Purchases and Sales Made in Q4 2023 in Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 23.08% |
$1.33K - $1.82K
|
200
$6.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 73.49% |
$1.36K - $1.85K
|
22
$682
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-66- 1.5% |
$1.47K - $2K
|
4.33K
$134K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 98.59% |
$1.56K - $2.12K
|
1
$31
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-71- 22.98% |
$1.58K - $2.15K
|
238
$7.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-73- 2.08% |
$1.62K - $2.21K
|
3.45K
$107K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 0.41% |
$1.62K - $2.21K
|
17.7K
$547K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 0.39% |
$1.76K - $2.39K
|
20.3K
$629K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-84- 71.19% |
$1.87K - $2.55K
|
34
$1.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 3.05% |
$2.22K - $3.03K
|
3.18K
$98.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 1.32% |
$2.22K - $3.03K
|
7.45K
$231K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 3.05% |
$2.22K - $3.03K
|
3.18K
$98.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-100- 0.55% |
$2.22K - $3.03K
|
18.1K
$560K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-102- 64.97% |
$2.27K - $3.09K
|
55
$1.71K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 16.13% |
$2.45K - $3.33K
|
572
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-124- 23.44% |
$2.76K - $3.76K
|
405
$12.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-125- 7.34% |
$2.78K - $3.79K
|
1.58K
$48.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-131- 39.58% |
$2.91K - $3.97K
|
200
$6.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-150- 12.19% |
$3.33K - $4.55K
|
1.08K
$33.5K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-175- 4.61% |
$3.89K - $5.3K
|
3.62K
$112K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-175- 47.68% |
$3.89K - $5.3K
|
192
$5.95K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 86.96% |
$4.45K - $6.06K
|
30
$930
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 86.96% |
$4.45K - $6.06K
|
30
$930
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 8.15% |
$4.45K - $6.06K
|
2.26K
$69.9K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-209- 2.13% |
$4.65K - $6.33K
|
9.6K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-210- 73.68% |
$4.67K - $6.37K
|
75
$2.33K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-213- 31.65% |
$4.73K - $6.46K
|
460
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-213- 1.95% |
$4.73K - $6.46K
|
10.7K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-217- 1.23% |
$4.82K - $6.58K
|
17.5K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-230- 1.34% |
$5.11K - $6.97K
|
16.9K
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-236- 70.24% |
$5.25K - $7.15K
|
100
$3.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-237- 1.21% |
$5.27K - $7.18K
|
19.4K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 43.55% |
$5.56K - $7.58K
|
324
$10K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-255- 26.34% |
$5.67K - $7.73K
|
713
$22.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-258- 3.44% |
$5.74K - $7.82K
|
7.25K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-260- 0.44% |
$5.78K - $7.88K
|
59.2K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 72.22% |
$5.78K - $7.88K
|
100
$3.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-267- 6.28% |
$5.94K - $8.09K
|
3.99K
$124K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 2.69% |
$6.45K - $8.79K
|
10.5K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-292- 0.3% |
$6.49K - $8.85K
|
98K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-297- 1.49% |
$6.6K - $9K
|
19.6K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 1.85% |
$6.67K - $9.09K
|
16K
$495K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-320- 5.17% |
$7.11K - $9.7K
|
5.87K
$182K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-335- 9.71% |
$7.45K - $10.2K
|
3.12K
$96.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-342- 1.21% |
$7.6K - $10.4K
|
27.9K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-362- 32.85% |
$8.05K - $11K
|
740
$22.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-368- 1.28% |
$8.18K - $11.2K
|
28.4K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-374- 41.56% |
$8.31K - $11.3K
|
526
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-379- 1.54% |
$8.43K - $11.5K
|
24.3K
$752K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-380- 13.36% |
$8.45K - $11.5K
|
2.46K
$76.4K
|