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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 20.27% |
$45.7K - $57.9K
|
6.29K
$195K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.16KNew |
$176K - $223K
|
6.16K
$190K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
71+ 0.59% |
$2.03K - $2.57K
|
12.2K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.12% |
$228 - $290
|
6.9K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.2KNew |
$177K - $224K
|
6.2K
$192K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 1.4% |
$2.85K - $3.62K
|
7.06K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-540- 8.78% |
$15.4K - $19.6K
|
5.61K
$174K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-1.2K- 90.57% |
$34.2K - $43.5K
|
125
$3.87K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.39M- 53.6% |
$39.6M - $50.2M
|
1.2M
$37.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.3K- 28.11% |
$65.6K - $83.2K
|
5.88K
$182K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
29.2KNew |
$834K - $1.06M
|
29.2K
$905K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 4.84% |
$257 - $326
|
177
$5.48K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$228 - $290
|
9.03K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
6.06KNew |
$173K - $219K
|
6.06K
$187K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-4.67K- 40.98% |
$133K - $169K
|
6.72K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-157- 2.41% |
$4.48K - $5.68K
|
6.36K
$197K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 2.48% |
$485 - $616
|
702
$21.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.95KNew |
$170K - $215K
|
5.95K
$184K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 36.35% |
$116K - $147K
|
7.09K
$219K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.57K - $5.79K
|
160
$4.95K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-8.3K- 45.06% |
$237K - $301K
|
10.1K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.4K- 63.3% |
$298K - $378K
|
6.05K
$187K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
40New |
$1.14K - $1.45K
|
40
$1.24K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-271- 98.55% |
$7.73K - $9.81K
|
4
$124
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-2.98K- 25.16% |
$84.9K - $108K
|
8.85K
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-309- 23.44% |
$8.82K - $11.2K
|
1.01K
$31.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30+ 0.25% |
$856 - $1.09K
|
12.1K
$375K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-80- 3.18% |
$2.28K - $2.9K
|
2.43K
$75.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 4.33% |
$314 - $398
|
243
$7.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
44.7K+ 49.07% |
$1.28M - $1.62M
|
136K
$4.2M
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
43.7KNew |
$1.29M - $1.62M
|
43.7K
$1.35M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
630New |
$18.7K - $23.3K
|
630
$19.5K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
127+ 195.38% |
$3.76K - $4.71K
|
192
$5.94K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.07M - $2.59M
|
70K
$2.17M
|
|
|
May 16, 2023
Q1 2023
|
Alken Asset Management Ltd.
|
BUY
|
- |
27.2KNew |
$806K - $1.01M
|
27.2K
$842K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$59.2 - $74.1
|
2
$61.9
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.94KNew |
$146K - $183K
|
4.94K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.61KNew |
$225K - $282K
|
7.61K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.37K- 18.21% |
$70.2K - $87.9K
|
10.6K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-525K- 76.86% |
$15.5M - $19.4M
|
158K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-482- 96.4% |
$14.3K - $17.9K
|
18
$557
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
CALL |
150KNew |
$4.44M - $5.56M
|
150K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-51.9K- 73.31% |
$1.54M - $1.92M
|
18.9K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.94KNew |
$206K - $257K
|
6.94K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
425KNew |
$12.6M - $15.8M
|
425K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
379KNew |
$11.2M - $14M
|
379K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
4KNew |
$118K - $148K
|
4K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
150KNew |
$4.44M - $5.56M
|
150K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
78KNew |
$2.31M - $2.89M
|
78K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.63K- 40.87% |
$167K - $209K
|
8.15K
$252K
|
|