MNew |
$117M - $129M
|
1.7M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
631KNew |
$43.5M - $47.7M
|
631K
$56.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
71.6KNew |
$4.94M - $5.42M
|
71.6K
$6.4M
|
|