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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-60- 0.9% |
$3.74K - $4.35K
|
6.63K
$600K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-40- 21.05% |
$2.49K - $2.9K
|
150
$13.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-18- 45.0% |
$1.12K - $1.31K
|
22
$1.99K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.21% |
$499 - $580
|
3.82K
$346K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-48.9KClosed |
$3.1M - $3.53M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-14.6K- 83.59% |
$925K - $1.05M
|
2.86K
$259K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 75.17% |
$580K - $661K
|
3.02K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-4.4K- 50.0% |
$279K - $318K
|
4.4K
$399K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 59.93% |
$213K - $243K
|
2.25K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.31K- 18.92% |
$147K - $167K
|
9.9K
$896K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.99K- 98.03% |
$126K - $144K
|
40
$3.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.9K- 33.56% |
$121K - $137K
|
3.76K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 35.42% |
$108K - $123K
|
3.1K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 15.51% |
$82.5K - $93.9K
|
7.08K
$642K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1K- 14.94% |
$63.4K - $72.3K
|
5.69K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-847- 8.65% |
$53.7K - $61.2K
|
8.94K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-842- 6.73% |
$53.4K - $60.8K
|
11.7K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-782- 6.31% |
$49.6K - $56.5K
|
11.6K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-614- 38.84% |
$39K - $44.4K
|
967
$87.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-550- 64.71% |
$34.9K - $39.7K
|
300
$27.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-438- 91.82% |
$27.8K - $31.6K
|
39
$3.53K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-296- 1.2% |
$18.8K - $21.4K
|
24.3K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-200- 0.73% |
$12.7K - $14.5K
|
27.1K
$2.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-165- 3.1% |
$10.5K - $11.9K
|
5.15K
$467K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-46- 1.43% |
$2.92K - $3.32K
|
3.16K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.09% |
$2.92K - $3.32K
|
4.19K
$380K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13- 0.09% |
$825 - $939
|
15.3K
$1.38M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-12.1K- 98.47% |
$821K - $968K
|
188
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.97KClosed |
$406K - $478K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.6KClosed |
$312K - $368K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-2.89KClosed |
$196K - $232K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.72K- 47.95% |
$185K - $218K
|
2.95K
$267K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.28K- 1.17% |
$155K - $183K
|
192K
$17.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.18K- 8.88% |
$148K - $174K
|
22.3K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.92K- 4.25% |
$130K - $154K
|
43.3K
$3.92M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 31.2% |
$97.6K - $115K
|
3.17K
$287K
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.35K- 19.71% |
$91.9K - $108K
|
5.51K
$499K
|
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1.15K- 11.11% |
$78.2K - $92.2K
|
9.2K
$833K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-982- 3.32% |
$66.8K - $78.7K
|
28.6K
$2.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-765- 19.06% |
$52K - $61.3K
|
3.25K
$294K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-644- 13.62% |
$43.8K - $51.6K
|
4.09K
$370K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-593- 5.38% |
$40.3K - $47.5K
|
10.4K
$945K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-535- 49.22% |
$36.4K - $42.9K
|
552
$50K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-510- 10.55% |
$34.7K - $40.9K
|
4.32K
$392K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 9.52% |
$27.2K - $32.1K
|
3.8K
$344K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-376- 0.72% |
$25.6K - $30.1K
|
51.9K
$4.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 88.16% |
$23.8K - $28.1K
|
47
$4.26K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-286- 5.7% |
$19.4K - $22.9K
|
4.73K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-270- 2.37% |
$18.4K - $21.6K
|
11.1K
$1.01M
|
|