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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
21.6K+ 36.3% |
$450K - $522K
|
81.3K
$1.77M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$261K - $303K
|
12.5K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.62KNew |
$179K - $208K
|
8.62K
$188K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$176K - $204K
|
8.47K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.71K+ 33.63% |
$119K - $138K
|
22.7K
$495K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.44KNew |
$29.9K - $34.7K
|
1.44K
$31.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33KNew |
$27.6K - $32K
|
1.33K
$29K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
955New |
$19.9K - $23K
|
955
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
230New |
$4.79K - $5.55K
|
230
$5.02K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57New |
$1.19K - $1.37K
|
57
$1.24K
|
|
|
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
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.68KNew |
$192K - $223K
|
9.68K
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
3.27K+ 3.99% |
$64.8K - $75.3K
|
85.2K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.78K+ 24.15% |
$35.2K - $40.9K
|
9.12K
$199K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.33K+ 36.09% |
$26.3K - $30.6K
|
5K
$109K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.32K+ 1.09% |
$26.1K - $30.4K
|
122K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
375New |
$7.44K - $8.64K
|
375
$8.18K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
250New |
$4.96K - $5.76K
|
250
$5.46K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29+ 0.26% |
$575 - $668
|
11.3K
$248K
|
|
| Q2 2023 | |||||||
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$173K - $200K
|
10K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 29.93% |
$53.5K - $61.7K
|
13.4K
$292K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
665New |
$11.5K - $13.3K
|
665
$14.5K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
40.5KNew |
$684K - $811K
|
40.5K
$883K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$13.5K - $16K
|
800
$17.5K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.5KNew |
$193K - $227K
|
11.5K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$175K - $206K
|
10.5K
$228K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
800New |
$13.4K - $15.7K
|
800
$17.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
650New |
$10.9K - $12.8K
|
650
$14.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
250New |
$4.18K - $4.92K
|
250
$5.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
70New |
$1.17K - $1.38K
|
70
$1.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14New |
$234 - $276
|
14
$305
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
704K+ 0.0% |
$11.8M - $14.8M
|
704K
$15.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.3KNew |
$408K - $510K
|
24.3K
$530K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.74K+ 7.97% |
$29.2K - $36.5K
|
23.6K
$514K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
635New |
$10.7K - $13.3K
|
635
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
107New |
$1.8K - $2.25K
|
107
$2.33K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
108KNew |
$1.95M - $2.6M
|
108K
$2.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20KNew |
$360K - $481K
|
20K
$436K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
20KNew |
$360K - $481K
|
20K
$436K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.6K+ 72.54% |
$244K - $327K
|
32.3K
$704K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$19.8K - $26.4K
|
1.1K
$24K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20New |
$360 - $481
|
20
$436
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46KNew |
$1.06M - $1.21M
|
46K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
355New |
$8.19K - $9.35K
|
355
$7.75K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$14.5K - $17K
|
600
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$2.42K - $2.83K
|
100
$2.18K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$280K - $312K
|
11.3K
$245K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
70.2KNew |
$1.57M - $1.96M
|
70.2K
$1.53M
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.25K+ 7.19% |
$50.4K - $62.7K
|
33.6K
$732K
|
|