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 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-63- 0.46% |
$1.67K - $2.47K
|
13.5K
$418K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-70- 27.89% |
$1.86K - $2.74K
|
181
$5.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-75- 3.33% |
$1.99K - $2.94K
|
2.18K
$67.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-76- 8.94% |
$2.02K - $2.98K
|
774
$24K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-79- 0.49% |
$2.1K - $3.1K
|
16K
$496K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 0.85% |
$2.15K - $3.17K
|
9.4K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 1.18% |
$2.34K - $3.45K
|
7.39K
$229K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-88- 0.93% |
$2.34K - $3.45K
|
9.34K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93- 11.64% |
$2.47K - $3.64K
|
706
$21.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-94- 0.98% |
$2.5K - $3.68K
|
9.54K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-100- 0.58% |
$2.66K - $3.92K
|
17.1K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-100- 19.42% |
$2.66K - $3.92K
|
415
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-120- 0.09% |
$3.19K - $4.7K
|
131K
$4.07M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-123Closed |
$3.27K - $4.82K
|
0
$0
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 7.57% |
$3.4K - $5.02K
|
1.56K
$48.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 7.57% |
$3.4K - $5.02K
|
1.56K
$48.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-130- 7.1% |
$3.45K - $5.09K
|
1.7K
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-130- 89.04% |
$3.45K - $5.09K
|
16
$496
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-135- 1.22% |
$3.59K - $5.29K
|
10.9K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-166- 0.92% |
$4.41K - $6.5K
|
17.9K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-168- 3.58% |
$4.46K - $6.58K
|
4.52K
$140K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-190- 2.84% |
$5.05K - $7.44K
|
6.49K
$201K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-200- 1.82% |
$5.31K - $7.84K
|
10.8K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 0.72% |
$5.44K - $8.03K
|
28.1K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-210- 3.28% |
$5.58K - $8.23K
|
6.19K
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-218- 13.63% |
$5.79K - $8.54K
|
1.38K
$42.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-244- 1.5% |
$6.48K - $9.56K
|
16K
$496K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-250- 19.87% |
$6.64K - $9.8K
|
1.01K
$31.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-251- 61.67% |
$6.67K - $9.83K
|
156
$4.84K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-251- 9.85% |
$6.67K - $9.83K
|
2.3K
$71.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-254- 1.64% |
$6.75K - $9.95K
|
15.2K
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 7.37% |
$7.17K - $10.6K
|
3.39K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-294- 0.28% |
$7.81K - $11.5K
|
104K
$3.21M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-306- 2.44% |
$8.13K - $12K
|
12.2K
$379K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-323- 1.92% |
$8.58K - $12.7K
|
16.5K
$512K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-325- 11.69% |
$8.63K - $12.7K
|
2.46K
$76.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-326- 5.33% |
$8.66K - $12.8K
|
5.79K
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-327- 2.35% |
$8.69K - $12.8K
|
13.6K
$422K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351- 3.6% |
$9.32K - $13.8K
|
9.4K
$291K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-352- 98.6% |
$9.35K - $13.8K
|
5
$155
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-367- 14.77% |
$9.75K - $14.4K
|
2.12K
$65.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-375- 35.48% |
$9.96K - $14.7K
|
682
$21.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-393- 4.88% |
$10.4K - $15.4K
|
7.66K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-394- 4.1% |
$10.5K - $15.4K
|
9.22K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-402- 1.28% |
$10.7K - $15.8K
|
30.9K
$959K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-407- 2.34% |
$10.8K - $15.9K
|
17K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-417- 1.72% |
$11.1K - $16.3K
|
23.8K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-430- 15.49% |
$11.4K - $16.8K
|
2.35K
$72.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-452- 11.58% |
$12K - $17.7K
|
3.45K
$107K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-491- 33.65% |
$13K - $19.2K
|
968
$30K
|