Latest Institutional Sells of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2025
Q1 2025
|
Oakland Financial Corp
Sterling Heights, MI |
SELL
|
- |
-4KClosed |
$324K - $372K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.37K- 19.76% |
$273K - $313K
|
13.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.92K- 22.34% |
$236K - $272K
|
10.2K
$920K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.63K- 11.99% |
$213K - $244K
|
19.3K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.72K- 30.83% |
$139K - $160K
|
3.85K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 8.66% |
$123K - $141K
|
16K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.22K- 31.09% |
$98.5K - $113K
|
2.7K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.21K- 32.71% |
$97.8K - $112K
|
2.49K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-810- 20.93% |
$65.6K - $75.3K
|
3.06K
$277K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-686- 46.92% |
$55.5K - $63.8K
|
776
$70.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-667- 13.87% |
$54K - $62K
|
4.14K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-600- 17.83% |
$48.6K - $55.8K
|
2.77K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-425- 5.64% |
$34.4K - $39.5K
|
7.11K
$644K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-401- 8.44% |
$32.5K - $37.3K
|
4.35K
$394K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-400- 38.76% |
$32.4K - $37.2K
|
632
$57.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-400- 8.64% |
$32.4K - $37.2K
|
4.23K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-398- 3.66% |
$32.2K - $37K
|
10.5K
$948K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-391- 2.48% |
$31.7K - $36.3K
|
15.4K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-380- 28.57% |
$30.8K - $35.3K
|
950
$86.1K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-349- 8.1% |
$28.3K - $32.4K
|
3.96K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-268- 3.43% |
$21.7K - $24.9K
|
7.55K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-255- 33.46% |
$20.6K - $23.7K
|
507
$45.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-255- 81.47% |
$20.6K - $23.7K
|
58
$5.25K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 8.0% |
$18.2K - $20.9K
|
2.59K
$235K
|
|
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-224- 8.27% |
$18.1K - $20.8K
|
2.48K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-200- 8.06% |
$16.2K - $18.6K
|
2.28K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-197- 45.92% |
$15.9K - $18.3K
|
232
$21K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-170- 7.53% |
$13.8K - $15.8K
|
2.09K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-169- 4.64% |
$13.7K - $15.7K
|
3.47K
$314K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-158- 2.27% |
$12.8K - $14.7K
|
6.8K
$616K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-154- 1.34% |
$12.5K - $14.3K
|
11.3K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-125- 2.08% |
$10.1K - $11.6K
|
5.88K
$532K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-120- 2.57% |
$9.72K - $11.2K
|
4.56K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-114- 1.18% |
$9.23K - $10.6K
|
9.53K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 3.11% |
$9.07K - $10.4K
|
3.49K
$316K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-103- 17.52% |
$8.34K - $9.57K
|
485
$43.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-100- 6.06% |
$8.1K - $9.3K
|
1.55K
$140K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 13.11% |
$8.1K - $9.3K
|
663
$60.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 1.0% |
$8.1K - $9.3K
|
9.89K
$896K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 2.48% |
$8.1K - $9.3K
|
3.93K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-90- 0.44% |
$7.29K - $8.37K
|
20.2K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-75- 42.86% |
$6.07K - $6.97K
|
100
$9.06K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-67- 69.07% |
$5.42K - $6.23K
|
30
$2.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.71% |
$4.86K - $5.58K
|
1.56K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-58- 0.37% |
$4.7K - $5.39K
|
15.5K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-56- 2.6% |
$4.53K - $5.21K
|
2.1K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.51% |
$4.45K - $5.11K
|
3.6K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-46- 0.71% |
$3.72K - $4.28K
|
6.4K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30- 0.42% |
$2.43K - $2.79K
|
7.14K
$647K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 6.67% |
$2.02K - $2.32K
|
350
$31.7K
|
|