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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.39KNew |
$32.8K - $37.7K
|
1.39K
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.23% |
$31.2K - $35.9K
|
42.4K
$955K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.26K+ 1.69% |
$29.8K - $34.2K
|
76.1K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
913+ 166.0% |
$21.5K - $24.7K
|
1.46K
$32.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
807+ 0.13% |
$19K - $21.8K
|
641K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
760+ 57.14% |
$17.9K - $20.6K
|
2.09K
$47.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
692+ 3.09% |
$16.3K - $18.7K
|
23.1K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
518+ 8.62% |
$12.2K - $14K
|
6.53K
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 4.22% |
$10.6K - $12.2K
|
11.2K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
400New |
$9.42K - $10.8K
|
400
$9.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
369+ 2.28% |
$8.69K - $9.99K
|
16.6K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
342+ 112.5% |
$8.06K - $9.26K
|
646
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200New |
$4.71K - $5.41K
|
200
$4.5K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
166+ 0.77% |
$3.91K - $4.49K
|
21.6K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 4.0% |
$2.12K - $2.44K
|
2.34K
$52.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 10.0% |
$1.18K - $1.35K
|
550
$12.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 0.21% |
$1.04K - $1.19K
|
20.6K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29New |
$683 - $785
|
29
$653
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$471 - $541
|
20
$450
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19New |
$448 - $514
|
19
$428
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.05% |
$283 - $325
|
24.4K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 3.7% |
$23.6 - $27.1
|
28
$631
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.96% |
$23.6 - $27.1
|
52
$1.17K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.1% |
$23.6 - $27.1
|
1.03K
$23.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
75.2KNew |
$1.83M - $2.05M
|
75.2K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.3KNew |
$445K - $496K
|
18.3K
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.6KNew |
$406K - $453K
|
16.6K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.7KNew |
$309K - $345K
|
12.7K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4KNew |
$303K - $338K
|
12.4K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$302K - $336K
|
12.4K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.52KNew |
$232K - $259K
|
9.52K
$214K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8KNew |
$195K - $218K
|
8K
$180K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67KNew |
$187K - $209K
|
7.67K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.31K+ 3.35% |
$130K - $144K
|
164K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4KNew |
$97.6K - $109K
|
4K
$90.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 1.84% |
$30.6K - $34.1K
|
69.2K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
600New |
$14.6K - $16.3K
|
600
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
581New |
$14.2K - $15.8K
|
581
$13.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$12.2K - $13.6K
|
500
$11.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
500New |
$12.2K - $13.6K
|
500
$11.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
338+ 4.21% |
$8.24K - $9.19K
|
8.37K
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$4.88K - $5.44K
|
200
$4.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
151+ 2.16% |
$3.68K - $4.11K
|
7.13K
$160K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 0.74% |
$1.46K - $1.63K
|
8.14K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
58+ 0.05% |
$1.41K - $1.58K
|
121K
$2.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56New |
$1.37K - $1.52K
|
56
$1.26K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$268 - $299
|
55
$1.24K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.7% |
$24.4 - $27.2
|
28
$631
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
82.2KNew |
$1.92M - $2.11M
|
82.2K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
63.5KNew |
$1.48M - $1.63M
|
63.5K
$1.43M
|
|