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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.96K+ 25.52% |
$116K - $127K
|
24.4K
$655K
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.81K+ 7.12% |
$112K - $124K
|
72.4K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.38K+ 37.78% |
$102K - $112K
|
16K
$429K
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
3.62K+ 7.27% |
$84.5K - $92.9K
|
53.4K
$1.44M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.17K+ 9.5% |
$74K - $81.4K
|
36.6K
$983K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.3% |
$72.3K - $79.5K
|
97.2K
$2.61M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.83K+ 2.46% |
$65.9K - $72.5K
|
118K
$3.17M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 228.82% |
$58.3K - $64.2K
|
3.59K
$96.5K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.21K+ 22.34% |
$51.4K - $56.6K
|
12.1K
$324K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.19K+ 50.74% |
$51K - $56.1K
|
6.5K
$175K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.81K+ 10.85% |
$42.1K - $46.3K
|
18.4K
$495K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 16.8% |
$37.1K - $40.8K
|
11.1K
$297K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55KNew |
$36.2K - $39.8K
|
1.55K
$41.6K
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 2.54% |
$29.5K - $32.4K
|
51K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$25.9K - $28.5K
|
1.11K
$29.9K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.02K+ 101.7% |
$23.7K - $26.1K
|
2.02K
$54.2K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
923+ 1.7% |
$21.5K - $23.7K
|
55.3K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 3.35% |
$14K - $15.4K
|
18.5K
$497K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600New |
$14K - $15.4K
|
600
$16.1K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500New |
$11.7K - $12.8K
|
500
$13.4K
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
404+ 2.38% |
$9.43K - $10.4K
|
17.3K
$466K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
397New |
$9.26K - $10.2K
|
397
$10.7K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
350+ 3.54% |
$8.17K - $8.98K
|
10.2K
$275K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
310+ 1.96% |
$7.23K - $7.95K
|
16.1K
$433K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
280+ 0.64% |
$6.53K - $7.18K
|
43.9K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
266+ 4.74% |
$6.21K - $6.83K
|
5.88K
$158K
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
248+ 2.37% |
$5.79K - $6.36K
|
10.7K
$287K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$4.67K - $5.13K
|
200
$5.37K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
190New |
$4.43K - $4.88K
|
190
$5.1K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.89% |
$1.73K - $1.9K
|
2.64K
$70.8K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
61+ 5.96% |
$1.42K - $1.57K
|
1.08K
$29.1K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60+ 1500.0% |
$1.4K - $1.54K
|
64
$1.72K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 0.22% |
$1.03K - $1.13K
|
20.5K
$550K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$327 - $359
|
14
$376
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$303 - $334
|
13
$349
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 3.85% |
$23.3 - $25.7
|
27
$725
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
782KNew |
$16.3M - $18.9M
|
782K
$21M
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
131KNew |
$2.72M - $3.15M
|
131K
$3.51M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
93.7KNew |
$1.95M - $2.26M
|
93.7K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
42.4K+ 130.23% |
$883K - $1.02M
|
75K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.3KNew |
$797K - $924K
|
38.3K
$1.03M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25.5K+ 1900.3% |
$531K - $615K
|
26.8K
$721K
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.1K+ 71.71% |
$501K - $581K
|
57.6K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
21.6K+ 36.3% |
$450K - $522K
|
81.3K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$367K - $425K
|
17.6K
$474K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$261K - $303K
|
12.5K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.87KNew |
$205K - $238K
|
9.87K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
9.3K+ 448.84% |
$194K - $224K
|
11.4K
$305K
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.62KNew |
$179K - $208K
|
8.62K
$231K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$176K - $204K
|
8.47K
$227K
|