Purchases and Sales Made in Q3 2021 in Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
490+ 0.69% |
$23.2K - $26.4K
|
71.4K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
471+ 37.2% |
$22.3K - $25.4K
|
1.74K
$58.3K
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
470+ 0.61% |
$22.3K - $25.3K
|
77.8K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
432New |
$20.5K - $23.3K
|
432
$14.5K
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
422+ 2.55% |
$20K - $22.7K
|
17K
$569K
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
421+ 6.14% |
$19.9K - $22.7K
|
7.27K
$244K
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
415+ 0.38% |
$19.7K - $22.4K
|
110K
$3.71M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
411+ 7.59% |
$19.5K - $22.1K
|
5.83K
$196K
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
405+ 25.08% |
$19.2K - $21.8K
|
2.02K
$67.8K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
404New |
$19.1K - $21.8K
|
404
$13.6K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
404+ 2.64% |
$19.1K - $21.8K
|
15.7K
$528K
|
|
Oct 20, 2021
Q3 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
400+ 1.08% |
$18.9K - $21.5K
|
37.4K
$1.26M
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
400New |
$18.9K - $21.5K
|
400
$13.4K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
400New |
$18.9K - $21.5K
|
400
$13.4K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
398New |
$18.8K - $21.4K
|
398
$13.4K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
388+ 467.47% |
$18.4K - $20.9K
|
471
$15.8K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
382+ 4.59% |
$18.1K - $20.6K
|
8.71K
$292K
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
382+ 1.13% |
$18.1K - $20.6K
|
34.1K
$1.14M
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
371+ 3.38% |
$17.6K - $20K
|
11.4K
$381K
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
365+ 3.34% |
$17.3K - $19.7K
|
11.3K
$379K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
352+ 17.79% |
$16.7K - $19K
|
2.33K
$78.3K
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
340+ 3.01% |
$16.1K - $18.3K
|
11.6K
$390K
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
338+ 3.99% |
$16K - $18.2K
|
8.8K
$296K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
337+ 17.15% |
$16K - $18.2K
|
2.3K
$77.3K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
335New |
$15.9K - $18K
|
335
$11.2K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
325+ 11.95% |
$15.4K - $17.5K
|
3.05K
$102K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
310+ 2.66% |
$14.7K - $16.7K
|
12K
$402K
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
309+ 2.34% |
$14.6K - $16.6K
|
13.5K
$454K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$14.2K - $16.2K
|
300
$10.1K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
300+ 4.36% |
$14.2K - $16.2K
|
7.19K
$241K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
298+ 2.83% |
$14.1K - $16.1K
|
10.8K
$364K
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
285+ 3.3% |
$13.5K - $15.4K
|
8.93K
$300K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
283+ 3.29% |
$13.4K - $15.2K
|
8.89K
$299K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
280New |
$13.3K - $15.1K
|
280
$9.4K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
274+ 2.01% |
$13K - $14.8K
|
13.9K
$468K
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
274+ 4.6% |
$13K - $14.8K
|
6.24K
$209K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
270+ 7.07% |
$12.8K - $14.5K
|
4.09K
$137K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
254+ 87.59% |
$12K - $13.7K
|
544
$18.3K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
251+ 1.6% |
$11.9K - $13.5K
|
16K
$536K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
251+ 5.92% |
$11.9K - $13.5K
|
4.49K
$151K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
250New |
$11.8K - $13.5K
|
250
$8.4K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
250+ 4.47% |
$11.8K - $13.5K
|
5.84K
$196K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
250+ 8.47% |
$11.8K - $13.5K
|
3.2K
$108K
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
245+ 8.86% |
$11.6K - $13.2K
|
3.01K
$101K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
236+ 55.27% |
$11.2K - $12.7K
|
663
$22.3K
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
234+ 1.23% |
$11.1K - $12.6K
|
19.3K
$647K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
225+ 2.79% |
$10.7K - $12.1K
|
8.3K
$279K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
218+ 8.54% |
$10.3K - $11.7K
|
2.77K
$93.1K
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
214+ 1.95% |
$10.1K - $11.5K
|
11.2K
$375K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
204+ 2.6% |
$9.66K - $11K
|
8.05K
$270K
|