Latest Institutional Purchases of Capital Southwest Corp (CSWC)
This list provides information on the latest institutional transactions involving Capital Southwest Corp (CSWC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
178K+ 28.05% |
$3.72M - $4.61M
|
815K
$18.3M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.9% |
$234K - $291K
|
399K
$8.98M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.78K+ 1.81% |
$37.1K - $46K
|
100K
$2.26M
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
125KNew |
$2.94M - $3.37M
|
125K
$2.81M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
92.9K+ 8.77% |
$2.19M - $2.52M
|
1.15M
$25.9M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72.7K+ 970.63% |
$1.71M - $1.97M
|
80.2K
$1.81M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.8KNew |
$1.69M - $1.94M
|
71.8K
$1.62M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.9K+ 124.25% |
$1.34M - $1.54M
|
103K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.5K+ 15.81% |
$1.28M - $1.48M
|
399K
$8.99M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
48.4K+ 17.28% |
$1.14M - $1.31M
|
329K
$7.41M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.4K+ 24.61% |
$717K - $824K
|
154K
$3.47M
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8K+ 3103.98% |
$607K - $697K
|
26.6K
$599K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.3KNew |
$573K - $659K
|
24.3K
$548K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$453K - $520K
|
19.2K
$433K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16KNew |
$377K - $433K
|
16K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9KNew |
$374K - $429K
|
15.9K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$340K - $391K
|
14.5K
$325K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.4KNew |
$339K - $390K
|
14.4K
$324K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 12.24% |
$330K - $380K
|
129K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 20.36% |
$323K - $372K
|
81.1K
$1.83M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.4K+ 7.31% |
$293K - $337K
|
183K
$4.11M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.9K+ 16.38% |
$280K - $321K
|
84.4K
$1.9M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$262K - $300K
|
11.1K
$250K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 6.07% |
$259K - $297K
|
192K
$4.32M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.8KNew |
$254K - $292K
|
10.8K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.8KNew |
$231K - $265K
|
9.8K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.44K+ 33.51% |
$222K - $256K
|
37.6K
$847K
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
9.39K+ 2.47% |
$221K - $254K
|
389K
$8.75M
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.2KNew |
$193K - $222K
|
8.2K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.14K+ 44.08% |
$192K - $220K
|
26.6K
$599K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.71K+ 1539.22% |
$158K - $182K
|
7.15K
$161K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.69K+ 1.2% |
$158K - $181K
|
562K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 9.5% |
$153K - $176K
|
74.8K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.75K+ 0.86% |
$135K - $156K
|
676K
$15.2M
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.68K+ 7.82% |
$134K - $154K
|
78.3K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.3K+ 31.08% |
$125K - $144K
|
22.4K
$504K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5K+ 62.5% |
$118K - $135K
|
13K
$293K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.93K+ 6.19% |
$116K - $133K
|
84.5K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.18K+ 40.22% |
$98.4K - $113K
|
14.6K
$328K
|
|
Nov 06, 2024
Q3 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
4.12K+ 4.04% |
$97K - $111K
|
106K
$2.39M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.12K+ 4.17% |
$97K - $111K
|
103K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.9K+ 11.37% |
$91.9K - $106K
|
38.2K
$860K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.43K+ 23.34% |
$57.1K - $65.6K
|
12.8K
$289K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2.29K+ 4.22% |
$53.9K - $62K
|
56.5K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.19K+ 11.95% |
$51.5K - $59.1K
|
20.5K
$461K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 7.5% |
$51.5K - $59.1K
|
31.3K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.1KNew |
$49.4K - $56.7K
|
2.1K
$47.2K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 3.16% |
$45K - $51.7K
|
62.4K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 30.42% |
$41.4K - $47.5K
|
7.53K
$170K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.46K+ 7.99% |
$34.3K - $39.4K
|
19.7K
$443K
|