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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$19.8K - $26.4K
|
1.1K
$29.5K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20New |
$360 - $481
|
20
$537
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46KNew |
$1.06M - $1.21M
|
46K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
355New |
$8.19K - $9.35K
|
355
$9.53K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$14.5K - $17K
|
600
$16.1K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$2.42K - $2.83K
|
100
$2.69K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$280K - $312K
|
11.3K
$302K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
70.2KNew |
$1.57M - $1.96M
|
70.2K
$1.89M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.25K+ 7.19% |
$50.4K - $62.7K
|
33.6K
$901K
|
|
Q1 2021 | |||||||
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
18.3KNew |
$322K - $410K
|
18.3K
$491K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$133K - $160K
|
10.7K
$286K
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$19.2K - $33.9K
|
2.14K
$57.4K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18KNew |
$9.48K - $25.4K
|
1.18K
$31.7K
|
|
Q4 2019 | |||||||
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400+ 80.0% |
$8.3K - $8.96K
|
900
$24.2K
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.7K+ 6.8% |
$28.2K - $32.6K
|
26.7K
$717K
|