Purchases and Sales Made in Q1 2025 in Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV) during Q1 2025. 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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
407+ 34.61% |
$11.5K - $14.2K
|
1.58K
$47.6K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
399+ 2.4% |
$11.2K - $13.9K
|
17K
$511K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
391+ 22.09% |
$11K - $13.6K
|
2.16K
$65K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
378+ 2.29% |
$10.7K - $13.2K
|
16.9K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
360+ 180.0% |
$10.1K - $12.5K
|
560
$16.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
350New |
$9.86K - $12.2K
|
350
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
345+ 0.45% |
$9.72K - $12K
|
76.7K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
337+ 2.11% |
$9.5K - $11.7K
|
16.3K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
310+ 10.92% |
$8.74K - $10.8K
|
3.15K
$94.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
309New |
$8.71K - $10.8K
|
309
$9.29K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
274New |
$7.72K - $9.55K
|
274
$8.24K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
267+ 45.1% |
$7.52K - $9.3K
|
859
$25.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
254+ 218.97% |
$7.16K - $8.85K
|
370
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
239+ 3.97% |
$6.74K - $8.33K
|
6.25K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
226+ 2.52% |
$6.37K - $7.87K
|
9.19K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
218New |
$6.14K - $7.6K
|
218
$6.56K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
217+ 14.3% |
$6.12K - $7.56K
|
1.73K
$52.2K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
201+ 2.15% |
$5.66K - $7K
|
9.55K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
200New |
$5.64K - $6.97K
|
200
$6.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$5.64K - $6.97K
|
200
$6.02K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
185+ 0.82% |
$5.21K - $6.45K
|
22.6K
$681K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
177+ 21.0% |
$4.99K - $6.17K
|
1.02K
$30.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 477.78% |
$4.85K - $5.99K
|
208
$6.26K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
160+ 16.1% |
$4.51K - $5.57K
|
1.15K
$34.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
134New |
$3.78K - $4.67K
|
134
$4.03K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
130New |
$3.66K - $4.53K
|
130
$3.91K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
127+ 90.71% |
$3.58K - $4.42K
|
267
$8.03K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
115+ 115.0% |
$3.24K - $4.01K
|
215
$6.47K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
114+ 11.43% |
$3.21K - $3.97K
|
1.11K
$33.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
101+ 1010.0% |
$2.85K - $3.52K
|
111
$3.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
100+ 104.17% |
$2.82K - $3.48K
|
196
$5.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
100New |
$2.82K - $3.48K
|
100
$3.01K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
94+ 20.98% |
$2.65K - $3.27K
|
542
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 2.79% |
$2.59K - $3.21K
|
3.39K
$102K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
91+ 1.41% |
$2.56K - $3.17K
|
6.52K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$2.11K - $2.61K
|
75
$2.26K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
72New |
$2.03K - $2.51K
|
72
$2.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 4.13% |
$1.69K - $2.09K
|
1.51K
$45.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 0.35% |
$1.49K - $1.85K
|
15.3K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40New |
$1.13K - $1.39K
|
40
$1.2K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
34+ 0.45% |
$958 - $1.18K
|
7.65K
$230K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.88% |
$902 - $1.11K
|
3.66K
$110K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
31+ 1.58% |
$874 - $1.08K
|
1.99K
$59.9K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30+ 49.18% |
$845 - $1.05K
|
91
$2.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 23.21% |
$733 - $906
|
138
$4.15K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25+ 277.78% |
$705 - $871
|
34
$1.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
25+ 0.16% |
$705 - $871
|
15.4K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
21New |
$592 - $732
|
21
$632
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$564 - $697
|
20
$602
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19New |
$535 - $662
|
19
$572
|