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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 1.71% |
$24K - $27.8K
|
17.6K
$1.48M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
294+ 2.89% |
$24K - $27.7K
|
10.5K
$878K
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
288+ 8.87% |
$23.5K - $27.1K
|
3.53K
$297K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
287+ 1.06% |
$23.4K - $27K
|
27.3K
$2.3M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
280+ 1.61% |
$22.8K - $26.4K
|
17.7K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
278+ 9.2% |
$22.7K - $26.2K
|
3.3K
$277K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
273+ 2.15% |
$22.2K - $25.7K
|
13K
$1.09M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 0.9% |
$21.8K - $25.1K
|
29.9K
$2.51M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 6.37% |
$21K - $24.3K
|
4.31K
$362K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
255+ 7.07% |
$20.8K - $24K
|
3.86K
$324K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
255+ 0.49% |
$20.8K - $24K
|
52K
$4.37M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 50.0% |
$20.4K - $23.5K
|
750
$63K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
249+ 1.13% |
$20.3K - $23.4K
|
22.3K
$1.87M
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
237+ 0.98% |
$19.3K - $22.3K
|
24.5K
$2.06M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
234+ 7.87% |
$19.1K - $22K
|
3.21K
$269K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
229+ 9.34% |
$18.7K - $21.6K
|
2.68K
$225K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
225+ 1.92% |
$18.3K - $21.2K
|
11.9K
$1M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
220+ 1.35% |
$17.9K - $20.7K
|
16.5K
$1.39M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
218+ 6.02% |
$17.8K - $20.5K
|
3.84K
$322K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
216+ 32.14% |
$17.6K - $20.3K
|
888
$74.5K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
216+ 0.8% |
$17.6K - $20.3K
|
27.3K
$2.29M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 1.36% |
$17.3K - $20K
|
15.8K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
211+ 0.2% |
$17.2K - $19.9K
|
107K
$9.02M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.9% |
$16.6K - $19.2K
|
5.44K
$456K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 18.3% |
$16.3K - $18.8K
|
1.29K
$109K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
200+ 3.4% |
$16.3K - $18.8K
|
6.09K
$511K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
197+ 84.91% |
$16.1K - $18.5K
|
429
$36K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
196+ 0.92% |
$16K - $18.5K
|
21.5K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$16.1K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
185+ 6.69% |
$15.1K - $17.4K
|
2.95K
$248K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
181+ 0.26% |
$14.8K - $17K
|
70.8K
$5.94M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 13.77% |
$14.4K - $16.7K
|
1.46K
$123K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
173+ 6.0% |
$14.1K - $16.3K
|
3.06K
$257K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 7.37% |
$14K - $16.2K
|
2.51K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
170+ 5.26% |
$13.9K - $16K
|
3.4K
$286K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$603K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 2.95% |
$13.3K - $15.3K
|
5.68K
$477K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
162+ 5.13% |
$13.2K - $15.3K
|
3.32K
$278K
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 2.32% |
$12.9K - $14.9K
|
6.96K
$584K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
157+ 1.7% |
$12.8K - $14.8K
|
9.41K
$790K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 0.55% |
$12.7K - $14.7K
|
28.4K
$2.38M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
156+ 2.39% |
$12.7K - $14.7K
|
6.68K
$561K
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
152+ 1.16% |
$12.4K - $14.3K
|
13.3K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$12.6K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 1.44% |
$11.7K - $13.5K
|
10.1K
$847K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
142+ 1.17% |
$11.6K - $13.4K
|
12.3K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 2.47% |
$11.4K - $13.2K
|
5.81K
$488K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 0.98% |
$11.3K - $13.1K
|
14.4K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
139+ 0.83% |
$11.3K - $13.1K
|
16.8K
$1.41M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134+ 2.38% |
$10.9K - $12.6K
|
5.77K
$484K
|