Purchases and Sales Made in Q3 2023 in Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
170+ 0.02% |
$4.52K - $6.66K
|
688K
$21.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
161+ 7.89% |
$4.28K - $6.31K
|
2.2K
$68.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
149+ 1.49% |
$3.96K - $5.84K
|
10.2K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
138New |
$3.67K - $5.41K
|
138
$4.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
133+ 1.58% |
$3.53K - $5.21K
|
8.56K
$265K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 65.5% |
$3.48K - $5.13K
|
331
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
118+ 1.44% |
$3.13K - $4.62K
|
8.29K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
105+ 4.75% |
$2.79K - $4.11K
|
2.32K
$71.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.27% |
$2.66K - $3.92K
|
36.9K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
98+ 0.57% |
$2.6K - $3.84K
|
17.3K
$537K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
93+ 4.63% |
$2.47K - $3.64K
|
2.1K
$65.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
88+ 5.04% |
$2.34K - $3.45K
|
1.83K
$56.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83+ 0.99% |
$2.2K - $3.25K
|
8.49K
$263K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
74+ 74.0% |
$1.97K - $2.9K
|
174
$5.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
71New |
$1.89K - $2.78K
|
71
$2.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
55+ 38.46% |
$1.46K - $2.15K
|
198
$6.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
54+ 0.25% |
$1.43K - $2.12K
|
21.8K
$675K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
51New |
$1.35K - $2K
|
51
$1.58K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43+ 0.43% |
$1.14K - $1.68K
|
10.1K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
40New |
$1.06K - $1.57K
|
40
$1.24K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40+ 0.44% |
$1.06K - $1.57K
|
9.08K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.15% |
$770 - $1.14K
|
18.8K
$583K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
28+ 25.69% |
$744 - $1.1K
|
137
$4.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27+ 0.13% |
$717 - $1.06K
|
21.5K
$667K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27+ 0.62% |
$717 - $1.06K
|
4.4K
$136K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
25+ 12.5% |
$664 - $980
|
225
$6.98K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
25+ 0.29% |
$664 - $980
|
8.54K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
24New |
$637 - $940
|
24
$744
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 100.0% |
$584 - $862
|
44
$1.36K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
19+ 95.0% |
$505 - $744
|
39
$1.21K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.31% |
$425 - $627
|
5.23K
$162K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
13+ 0.07% |
$345 - $509
|
18.2K
$563K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13+ 1.28% |
$345 - $509
|
1.03K
$31.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 4.12% |
$319 - $470
|
303
$9.39K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.95% |
$239 - $353
|
957
$29.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.18% |
$212 - $313
|
684
$21.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 1.7% |
$186 - $274
|
419
$13K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
7+ 1.2% |
$186 - $274
|
592
$18.4K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 5.38% |
$186 - $274
|
137
$4.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.1% |
$159 - $235
|
550
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 22.22% |
$159 - $235
|
33
$1.02K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6+ 0.99% |
$159 - $235
|
613
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 125.0% |
$133 - $196
|
9
$279
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.7% |
$106 - $157
|
574
$17.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 11.76% |
$106 - $157
|
38
$1.18K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.02% |
$106 - $157
|
20.3K
$629K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 66.67% |
$106 - $157
|
10
$310
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$106 - $157
|
2.68K
$83K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.86% |
$79.7 - $118
|
352
$10.9K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.19% |
$79.7 - $118
|
256
$7.94K
|