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 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
19.3K+ 57.07% |
$573K - $717K
|
53.2K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
19.2K+ 6.74% |
$569K - $712K
|
305K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.9K+ 60.03% |
$531K - $664K
|
47.8K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
17.7KNew |
$523K - $655K
|
17.7K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.2K+ 88.52% |
$451K - $564K
|
32.4K
$988K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 2.09% |
$440K - $551K
|
728K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
14.9K+ 20.45% |
$440K - $551K
|
87.5K
$2.67M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
14.8K+ 239.01% |
$438K - $548K
|
21K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
14.5KNew |
$431K - $539K
|
14.5K
$443K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
13.9K+ 46.8% |
$412K - $515K
|
43.6K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.1K+ 11.76% |
$389K - $486K
|
125K
$3.8M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.4K+ 18.44% |
$366K - $458K
|
79.4K
$2.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.2K+ 572.25% |
$361K - $452K
|
14.3K
$436K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12KNew |
$356K - $445K
|
12K
$366K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12KNew |
$356K - $445K
|
12K
$366K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.9KNew |
$354K - $442K
|
11.9K
$364K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
11.9K+ 66.82% |
$352K - $440K
|
29.6K
$903K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.8K+ 67.21% |
$350K - $438K
|
29.4K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
11.5K+ 161.57% |
$339K - $424K
|
18.5K
$565K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 21.94% |
$336K - $421K
|
63.1K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.4K+ 10.32% |
$308K - $385K
|
111K
$3.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
10.1K+ 40.55% |
$298K - $373K
|
34.9K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.86KNew |
$292K - $365K
|
9.86K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.68K+ 28.41% |
$287K - $359K
|
43.7K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.43KNew |
$279K - $350K
|
9.43K
$287K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.34KNew |
$277K - $346K
|
9.34K
$285K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.21KNew |
$273K - $341K
|
9.21K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
9.13KNew |
$270K - $338K
|
9.13K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.7K+ 28.46% |
$258K - $322K
|
39.3K
$1.2M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 51.53% |
$254K - $318K
|
25.2K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.03K+ 43.82% |
$238K - $297K
|
26.3K
$803K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.87KNew |
$233K - $292K
|
7.87K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.78K+ 33.39% |
$230K - $288K
|
31.1K
$947K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7.68KNew |
$228K - $285K
|
7.68K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.61KNew |
$225K - $282K
|
7.61K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.5KNew |
$222K - $278K
|
7.5K
$229K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
7.26K+ 16.98% |
$215K - $269K
|
50K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.94KNew |
$206K - $257K
|
6.94K
$212K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.93KNew |
$205K - $257K
|
6.93K
$211K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.81KNew |
$202K - $252K
|
6.81K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.47K+ 14.01% |
$191K - $240K
|
52.6K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.4K+ 56.17% |
$189K - $237K
|
17.8K
$542K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.33KNew |
$188K - $235K
|
6.33K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.3K+ 36.57% |
$186K - $233K
|
23.5K
$717K
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.25KNew |
$185K - $232K
|
6.25K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.8K+ 185.6% |
$172K - $215K
|
8.93K
$272K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
5.61K+ 5.33% |
$166K - $208K
|
111K
$3.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.58K+ 40.9% |
$165K - $207K
|
19.2K
$585K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.5K+ 78.26% |
$163K - $204K
|
12.5K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.44K+ 32.12% |
$161K - $202K
|
22.4K
$682K
|