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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-579- 2.62% |
$12.9K - $17.5K
|
21.6K
$708K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
9.32KNew |
$207K - $282K
|
9.32K
$306K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.98K- 64.87% |
$88.5K - $121K
|
2.16K
$70.7K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
9.14KNew |
$243K - $358K
|
9.14K
$300K
|
|
|
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
$7.38K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.18K- 12.47% |
$31.3K - $46.1K
|
8.26K
$271K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 15.0% |
$79.7 - $118
|
23
$755
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-70- 27.89% |
$1.86K - $2.74K
|
181
$5.94K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.9KNew |
$50.6K - $74.6K
|
1.9K
$62.5K
|
|
|
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
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 125.0% |
$133 - $196
|
9
$295
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
56.4K+ 60.71% |
$1.5M - $2.21M
|
149K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1.3K+ 92.86% |
$34.5K - $50.9K
|
2.7K
$88.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-25K- 45.45% |
$664K - $980K
|
30K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
138New |
$3.67K - $5.41K
|
138
$4.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-81.3K- 66.4% |
$2.16M - $3.19M
|
41.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
10.4KNew |
$276K - $407K
|
10.4K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.25K+ 39.72% |
$59.8K - $88.2K
|
7.92K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-130- 89.04% |
$3.45K - $5.09K
|
16
$525
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-13.5K- 29.93% |
$357K - $527K
|
31.5K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-3.35M- 29.68% |
$89M - $131M
|
7.94M
$261M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-100- 19.42% |
$2.66K - $3.92K
|
415
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 100.0% |
$584 - $862
|
44
$1.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
140KNew |
$3.73M - $5.5M
|
140K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.3KNew |
$459K - $678K
|
17.3K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53Closed |
$1.41K - $2.08K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-123K- 33.07% |
$3.28M - $4.83M
|
250K
$8.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-2.64K- 9.72% |
$70.2K - $104K
|
24.6K
$806K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
CALL |
2.6KNew |
$69.1K - $102K
|
2.6K
$85.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-393- 4.88% |
$10.4K - $15.4K
|
7.66K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
55+ 38.46% |
$1.46K - $2.15K
|
198
$6.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
700New |
$18.6K - $27.4K
|
700
$23K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-251- 61.67% |
$6.67K - $9.83K
|
156
$5.12K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
76.5KNew |
$2.03M - $3M
|
76.5K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
174New |
$4.62K - $6.82K
|
174
$5.71K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.93K+ 16.7% |
$77.7K - $115K
|
20.4K
$671K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-8- 2.83% |
$212 - $313
|
275
$9.03K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.92K+ 4.58% |
$184K - $271K
|
158K
$5.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.93% |
$26.6 - $39.2
|
108
$3.54K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351- 3.6% |
$9.32K - $13.8K
|
9.4K
$308K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
700New |
$18.6K - $27.4K
|
700
$23K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
24KNew |
$637K - $939K
|
24K
$787K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
360+ 342.86% |
$9.56K - $14.1K
|
465
$15.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.9K- 12.97% |
$50.4K - $74.4K
|
12.7K
$418K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 66.67% |
$106 - $157
|
10
$328
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.16K+ 11.18% |
$30.8K - $45.4K
|
11.5K
$379K
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-16K- 10.3% |
$424K - $625K
|
139K
$4.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-656- 12.84% |
$17.4K - $25.7K
|
4.45K
$146K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.44% |
$26.6 - $39.2
|
42
$1.38K
|
|