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 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
44+ 1.8% |
$3.59K - $4.14K
|
2.49K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
43+ 1.33% |
$3.5K - $4.05K
|
3.28K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 0.92% |
$3.42K - $3.95K
|
4.62K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
42+ 1.36% |
$3.42K - $3.95K
|
3.13K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 0.82% |
$3.42K - $3.95K
|
5.18K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
41New |
$3.34K - $3.86K
|
41
$3.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
37+ 1.03% |
$3.02K - $3.48K
|
3.64K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
36+ 0.83% |
$2.93K - $3.39K
|
4.36K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36+ 2.25% |
$2.93K - $3.39K
|
1.64K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
33+ 1.08% |
$2.69K - $3.11K
|
3.08K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
33+ 0.48% |
$2.69K - $3.11K
|
6.86K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.33% |
$2.61K - $3.01K
|
9.65K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 3.51% |
$2.53K - $2.92K
|
913
$76.6K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.75% |
$2.36K - $2.73K
|
3.91K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
29+ 0.05% |
$2.36K - $2.73K
|
56.9K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 0.2% |
$2.36K - $2.73K
|
14.4K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.95% |
$2.28K - $2.64K
|
2.97K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.47% |
$2.28K - $2.64K
|
6K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
27+ 0.15% |
$2.2K - $2.54K
|
18.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.18% |
$2.2K - $2.54K
|
15.3K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
23+ 0.86% |
$1.87K - $2.17K
|
2.68K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.82% |
$1.71K - $1.98K
|
2.58K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21+ 0.1% |
$1.71K - $1.98K
|
20.2K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 12.5% |
$1.63K - $1.88K
|
180
$15.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19+ 0.34% |
$1.55K - $1.79K
|
5.54K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.29% |
$1.55K - $1.79K
|
6.54K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 0.3% |
$1.55K - $1.79K
|
6.3K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
18New |
$1.47K - $1.69K
|
18
$1.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.74% |
$1.47K - $1.69K
|
2.45K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$1.47K - $1.69K
|
2.43K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
18+ 0.04% |
$1.47K - $1.69K
|
41.3K
$3.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.3% |
$1.47K - $1.69K
|
6.1K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.41% |
$1.39K - $1.6K
|
4.18K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.22K - $1.41K
|
2.02K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14+ 0.03% |
$1.14K - $1.32K
|
40.7K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.84% |
$1.06K - $1.22K
|
1.56K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
13+ 0.53% |
$1.06K - $1.22K
|
2.46K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13+ 0.18% |
$1.06K - $1.22K
|
7.27K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.05% |
$1.06K - $1.22K
|
23.7K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.2% |
$1.06K - $1.22K
|
6.54K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.38% |
$897 - $1.04K
|
2.88K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11+ 0.32% |
$897 - $1.04K
|
3.47K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.01% |
$815 - $942
|
139K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$815 - $942
|
11.6K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$815 - $942
|
10
$840
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.4% |
$734 - $847
|
2.24K
$188K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8+ 0.07% |
$652 - $753
|
11.1K
$929K
|