Institutional Ownership Southwest Gas Holdings, Inc. (SWX)
This table provides information about the institutional ownership of Southwest Gas Holdings, Inc. (SWX). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 60.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
115
shares
|
$8,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
114
shares
|
$8,693
0.0% of portfolio
|
Q3 2024
Added 147.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$7,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
100
shares
|
$7,626
0.0% of portfolio
|
Q2 2024
Added 809.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
92
shares
|
$7,015
0.0% of portfolio
|
Q3 2024
Added 360.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
80
shares
|
$6,100
0.0% of portfolio
|
Q3 2024
Added 40.35%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
73
shares
|
$5,566
0.0% of portfolio
|
Q3 2024
Reduced 18.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
62
shares
|
$4,728
0.0% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
55
shares
|
$4,194
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
50
shares
|
$3,813
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$3,584
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$3,279
0.0% of portfolio
|
Q3 2024
Reduced 33.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$3,050
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
39
shares
|
$2,974
0.0% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
38
shares
|
$2,897
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
37
shares
|
$2,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
37
shares
|
$2,821
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
37
shares
|
$2,821
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
36
shares
|
$2,745
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
31
shares
|
$2,364
0.0% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
29
shares
|
$2,211
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
28
shares
|
$2,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25
shares
|
$1,906
0.0% of portfolio
|
Q3 2022
Reduced 24.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,753
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
21
shares
|
$1,601
0.0% of portfolio
|
Q2 2023
Added 31.25%
|