Latest Institutional Transactions on Southwest Airlines CO (LUV)
This table provides information on the latest institutional transactions involving Southwest Airlines CO (LUV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
7.07KNew |
$157K - $214K
|
7.07K
$246K
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-183K- 95.18% |
$4.07M - $5.55M
|
9.27K
$323K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 1.85% |
$6.67K - $9.09K
|
16K
$556K
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-15.9K- 67.97% |
$353K - $481K
|
7.49K
$261K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
659+ 43.79% |
$14.6K - $20K
|
2.16K
$75.4K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-362- 32.85% |
$8.05K - $11K
|
740
$25.8K
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-41- 0.26% |
$911 - $1.24K
|
15.9K
$554K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-236- 70.24% |
$5.25K - $7.15K
|
100
$3.48K
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 25.0% |
$233K - $318K
|
31.5K
$1.1M
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 2.69% |
$6.45K - $8.79K
|
10.5K
$366K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 11.11% |
$556 - $758
|
200
$6.97K
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-37.8K- 4.52% |
$840K - $1.15M
|
799K
$27.8M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
321New |
$7.14K - $9.73K
|
321
$11.2K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100New |
$2.22K - $3.03K
|
100
$3.48K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
100New |
$2.22K - $3.03K
|
100
$3.48K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-2K- 96.48% |
$44.5K - $60.6K
|
73
$2.54K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
134New |
$2.98K - $4.06K
|
134
$4.67K
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-10.7K- 9.28% |
$238K - $324K
|
105K
$3.64M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.17K- 36.91% |
$26.1K - $35.6K
|
2.01K
$69.9K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$489 - $667
|
22
$766
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.4KNew |
$31.1K - $42.4K
|
1.4K
$48.8K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.04K+ 5739.62% |
$67.6K - $92.2K
|
3.1K
$108K
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-858- 5.37% |
$19.1K - $26K
|
15.1K
$527K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-460- 82.14% |
$10.2K - $13.9K
|
100
$3.48K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-210- 73.68% |
$4.67K - $6.37K
|
75
$2.61K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
150+ 0.46% |
$3.33K - $4.55K
|
32.6K
$1.14M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-175- 47.68% |
$3.89K - $5.3K
|
192
$6.69K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.98KNew |
$155K - $211K
|
6.98K
$243K
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
7.23KNew |
$161K - $219K
|
7.23K
$252K
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
8.14KNew |
$181K - $247K
|
8.14K
$284K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 23.08% |
$1.33K - $1.82K
|
200
$6.97K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.5K- 10.98% |
$33.3K - $45.5K
|
12.2K
$423K
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.21KNew |
$160K - $219K
|
7.21K
$251K
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
356KNew |
$7.91M - $10.8M
|
356K
$12.4M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
551+ 2.71% |
$12.2K - $16.7K
|
20.9K
$726K
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-19.2K- 14.94% |
$426K - $581K
|
109K
$3.8M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-579- 2.62% |
$12.9K - $17.5K
|
21.6K
$751K
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
9.32KNew |
$207K - $282K
|
9.32K
$324K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.98K- 64.87% |
$88.5K - $121K
|
2.16K
$75.1K
|
|
Q3 2023 | |||||||
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.2KClosed |
$270K - $398K
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
225New |
$5.98K - $8.82K
|
225
$7.84K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.18K- 12.47% |
$31.3K - $46.1K
|
8.26K
$288K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 15.0% |
$79.7 - $118
|
23
$801
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
270KNew |
$7.17M - $10.6M
|
270K
$9.41M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-70- 27.89% |
$1.86K - $2.74K
|
181
$6.3K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.9KNew |
$50.6K - $74.6K
|
1.9K
$66.3K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
777+ 10.03% |
$20.6K - $30.4K
|
8.52K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 125.0% |
$133 - $196
|
9
$313
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
56.4K+ 60.71% |
$1.5M - $2.21M
|
149K
$5.2M
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
791New |
$21K - $31K
|
791
$27.6K
|