Purchases and Sales Made in Q3 2023 in Southwest Gas Holdings, Inc. (SWX)
This table provides information about the institutional ownership of Southwest Gas Holdings, Inc. (SWX) during Q3 2023. The information is specifically focused on institutions that hold shares of Southwest Gas Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
14New |
$837 - $944
|
14
$975
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12+ 0.18% |
$718 - $810
|
6.75K
$470K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 85.71% |
$359 - $405
|
13
$905
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$239 - $270
|
8
$557
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 8.82% |
$179 - $202
|
37
$2.58K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.28% |
$120 - $135
|
722
$50.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$59.8 - $67.5
|
31K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1+ 0.17% |
$59.8 - $67.5
|
579
$40.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-7- 1.39% |
$419 - $472
|
495
$34.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 32.0% |
$957 - $1.08K
|
34
$2.37K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 76.0% |
$1.14K - $1.28K
|
6
$418
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.86% |
$1.26K - $1.42K
|
2.41K
$168K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 3.23% |
$1.38K - $1.55K
|
690
$48.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 14.21% |
$1.67K - $1.89K
|
169
$11.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 28.0% |
$2.09K - $2.36K
|
90
$6.27K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42- 0.89% |
$2.51K - $2.83K
|
4.68K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-44- 0.09% |
$2.63K - $2.97K
|
46.7K
$3.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 59.49% |
$2.81K - $3.17K
|
32
$2.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-48- 1.56% |
$2.87K - $3.24K
|
3.02K
$210K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-50- 1.0% |
$2.99K - $3.37K
|
4.98K
$347K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-66- 0.56% |
$3.95K - $4.45K
|
11.7K
$816K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70- 0.07% |
$4.19K - $4.72K
|
104K
$7.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-85- 3.16% |
$5.08K - $5.73K
|
2.6K
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-93- 24.6% |
$5.56K - $6.27K
|
285
$19.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-115- 30.83% |
$6.88K - $7.76K
|
258
$18K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-188- 9.94% |
$11.2K - $12.7K
|
1.7K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-259- 3.06% |
$15.5K - $17.5K
|
8.2K
$571K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-288- 11.28% |
$17.2K - $19.4K
|
2.27K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-317- 17.14% |
$19K - $21.4K
|
1.53K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-317- 46.89% |
$19K - $21.4K
|
359
$25K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-400- 4.66% |
$23.9K - $27K
|
8.19K
$570K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-420- 5.77% |
$25.1K - $28.3K
|
6.86K
$478K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500- 50.0% |
$29.9K - $33.7K
|
500
$34.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-540- 1.36% |
$32.3K - $36.4K
|
39K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-545- 6.51% |
$32.6K - $36.8K
|
7.82K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-625- 11.96% |
$37.4K - $42.2K
|
4.6K
$320K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-642- 6.83% |
$38.4K - $43.3K
|
8.75K
$610K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-693- 1.62% |
$41.4K - $46.7K
|
42.2K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-699- 2.64% |
$41.8K - $47.2K
|
25.8K
$1.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-744- 12.76% |
$44.5K - $50.2K
|
5.09K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-800- 11.64% |
$47.8K - $54K
|
6.08K
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-900- 1.45% |
$53.8K - $60.7K
|
61.1K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-915- 1.88% |
$54.7K - $61.7K
|
47.7K
$3.32M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-950- 11.68% |
$56.8K - $64.1K
|
7.19K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.19K- 15.61% |
$71.3K - $80.5K
|
6.45K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.27K- 8.7% |
$75.9K - $85.6K
|
13.3K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.49K- 10.8% |
$88.9K - $100K
|
12.3K
$856K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.49K- 8.38% |
$89K - $100K
|
16.3K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 3.09% |
$101K - $113K
|
52.8K
$3.68M
|