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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.32KClosed |
$204K - $223K
|
0
$0
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-1.4K- 70.0% |
$85.9K - $94.2K
|
600
$48.8K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.07KClosed |
$65.7K - $72.1K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-914Closed |
$56.1K - $61.5K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-680Closed |
$41.7K - $45.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-525Closed |
$32.2K - $35.3K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-523- 82.23% |
$32.1K - $35.2K
|
113
$9.19K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-522Closed |
$32K - $35.1K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-159Closed |
$9.75K - $10.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-100Closed |
$6.13K - $6.73K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 1.47% |
$3.68K - $4.04K
|
4.01K
$326K
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-51Closed |
$3.13K - $3.43K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.09% |
$613 - $673
|
11.5K
$932K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-170KClosed |
$10.3M - $11.3M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-26KClosed |
$1.57M - $1.73M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-20.8KClosed |
$1.26M - $1.38M
|
0
$0
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15.7K- 98.39% |
$947K - $1.04M
|
256
$20.8K
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10.5KClosed |
$637K - $699K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.53KClosed |
$576K - $633K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.53KClosed |
$515K - $566K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.08KClosed |
$488K - $537K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.34KClosed |
$444K - $488K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.21KClosed |
$315K - $346K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.9KClosed |
$296K - $325K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.4KClosed |
$266K - $293K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-4.37KClosed |
$264K - $290K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.08KClosed |
$247K - $271K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-4.05KClosed |
$245K - $269K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.84KClosed |
$232K - $255K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.6KClosed |
$217K - $239K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.44KClosed |
$208K - $229K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.32KClosed |
$201K - $220K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.23KClosed |
$195K - $215K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.71KClosed |
$103K - $114K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-822Closed |
$49.7K - $54.6K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-800- 16.49% |
$48.4K - $53.1K
|
4.05K
$329K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-591Closed |
$35.7K - $39.3K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-525Closed |
$31.7K - $34.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-477Closed |
$28.8K - $31.7K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338Closed |
$20.4K - $22.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-249Closed |
$15.1K - $16.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-176Closed |
$10.6K - $11.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169Closed |
$10.2K - $11.2K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-134Closed |
$8.1K - $8.9K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-125Closed |
$7.56K - $8.3K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-48Closed |
$2.9K - $3.19K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-37Closed |
$2.24K - $2.46K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-213K- 67.84% |
$12.1M - $13.3M
|
101K
$8.22M
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-146KClosed |
$8.26M - $9.08M
|
0
$0
|