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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.69KNew |
$73.4K - $93.7K
|
2.69K
$88.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.06K- 40.49% |
$83.6K - $107K
|
4.5K
$148K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
26KNew |
$709K - $904K
|
26K
$852K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-20- 57.14% |
$546 - $697
|
15
$492
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.1K- 21.8% |
$57.4K - $73.1K
|
7.54K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.35KNew |
$201K - $256K
|
7.35K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-315- 3.83% |
$8.6K - $11K
|
7.9K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-62- 0.72% |
$1.69K - $2.16K
|
8.54K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.27KNew |
$34.7K - $44.2K
|
1.27K
$41.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.32K- 33.06% |
$36K - $45.9K
|
2.67K
$87.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-44.6K- 98.89% |
$1.22M - $1.55M
|
500
$16.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$5.46K - $6.97K
|
200
$6.56K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.66KNew |
$45.4K - $57.9K
|
1.66K
$54.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-180- 41.86% |
$4.92K - $6.27K
|
250
$8.21K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 26.67% |
$5.46K - $6.97K
|
950
$31.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250- 99.21% |
$6.83K - $8.71K
|
2
$65.6
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
41.9KNew |
$1.14M - $1.46M
|
41.9K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$137 - $174
|
5
$164
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 4.78% |
$20.5K - $26.1K
|
15K
$491K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-38K- 60.0% |
$1.04M - $1.33M
|
25.4K
$833K
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
15KNew |
$410K - $522K
|
15K
$492K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2025
Q4 2023
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-26.1KClosed |
$581K - $792K
|
0
$0
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.4KClosed |
$209K - $285K
|
0
$0
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
19New |
$422 - $576
|
19
$624
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
525New |
$11.7K - $15.9K
|
525
$17.2K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$22.2 - $30.3
|
3
$98.5
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.6K- 45.92% |
$191K - $261K
|
10.1K
$332K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.01KClosed |
$22.5K - $30.6K
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
648New |
$14.4K - $19.6K
|
648
$21.3K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.4K- 68.26% |
$342K - $466K
|
7.15K
$235K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
604New |
$13.4K - $18.3K
|
604
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
15.3K+ 76.25% |
$339K - $462K
|
35.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-180K- 64.65% |
$3.99M - $5.44M
|
98.2K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-94.3K- 38.68% |
$2.1M - $2.86M
|
150K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-33.9K- 12.11% |
$753K - $1.03M
|
246K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
58KNew |
$1.29M - $1.76M
|
58K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
7K+ 50.65% |
$156K - $212K
|
20.8K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.04M+ 8.62% |
$23.2M - $31.7M
|
13.2M
$432M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$62.8K - $85.7K
|
2.83K
$92.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
3.3KNew |
$73.4K - $100K
|
3.3K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-28- 20.44% |
$622 - $849
|
109
$3.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75K+ 241835.48% |
$1.67M - $2.27M
|
75K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-641- 6.36% |
$14.2K - $19.4K
|
9.43K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
1.13M+ 360.87% |
$25M - $34.1M
|
1.44M
$47.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
16.4KNew |
$365K - $497K
|
16.4K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21KNew |
$466K - $636K
|
21K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
15.4KNew |
$342K - $467K
|
15.4K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.5KNew |
$33.3K - $45.5K
|
1.5K
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$11.1K - $15.2K
|
500
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
94+ 11.75% |
$2.09K - $2.85K
|
894
$29.3K
|
|