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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-41- 0.26% |
$911 - $1.24K
|
15.9K
$538K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-43- 31.39% |
$956 - $1.3K
|
94
$3.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-45- 17.93% |
$1K - $1.36K
|
206
$6.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.61% |
$1.11K - $1.52K
|
1.87K
$63.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-50- 0.3% |
$1.11K - $1.52K
|
16.5K
$556K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 23.08% |
$1.33K - $1.82K
|
200
$6.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 73.49% |
$1.36K - $1.85K
|
22
$744
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-66- 1.5% |
$1.47K - $2K
|
4.33K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 98.59% |
$1.56K - $2.12K
|
1
$33.8
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-71- 22.98% |
$1.58K - $2.15K
|
238
$8.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-73- 2.08% |
$1.62K - $2.21K
|
3.45K
$116K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 0.41% |
$1.62K - $2.21K
|
17.7K
$597K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 0.39% |
$1.76K - $2.39K
|
20.3K
$686K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-84- 71.19% |
$1.87K - $2.55K
|
34
$1.15K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 3.05% |
$2.22K - $3.03K
|
3.18K
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-100- 0.55% |
$2.22K - $3.03K
|
18.1K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 3.05% |
$2.22K - $3.03K
|
3.18K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 1.32% |
$2.22K - $3.03K
|
7.45K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-102- 64.97% |
$2.27K - $3.09K
|
55
$1.86K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 16.13% |
$2.45K - $3.33K
|
572
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-124- 23.44% |
$2.76K - $3.76K
|
405
$13.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-125- 7.34% |
$2.78K - $3.79K
|
1.58K
$53.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-131- 39.58% |
$2.91K - $3.97K
|
200
$6.76K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-150- 12.19% |
$3.33K - $4.55K
|
1.08K
$36.5K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-175- 4.61% |
$3.89K - $5.3K
|
3.62K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-175- 47.68% |
$3.89K - $5.3K
|
192
$6.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 86.96% |
$4.45K - $6.06K
|
30
$1.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 8.15% |
$4.45K - $6.06K
|
2.26K
$76.2K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 86.96% |
$4.45K - $6.06K
|
30
$1.01K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-209- 2.13% |
$4.65K - $6.33K
|
9.6K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-210- 73.68% |
$4.67K - $6.37K
|
75
$2.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-213- 1.95% |
$4.73K - $6.46K
|
10.7K
$363K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-213- 31.65% |
$4.73K - $6.46K
|
460
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-217- 1.23% |
$4.82K - $6.58K
|
17.5K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-230- 1.34% |
$5.11K - $6.97K
|
16.9K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-236- 70.24% |
$5.25K - $7.15K
|
100
$3.38K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-237- 1.21% |
$5.27K - $7.18K
|
19.4K
$655K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 43.55% |
$5.56K - $7.58K
|
324
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-255- 26.34% |
$5.67K - $7.73K
|
713
$24.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-258- 3.44% |
$5.74K - $7.82K
|
7.25K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 72.22% |
$5.78K - $7.88K
|
100
$3.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-260- 0.44% |
$5.78K - $7.88K
|
59.2K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-267- 6.28% |
$5.94K - $8.09K
|
3.99K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 2.69% |
$6.45K - $8.79K
|
10.5K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-292- 0.3% |
$6.49K - $8.85K
|
98K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-297- 1.49% |
$6.6K - $9K
|
19.6K
$664K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 1.85% |
$6.67K - $9.09K
|
16K
$539K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-320- 5.17% |
$7.11K - $9.7K
|
5.87K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-335- 9.71% |
$7.45K - $10.2K
|
3.12K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-342- 1.21% |
$7.6K - $10.4K
|
27.9K
$942K
|