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
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 1.36% |
$17.3K - $20K
|
15.8K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
211+ 0.2% |
$17.2K - $19.9K
|
107K
$9.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
210+ 1.69% |
$17.1K - $19.8K
|
12.6K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.9% |
$16.6K - $19.2K
|
5.44K
$460K
|
|
|
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
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
197+ 84.91% |
$16.1K - $18.5K
|
429
$36.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
196+ 0.92% |
$16K - $18.5K
|
21.5K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
192New |
$15.6K - $18.1K
|
192
$16.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
190+ 2.89% |
$15.5K - $17.9K
|
6.77K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
185+ 6.69% |
$15.1K - $17.4K
|
2.95K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
181+ 0.26% |
$14.8K - $17K
|
70.8K
$5.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$14.7K - $16.9K
|
180
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
178+ 2.57% |
$14.5K - $16.8K
|
7.11K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 13.77% |
$14.4K - $16.7K
|
1.46K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
173+ 6.0% |
$14.1K - $16.3K
|
3.06K
$258K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 7.37% |
$14K - $16.2K
|
2.51K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
170+ 5.26% |
$13.9K - $16K
|
3.4K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.42% |
$13.9K - $16K
|
7.19K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 2.95% |
$13.3K - $15.3K
|
5.68K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
162+ 5.13% |
$13.2K - $15.3K
|
3.32K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
161+ 2.43% |
$13.1K - $15.2K
|
6.78K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
161+ 1.33% |
$13.1K - $15.2K
|
12.3K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 2.32% |
$12.9K - $14.9K
|
6.96K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
157+ 1.7% |
$12.8K - $14.8K
|
9.41K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 0.55% |
$12.7K - $14.7K
|
28.4K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
156+ 2.39% |
$12.7K - $14.7K
|
6.68K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
152+ 1.16% |
$12.4K - $14.3K
|
13.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
150+ 2.53% |
$12.2K - $14.1K
|
6.07K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
150New |
$12.2K - $14.1K
|
150
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
147+ 1.7% |
$12K - $13.8K
|
8.78K
$742K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
146+ 0.53% |
$11.9K - $13.7K
|
27.7K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 1.44% |
$11.7K - $13.5K
|
10.1K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
142+ 1.17% |
$11.6K - $13.4K
|
12.3K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 2.47% |
$11.4K - $13.2K
|
5.81K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 0.98% |
$11.3K - $13.1K
|
14.4K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
139+ 0.83% |
$11.3K - $13.1K
|
16.8K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134+ 2.38% |
$10.9K - $12.6K
|
5.77K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
134+ 2.5% |
$10.9K - $12.6K
|
5.49K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
132+ 3.07% |
$10.8K - $12.4K
|
4.43K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
128+ 3.29% |
$10.4K - $12.1K
|
4.02K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
126+ 23.12% |
$10.3K - $11.9K
|
671
$56.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
123+ 15.93% |
$10K - $11.6K
|
895
$75.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.54% |
$9.7K - $11.2K
|
22.1K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 1.84% |
$9.62K - $11.1K
|
6.54K
$553K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
116New |
$9.45K - $10.9K
|
116
$9.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
113+ 0.97% |
$9.21K - $10.6K
|
11.8K
$995K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
113+ 0.74% |
$9.21K - $10.6K
|
15.3K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
110+ 5.51% |
$8.97K - $10.4K
|
2.11K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
103+ 0.64% |
$8.39K - $9.7K
|
16.2K
$1.37M
|