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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 15.19% |
$98.5K - $114K
|
9.16K
$769K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 21.48% |
$97.5K - $113K
|
6.76K
$568K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 9.05% |
$97.2K - $112K
|
14.4K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.18K+ 1.37% |
$95.8K - $111K
|
86.8K
$7.28M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.17KNew |
$95.6K - $110K
|
1.17K
$98.5K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$96.9K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.13K+ 45.98% |
$91.9K - $106K
|
3.58K
$300K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.12K+ 17.92% |
$91.6K - $106K
|
7.4K
$621K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 3.31% |
$89.8K - $104K
|
34.4K
$2.88M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.07K+ 7.48% |
$86.9K - $100K
|
15.3K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$85.6K - $98.9K
|
85.4K
$7.17M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05K+ 16.34% |
$85.6K - $98.9K
|
7.48K
$628K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 5.19% |
$84.9K - $98.1K
|
21.1K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 6.23% |
$84.8K - $98K
|
17.8K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 28.2% |
$81.5K - $94.2K
|
4.55K
$382K
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
995+ 1.9% |
$81.1K - $93.7K
|
53.3K
$4.47M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$98.6K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
977+ 38.66% |
$79.6K - $92K
|
3.5K
$294K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
972+ 22.26% |
$79.2K - $91.5K
|
5.34K
$448K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
968+ 9.73% |
$78.9K - $91.1K
|
10.9K
$916K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
952+ 6.4% |
$77.6K - $89.6K
|
15.8K
$1.33M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
944+ 3.27% |
$76.9K - $88.9K
|
29.8K
$2.5M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
924+ 1.92% |
$75.3K - $87K
|
49.2K
$4.13M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
904+ 1.7% |
$73.7K - $85.1K
|
54.2K
$4.55M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
893+ 6.22% |
$72.8K - $84.1K
|
15.2K
$1.28M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.44M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
881+ 13.95% |
$71.8K - $82.9K
|
7.2K
$604K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
874+ 8.93% |
$71.2K - $82.3K
|
10.7K
$895K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
855+ 23.35% |
$69.7K - $80.5K
|
4.52K
$379K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
849+ 11.05% |
$69.2K - $79.9K
|
8.53K
$716K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
846+ 4.63% |
$68.9K - $79.7K
|
19.1K
$1.61M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
831+ 4.07% |
$67.7K - $78.2K
|
21.2K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
827+ 6.52% |
$67.4K - $77.9K
|
13.5K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
773+ 4.0% |
$63K - $72.8K
|
20.1K
$1.69M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
757+ 0.93% |
$61.7K - $71.3K
|
81.7K
$6.86M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
755+ 4.34% |
$61.5K - $71.1K
|
18.2K
$1.52M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
747+ 18.39% |
$60.9K - $70.3K
|
4.81K
$404K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
740+ 7.22% |
$60.3K - $69.7K
|
11K
$923K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 8.4% |
$57.1K - $65.9K
|
9.03K
$758K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
656+ 17.94% |
$53.5K - $61.8K
|
4.31K
$362K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
655+ 8.98% |
$53.4K - $61.7K
|
7.95K
$667K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$273K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
634+ 26.8% |
$51.7K - $59.7K
|
3K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
628+ 3.82% |
$51.2K - $59.1K
|
17.1K
$1.43M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
602+ 0.27% |
$49.1K - $56.7K
|
222K
$18.6M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
590+ 12.94% |
$48.1K - $55.5K
|
5.15K
$432K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
589+ 3.05% |
$48K - $55.5K
|
19.9K
$1.67M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
588+ 6.6% |
$47.9K - $55.4K
|
9.49K
$797K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
586+ 10.27% |
$47.8K - $55.2K
|
6.29K
$528K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
580+ 3.42% |
$47.3K - $54.6K
|
17.5K
$1.47M
|