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 315 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 $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,664
shares
|
$264,540
0.0% of portfolio
|
Q4 2022
Added 19.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,619
shares
|
$261,291
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
3,603
shares
|
$260,136
0.11% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,536
shares
|
$255,299
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
3,456
shares
|
$249,523
0.0% of portfolio
|
Q3 2024
Added 68.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,327
shares
|
$240,209
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,306
shares
|
$238,693
0.03% of portfolio
|
Q3 2024
Reduced 33.23%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,251
shares
|
$234,722
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,118
shares
|
$225,119
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
3,118
shares
|
$225,119
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,112
shares
|
$224,686
0.02% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,038
shares
|
$219,343
0.0% of portfolio
|
Q3 2024
Reduced 45.46%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,000
shares
|
$216,600
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$216,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,986
shares
|
$215,589
0.0% of portfolio
|
Q3 2024
Reduced 38.66%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,945
shares
|
$212,629
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,938
shares
|
$212,123
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,854
shares
|
$206,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,852
shares
|
$205,914
0.0% of portfolio
|
Q3 2024
Added 47.24%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$202,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,791
shares
|
$201,510
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,739
shares
|
$197,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$194,940
0.04% of portfolio
|
Q1 2024
Added 51.85%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,650
shares
|
$191,330
0.04% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,611
shares
|
$188,514
0.0% of portfolio
|
Q3 2024
Added 52.24%
|