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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 30.45% |
$129K - $163K
|
23.4K
$766K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-158- 2.77% |
$3.74K - $4.73K
|
5.55K
$182K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15.7K+ 12.16% |
$372K - $470K
|
145K
$4.75M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-54- 0.77% |
$1.28K - $1.62K
|
6.99K
$229K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-200- 66.67% |
$4.74K - $5.99K
|
100
$3.28K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 10.65% |
$22.2K - $28K
|
7.84K
$257K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
79New |
$1.87K - $2.36K
|
79
$2.59K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-324- 58.59% |
$7.68K - $9.7K
|
229
$7.51K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.42KNew |
$200K - $252K
|
8.42K
$276K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-854- 4.73% |
$20.2K - $25.6K
|
17.2K
$565K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-707- 2.93% |
$16.8K - $21.2K
|
23.4K
$768K
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
65K+ 33.68% |
$1.54M - $1.95M
|
258K
$8.46M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21.8K+ 3.27% |
$517K - $653K
|
689K
$22.6M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.51K+ 4.14% |
$59.4K - $75.1K
|
63.1K
$2.07M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-440- 3.21% |
$10.4K - $13.2K
|
13.3K
$435K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.5KNew |
$178K - $224K
|
7.5K
$246K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.29% |
$23.8K - $30.1K
|
76.6K
$2.51M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-782- 2.11% |
$18.5K - $23.4K
|
36.3K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.08K- 41.26% |
$120K - $152K
|
7.22K
$237K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 4.75% |
$44K - $55.5K
|
37.2K
$1.22M
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-938- 1.13% |
$22.2K - $28.1K
|
82.4K
$2.7M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-76.1K- 39.29% |
$1.8M - $2.28M
|
118K
$3.86M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
139+ 0.74% |
$3.29K - $4.16K
|
18.9K
$620K
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.68K- 7.6% |
$206K - $260K
|
106K
$3.47M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-226- 3.17% |
$5.36K - $6.76K
|
6.89K
$226K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 0.32% |
$237 - $299
|
3.11K
$102K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.17KNew |
$123K - $155K
|
5.17K
$170K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.4% |
$142 - $180
|
1.49K
$49K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
7+ 4.49% |
$166 - $210
|
163
$5.35K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15KNew |
$357K - $450K
|
15K
$494K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-97- 0.77% |
$2.3K - $2.9K
|
12.5K
$410K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
71+ 0.83% |
$1.68K - $2.13K
|
8.64K
$283K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-173- 34.46% |
$4.1K - $5.18K
|
329
$10.8K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 14.71% |
$119 - $150
|
39
$1.28K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 14.15% |
$37.4K - $47.3K
|
9.59K
$315K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
55+ 0.49% |
$1.3K - $1.65K
|
11.4K
$374K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-91Closed |
$2.16K - $2.72K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
502+ 35.33% |
$11.9K - $15K
|
1.92K
$63.1K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
19New |
$450 - $569
|
19
$623
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 12.61% |
$442K - $558K
|
129K
$4.24M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-2.73K- 16.62% |
$64.8K - $81.8K
|
13.7K
$450K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 2.46% |
$47.6K - $60.1K
|
79.6K
$2.61M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
247+ 5.37% |
$5.85K - $7.39K
|
4.84K
$159K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-518- 2.7% |
$12.3K - $15.5K
|
18.7K
$613K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-66K- 19.86% |
$1.56M - $1.98M
|
266K
$8.74M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 2.94% |
$23.7 - $29.9
|
35
$1.15K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.62K+ 112.65% |
$157K - $198K
|
12.5K
$410K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$14.6K - $18.4K
|
614
$20.1K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-80- 0.16% |
$1.9K - $2.39K
|
51.3K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.71% |
$23.7 - $29.9
|
140
$4.59K
|