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 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-125- 78.62% |
$3.52K - $4.36K
|
34
$1.17K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 477.78% |
$4.85K - $5.99K
|
208
$7.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
693+ 3.19% |
$19.5K - $24.1K
|
22.4K
$775K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.77% |
$845 - $1.05K
|
3.87K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-48K- 20.0% |
$1.35M - $1.67M
|
192K
$6.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.65K- 6.31% |
$131K - $162K
|
69.1K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25+ 277.78% |
$705 - $871
|
34
$1.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-316K- 97.02% |
$8.92M - $11M
|
9.71K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
6.32KNew |
$178K - $220K
|
6.32K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-750- 6.55% |
$21.1K - $26.1K
|
10.7K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-750- 35.61% |
$21.1K - $26.1K
|
1.36K
$46.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$84.5 - $105
|
12
$414
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$507 - $627
|
18
$622
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-48- 3.24% |
$1.35K - $1.67K
|
1.43K
$49.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
25+ 0.16% |
$705 - $871
|
15.4K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-301- 3.77% |
$8.48K - $10.5K
|
7.69K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-18- 1.28% |
$507 - $627
|
1.39K
$48K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
993+ 16.3% |
$28K - $34.6K
|
7.09K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-206- 93.21% |
$5.81K - $7.18K
|
15
$518
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-512- 23.02% |
$14.4K - $17.8K
|
1.71K
$59.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-96K- 87.4% |
$2.71M - $3.35M
|
13.8K
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-117- 0.55% |
$3.3K - $4.08K
|
21K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-894- 0.62% |
$25.2K - $31.1K
|
143K
$4.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-93- 6.26% |
$2.62K - $3.24K
|
1.39K
$48.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-255- 2.34% |
$7.19K - $8.88K
|
10.7K
$368K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.16% |
$113 - $139
|
350
$12.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 0.76% |
$141 - $174
|
661
$22.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.88% |
$902 - $1.11K
|
3.66K
$126K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
648+ 78.64% |
$18.3K - $22.6K
|
1.47K
$50.8K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.4K- 1.25% |
$417K - $501K
|
1.14M
$39.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 0.75% |
$42.6K - $51.2K
|
195K
$6.73M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-36.8K- 3.4% |
$1.07M - $1.28M
|
1.04M
$36.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.36K+ 0.91% |
$39.5K - $47.5K
|
150K
$5.2M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
140New |
$4.06K - $4.88K
|
140
$4.84K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
15.6KNew |
$454K - $545K
|
15.6K
$541K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
148New |
$4.29K - $5.16K
|
148
$5.11K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-612- 5.75% |
$17.7K - $21.3K
|
10K
$346K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
34New |
$986 - $1.18K
|
34
$1.17K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
19KNew |
$551K - $662K
|
19K
$656K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-34- 13.71% |
$986 - $1.18K
|
214
$7.39K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
300New |
$8.7K - $10.5K
|
300
$10.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
25KNew |
$725K - $871K
|
25K
$864K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-19.4K- 19.52% |
$563K - $676K
|
80K
$2.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
427New |
$12.4K - $14.9K
|
427
$14.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-123K- 93.91% |
$3.57M - $4.29M
|
7.99K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-800- 83.07% |
$23.2K - $27.9K
|
163
$5.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
83.8K+ 335.98% |
$2.43M - $2.92M
|
109K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-104K- 6.26% |
$3.03M - $3.64M
|
1.56M
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
10.6KNew |
$308K - $370K
|
10.6K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-926- 8.02% |
$26.8K - $32.3K
|
10.6K
$367K
|
|