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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13KNew |
$370K - $469K
|
13K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-425- 6.21% |
$12.1K - $15.4K
|
6.42K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$127K - $161K
|
4.45K
$146K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-643- 7.05% |
$18.4K - $23.3K
|
8.48K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
104+ 54.17% |
$2.97K - $3.77K
|
296
$9.71K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1K+ 14.21% |
$28.5K - $36.2K
|
8.04K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.34K- 24.1% |
$66.9K - $84.9K
|
7.38K
$242K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35+ 1.08% |
$999 - $1.27K
|
3.28K
$108K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
228+ 5.01% |
$6.51K - $8.26K
|
4.78K
$157K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-307- 0.66% |
$8.76K - $11.1K
|
46.5K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-161- 1.3% |
$4.59K - $5.83K
|
12.2K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 20.27% |
$45.7K - $57.9K
|
6.29K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.16KNew |
$176K - $223K
|
6.16K
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
71+ 0.59% |
$2.03K - $2.57K
|
12.2K
$400K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.12% |
$228 - $290
|
6.9K
$226K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.2KNew |
$177K - $224K
|
6.2K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 1.4% |
$2.85K - $3.62K
|
7.06K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
7.98K+ 7.73% |
$228K - $289K
|
111K
$3.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-540- 8.78% |
$15.4K - $19.6K
|
5.61K
$184K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
8.4KNew |
$240K - $304K
|
8.4K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-1.2K- 90.57% |
$34.2K - $43.5K
|
125
$4.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.39M- 53.6% |
$39.6M - $50.2M
|
1.2M
$39.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.3K- 28.11% |
$65.6K - $83.2K
|
5.88K
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
29.2KNew |
$834K - $1.06M
|
29.2K
$959K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 4.84% |
$257 - $326
|
177
$5.81K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$228 - $290
|
9.03K
$296K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.62KNew |
$160K - $203K
|
5.62K
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
6.06KNew |
$173K - $219K
|
6.06K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-4.67K- 40.98% |
$133K - $169K
|
6.72K
$221K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
15.4KNew |
$439K - $557K
|
15.4K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-157- 2.41% |
$4.48K - $5.68K
|
6.36K
$209K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 2.48% |
$485 - $616
|
702
$23K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.95KNew |
$170K - $215K
|
5.95K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 36.35% |
$116K - $147K
|
7.09K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.57K - $5.79K
|
160
$5.25K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-8.3K- 45.06% |
$237K - $301K
|
10.1K
$332K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.4K- 63.3% |
$298K - $378K
|
6.05K
$199K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
40New |
$1.14K - $1.45K
|
40
$1.31K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-271- 98.55% |
$7.73K - $9.81K
|
4
$131
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-2.98K- 25.16% |
$84.9K - $108K
|
8.85K
$290K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-309- 23.44% |
$8.82K - $11.2K
|
1.01K
$33.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30+ 0.25% |
$856 - $1.09K
|
12.1K
$398K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-80- 3.18% |
$2.28K - $2.9K
|
2.43K
$79.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 4.33% |
$314 - $398
|
243
$7.97K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
44.7K+ 49.07% |
$1.28M - $1.62M
|
136K
$4.46M
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
43.7KNew |
$1.29M - $1.62M
|
43.7K
$1.43M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
630New |
$18.7K - $23.3K
|
630
$20.7K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
127+ 195.38% |
$3.76K - $4.71K
|
192
$6.3K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.07M - $2.59M
|
70K
$2.3M
|
|
|
May 16, 2023
Q1 2023
|
Alken Asset Management Ltd.
|
BUY
|
- |
27.2KNew |
$806K - $1.01M
|
27.2K
$892K
|
|