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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-77- 2.29% |
$5.1K - $5.56K
|
3.29K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 2.49% |
$4.37K - $4.77K
|
2.59K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-59- 0.33% |
$3.91K - $4.26K
|
18.1K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-55- 1.4% |
$3.64K - $3.97K
|
3.88K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$861 - $939
|
5.39K
$488K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.51% |
$729 - $795
|
2.16K
$195K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.43M- 94.08% |
$89.6M - $104M
|
90K
$8.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-159K- 69.06% |
$9.94M - $11.6M
|
71K
$6.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-69.3K- 49.66% |
$4.35M - $5.07M
|
70.3K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-51.5K- 46.21% |
$3.23M - $3.76M
|
59.9K
$5.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.4K- 5.28% |
$1.03M - $1.2M
|
294K
$26.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.99K- 53.89% |
$564K - $657K
|
7.69K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.74K- 71.62% |
$548K - $639K
|
3.46K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.4K- 99.67% |
$339K - $395K
|
18
$1.63K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 32.54% |
$141K - $164K
|
4.66K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 88.1% |
$94.8K - $110K
|
204
$18.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.44K- 23.17% |
$90.4K - $105K
|
4.78K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.23K- 2.58% |
$77.3K - $90.1K
|
46.6K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.1K- 8.78% |
$69K - $80.4K
|
11.4K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-652- 9.85% |
$40.9K - $47.6K
|
5.97K
$540K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-633- 4.9% |
$39.7K - $46.3K
|
12.3K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-617- 14.82% |
$38.7K - $45.1K
|
3.55K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-370- 6.6% |
$23.2K - $27K
|
5.24K
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-318- 4.55% |
$19.9K - $23.2K
|
6.67K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 6.85% |
$15.7K - $18.3K
|
3.4K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-235- 98.74% |
$14.7K - $17.2K
|
3
$272
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-199- 5.94% |
$12.5K - $14.5K
|
3.15K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 3.97% |
$10K - $11.7K
|
3.87K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-160- 5.06% |
$10K - $11.7K
|
3K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-157- 3.86% |
$9.85K - $11.5K
|
3.91K
$354K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 2.06% |
$9.47K - $11K
|
7.19K
$651K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-142- 3.32% |
$8.9K - $10.4K
|
4.14K
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-100- 7.69% |
$6.27K - $7.31K
|
1.2K
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-60- 0.48% |
$3.76K - $4.38K
|
12.5K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-44- 0.18% |
$2.76K - $3.22K
|
24.4K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 1.14% |
$2.01K - $2.34K
|
2.77K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 2.19% |
$1.94K - $2.27K
|
1.39K
$125K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-27- 5.33% |
$1.69K - $1.97K
|
480
$43.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$1K - $1.17K
|
11K
$997K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-19.9K- 41.36% |
$1.29M - $1.45M
|
28.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-12.2K- 10.43% |
$790K - $892K
|
105K
$9.49M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 8.39% |
$685K - $773K
|
116K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.86K- 9.17% |
$315K - $355K
|
48.2K
$4.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.64K- 12.8% |
$300K - $339K
|
31.6K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 23.73% |
$257K - $290K
|
12.7K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.63K- 98.69% |
$235K - $265K
|
48
$4.35K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.21K- 22.85% |
$208K - $235K
|
10.8K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.1K- 39.62% |
$136K - $153K
|
3.2K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.23K- 46.52% |
$79.6K - $89.9K
|
1.41K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.13K- 62.89% |
$73.3K - $82.7K
|
668
$60.5K
|
|