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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.26M - $1.47M
|
20.2K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.39KNew |
$585K - $681K
|
9.39K
$835K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.43KNew |
$526K - $611K
|
8.43K
$750K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.26K+ 7.8% |
$265K - $309K
|
58.9K
$5.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.02KNew |
$188K - $219K
|
3.02K
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3KNew |
$187K - $218K
|
3K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.92KNew |
$182K - $212K
|
2.92K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.91KNew |
$181K - $211K
|
2.91K
$258K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 33.77% |
$169K - $197K
|
10.8K
$956K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.16KNew |
$134K - $156K
|
2.16K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.45KNew |
$90.5K - $105K
|
1.45K
$129K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.3K+ 37.95% |
$80.7K - $93.9K
|
4.71K
$418K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
760+ 14.4% |
$47.4K - $55.1K
|
6.04K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
600New |
$37.4K - $43.5K
|
600
$53.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
600+ 4.92% |
$37.4K - $43.5K
|
12.8K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$24.9K - $29K
|
400
$35.6K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$744K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$744K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350New |
$21.8K - $25.4K
|
350
$31.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
314New |
$19.6K - $22.8K
|
314
$27.9K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
300New |
$18.7K - $21.8K
|
300
$26.7K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
190New |
$11.8K - $13.8K
|
190
$16.9K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
180+ 4.83% |
$11.2K - $13.1K
|
3.91K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 1.49% |
$10.3K - $12K
|
11.3K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
136+ 0.27% |
$8.48K - $9.86K
|
51.2K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 25.0% |
$6.23K - $7.25K
|
500
$44.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
91+ 1.07% |
$5.67K - $6.6K
|
8.59K
$763K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 1.46% |
$2.68K - $3.12K
|
2.99K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
30+ 0.18% |
$1.87K - $2.18K
|
17K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
28+ 0.33% |
$1.74K - $2.03K
|
8.62K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
22+ 0.45% |
$1.37K - $1.6K
|
4.9K
$436K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9+ 0.11% |
$561 - $653
|
8.02K
$713K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
PUT |
4New |
$249 - $290
|
4
$356
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$62.3 - $72.5
|
4.91K
$437K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.01MNew |
$572M - $651M
|
9.01M
$801M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
349KNew |
$22.1M - $25.2M
|
349K
$31M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
146K+ 67.9% |
$9.25M - $10.5M
|
360K
$32M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
75.3KNew |
$4.78M - $5.44M
|
75.3K
$6.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
65.6KNew |
$4.16M - $4.74M
|
65.6K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
54.1KNew |
$3.43M - $3.91M
|
54.1K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
39KNew |
$2.47M - $2.82M
|
39K
$3.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32.5KNew |
$2.06M - $2.35M
|
32.5K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
29.2K+ 2.59% |
$1.85M - $2.11M
|
1.16M
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.1KNew |
$1.15M - $1.31M
|
18.1K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$266K - $303K
|
4.2K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.84KNew |
$244K - $277K
|
3.84K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.83KNew |
$243K - $277K
|
3.83K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.6KNew |
$228K - $260K
|
3.6K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.48KNew |
$221K - $252K
|
3.48K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $234K
|
3.24K
$288K
|
|