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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 127.72% |
$377K - $414K
|
28.8K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$331K - $364K
|
14.2K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.1KNew |
$328K - $361K
|
14.1K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.4KNew |
$313K - $344K
|
13.4K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$278K - $305K
|
11.9K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.26K+ 51.0% |
$146K - $161K
|
18.5K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$25.9K - $28.5K
|
1.11K
$25K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
397New |
$9.26K - $10.2K
|
397
$8.94K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
248+ 2.37% |
$5.79K - $6.36K
|
10.7K
$241K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$4.67K - $5.13K
|
200
$4.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
190New |
$4.43K - $4.88K
|
190
$4.28K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$327 - $359
|
14
$315
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$303 - $334
|
13
$293
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
782KNew |
$16.3M - $18.9M
|
782K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.3KNew |
$797K - $924K
|
38.3K
$862K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25.5K+ 1900.3% |
$531K - $615K
|
26.8K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.1K+ 71.71% |
$501K - $581K
|
57.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
21.6K+ 36.3% |
$450K - $522K
|
81.3K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$367K - $425K
|
17.6K
$397K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$261K - $303K
|
12.5K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.87KNew |
$205K - $238K
|
9.87K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.62KNew |
$179K - $208K
|
8.62K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$176K - $204K
|
8.47K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.71K+ 33.63% |
$119K - $138K
|
22.7K
$511K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.44KNew |
$29.9K - $34.7K
|
1.44K
$32.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33KNew |
$27.6K - $32K
|
1.33K
$29.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
955New |
$19.9K - $23K
|
955
$21.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
750+ 57.69% |
$15.6K - $18.1K
|
2.05K
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
230New |
$4.79K - $5.55K
|
230
$5.18K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57New |
$1.19K - $1.37K
|
57
$1.28K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$210K - $244K
|
10.6K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.68KNew |
$192K - $223K
|
9.68K
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
3.27K+ 3.99% |
$64.8K - $75.3K
|
85.2K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.78K+ 24.15% |
$35.2K - $40.9K
|
9.12K
$205K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.33K+ 36.09% |
$26.3K - $30.6K
|
5K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.32K+ 1.09% |
$26.1K - $30.4K
|
122K
$2.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
375New |
$7.44K - $8.64K
|
375
$8.45K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
250New |
$4.96K - $5.76K
|
250
$5.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29+ 0.26% |
$575 - $668
|
11.3K
$256K
|
|
| Q2 2023 | |||||||
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$173K - $200K
|
10K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 29.93% |
$53.5K - $61.7K
|
13.4K
$302K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
665New |
$11.5K - $13.3K
|
665
$15K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
40.5KNew |
$684K - $811K
|
40.5K
$911K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$13.5K - $16K
|
800
$18K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
700+ 1.65% |
$11.8K - $14K
|
43.2K
$973K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.5KNew |
$193K - $227K
|
11.5K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$175K - $206K
|
10.5K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800New |
$13.4K - $15.7K
|
800
$18K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
800New |
$13.4K - $15.7K
|
800
$18K
|
|