Purchases and Sales Made in Q1 2023 in Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV) during Q1 2023. The information is specifically focused on institutions that hold shares of SOUTHWEST AIRLINES CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
127+ 195.38% |
$3.76K - $4.71K
|
192
$5.85K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
125+ 0.65% |
$3.7K - $4.63K
|
19.3K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
122+ 0.72% |
$3.61K - $4.52K
|
17.1K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
115+ 1.59% |
$3.41K - $4.26K
|
7.34K
$224K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
111+ 1.14% |
$3.29K - $4.11K
|
9.86K
$300K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
111+ 0.27% |
$3.29K - $4.11K
|
40.5K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
108+ 8.67% |
$3.2K - $4K
|
1.35K
$41.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
105New |
$3.11K - $3.89K
|
105
$3.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 7.84% |
$2.96K - $3.71K
|
1.38K
$41.9K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$2.96K - $3.71K
|
100
$3.05K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94New |
$2.78K - $3.48K
|
94
$2.87K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
91+ 1.66% |
$2.7K - $3.37K
|
5.56K
$169K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 7.09% |
$2.61K - $3.26K
|
1.33K
$40.5K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
80+ 17.06% |
$2.37K - $2.96K
|
549
$16.7K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
77+ 0.78% |
$2.28K - $2.85K
|
9.92K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.39% |
$2.13K - $2.67K
|
18.7K
$569K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 8.05% |
$2.04K - $2.56K
|
926
$28.2K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
69+ 56.1% |
$2.04K - $2.56K
|
192
$5.85K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
67+ 0.92% |
$1.98K - $2.48K
|
7.39K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64+ 0.7% |
$1.9K - $2.37K
|
9.16K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.45% |
$1.72K - $2.15K
|
4.07K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
51New |
$1.51K - $1.89K
|
51
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
50+ 0.38% |
$1.48K - $1.85K
|
13.1K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
48+ 0.35% |
$1.42K - $1.78K
|
13.9K
$422K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
37+ 20.9% |
$1.1K - $1.37K
|
214
$6.52K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
33+ 0.26% |
$977 - $1.22K
|
12.5K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33+ 0.33% |
$977 - $1.22K
|
10.1K
$309K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
31+ 8.91% |
$918 - $1.15K
|
379
$11.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$889 - $1.11K
|
30
$914
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.21% |
$711 - $889
|
11.2K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.26% |
$622 - $778
|
7.98K
$243K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20New |
$592 - $741
|
20
$610
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
20New |
$592 - $741
|
20
$610
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18+ 2.05% |
$533 - $667
|
895
$27.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 7.17% |
$504 - $630
|
254
$7.74K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.79% |
$474 - $593
|
911
$27.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15New |
$444 - $556
|
15
$457
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
14New |
$415 - $519
|
14
$427
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 0.72% |
$355 - $445
|
1.69K
$51.5K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.09% |
$326 - $408
|
12.7K
$388K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.12% |
$326 - $408
|
8.99K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11+ 0.06% |
$326 - $408
|
18.1K
$553K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9+ 5.08% |
$267 - $334
|
186
$5.67K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$267 - $334
|
9
$274
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8New |
$237 - $296
|
8
$244
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.05% |
$207 - $259
|
676
$20.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.57% |
$178 - $222
|
1.06K
$32.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6+ 1.0% |
$178 - $222
|
607
$18.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.24% |
$178 - $222
|
2.53K
$77.2K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
6+ 1.04% |
$178 - $222
|
585
$17.8K
|