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 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
846+ 7.43% |
$57.5K - $67.8K
|
12.2K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
842+ 4.33% |
$57.3K - $67.5K
|
20.3K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
700New |
$47.6K - $56.1K
|
700
$63.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
588New |
$40K - $47.1K
|
588
$53.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
487+ 6.32% |
$33.1K - $39K
|
8.19K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
481+ 7.43% |
$32.7K - $38.6K
|
6.95K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
300+ 9.07% |
$20.4K - $24K
|
3.61K
$327K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
200New |
$13.6K - $16K
|
200
$18.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
167+ 0.36% |
$11.4K - $13.4K
|
46.9K
$4.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
165+ 5.56% |
$11.2K - $13.2K
|
3.13K
$284K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
93+ 0.55% |
$6.32K - $7.45K
|
17.2K
$1.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
91+ 0.95% |
$6.19K - $7.29K
|
9.67K
$876K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
78+ 1.53% |
$5.3K - $6.25K
|
5.17K
$469K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
65New |
$4.42K - $5.21K
|
65
$5.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
58+ 0.04% |
$3.94K - $4.65K
|
154K
$14M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29+ 47.54% |
$1.97K - $2.32K
|
90
$8.15K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.64% |
$1.77K - $2.08K
|
4.1K
$371K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
17+ 0.3% |
$1.16K - $1.36K
|
5.7K
$516K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11+ 0.83% |
$748 - $882
|
1.34K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.03% |
$408 - $481
|
17.3K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.75% |
$68 - $80.2
|
58
$5.25K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.87MNew |
$122M - $143M
|
1.87M
$169M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
62.6KNew |
$4.09M - $4.79M
|
62.6K
$5.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
24.5K+ 332.05% |
$1.6M - $1.88M
|
31.9K
$2.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10KNew |
$654K - $765K
|
10K
$906K
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 26.92% |
$458K - $536K
|
33K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
6.7KNew |
$438K - $513K
|
6.7K
$607K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
5.08KNew |
$332K - $388K
|
5.08K
$460K
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.67K+ 52.68% |
$305K - $357K
|
13.5K
$1.22M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.42KNew |
$289K - $338K
|
4.42K
$401K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.45KNew |
$226K - $264K
|
3.45K
$313K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.21K+ 21.49% |
$210K - $246K
|
18.1K
$1.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.07KNew |
$201K - $235K
|
3.07K
$278K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
3.05KNew |
$199K - $233K
|
3.05K
$276K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.87KNew |
$187K - $219K
|
2.87K
$260K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.85KNew |
$187K - $218K
|
2.85K
$259K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.81KNew |
$184K - $215K
|
2.81K
$254K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.35K+ 6.0% |
$154K - $180K
|
41.6K
$3.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$131K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
849+ 39.51% |
$55.5K - $65K
|
3K
$272K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
670+ 11.62% |
$43.8K - $51.3K
|
6.43K
$583K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
300+ 5.38% |
$19.6K - $23K
|
5.88K
$532K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
265+ 2.26% |
$17.3K - $20.3K
|
12K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
156+ 2228.57% |
$10.2K - $11.9K
|
163
$14.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$16.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126+ 4.49% |
$8.24K - $9.64K
|
2.93K
$265K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.25K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$6.97K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.62K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 0.09% |
$2.68K - $3.14K
|
45.5K
$4.12M
|
|