Latest Institutional Sells of Capital Southwest Corp (CSWC)

CSWC Quotes by TradingView

This list provides information on the latest institutional transactions involving Capital Southwest Corp (CSWC) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 13, 2025 Q4 2024
Moerus Capital Management LLC

New York, NY
SELL
 -
-8.11K
- 9.88%
$169K - $210K
74K $1.68M
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
SELL
 -
-6.16K
- 55.2%
$128K - $159K
5K $114K
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-5.21K
- 36.04%
$109K - $135K
9.24K $210K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
SELL
 -
-1.99K
- 12.57%
$41.5K - $51.4K
13.8K $314K
Feb 06, 2025 Q4 2024
Bard Associates Inc

Chicago, IL
SELL
 -
-924
- 5.08%
$19.3K - $23.9K
17.3K $392K
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-216
- 67.29%
$4.5K - $5.58K
105 $2.38K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-125
- 22.73%
$2.61K - $3.23K
425 $9.65K
Feb 13, 2025 Q4 2024
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-116
- 1.18%
$2.42K - $3K
9.75K $221K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-29
Closed
$605 - $750
0 $0
Q3 2024
Nov 12, 2024 Q3 2024
Wintrust Investments LLC

Chicago, IL
SELL
 -
-44.6K
- 90.0%
$1.05M - $1.21M
4.96K $113K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

SELL
 -
-2.43K
- 16.51%
$57.2K - $65.7K
12.3K $279K
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-1.56K
- 21.91%
$36.7K - $42.2K
5.56K $126K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.12K
- 1.72%
$26.3K - $30.2K
63.8K $1.45M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
SELL
 -
-57
- 27.27%
$1.34K - $1.54K
152 $3.45K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

SELL
 -
-46
- 0.2%
$1.08K - $1.25K
22.4K $510K
Q2 2024
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

SELL
 -
-1.02K
- 50.42%
$24.8K - $27.7K
1K $22.7K
Q1 2024
Apr 30, 2024 Q1 2024
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-83
- 4.17%
$1.94K - $2.13K
1.91K $43.3K
Q4 2023
May 29, 2025 Q4 2023
Legal & General Group PLC

London, X0
SELL
 -
-9.19K
- 2.89%
$191K - $222K
309K $7.02M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.07K
Closed
$22.3K - $25.9K
0 $0
Feb 15, 2024 Q4 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-800
- 4.88%
$16.6K - $19.3K
15.6K $354K
Q3 2023
Nov 13, 2023 Q3 2023
Peak6 Investments LLC

Chicago, IL
SELL
 PUT
-21.7K
- 55.78%
$430K - $500K
17.2K $391K
Nov 14, 2023 Q3 2023
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.65K
- 34.54%
$92.1K - $107K
8.8K $200K
Nov 13, 2023 Q3 2023
Advisory Research Inc

Chicago, IL
SELL
 -
-4.1K
- 11.13%
$81.2K - $94.4K
32.7K $743K
Oct 25, 2023 Q3 2023
Grace & White Inc

SELL
 -
-874
- 0.49%
$17.3K - $20.1K
177K $4.01M
Q1 2023
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-443
- 22.41%
$7.48K - $8.87K
1.53K $34.8K
Q4 2022
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

SELL
 -
-72
- 23.38%
$1.2K - $1.42K
236 $5.36K
Q3 2022
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

SELL
 -
-376
- 1.45%
$6.31K - $7.89K
25.6K $581K
Q2 2022
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-133K
Closed
$2.39M - $3.2M
0 $0
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-11.5K
Closed
$207K - $277K
0 $0
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-2K
- 99.9%
$36K - $48.1K
2 $45.4
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-500
Closed
$9K - $12K
0 $0
Q1 2022
May 13, 2022 Q1 2022
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-65.3K
Closed
$1.51M - $1.72M
0 $0
May 13, 2022 Q1 2022
Ares Management LLC

Los Angeles, CA
SELL
 -
-63.1K
Closed
$1.46M - $1.66M
0 $0
May 16, 2022 Q1 2022
Highland Capital Management Fund Advisors, L.P.

Dallas, TX
SELL
 -
-12.1K
Closed
$279K - $319K
0 $0
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-9.65K
Closed
$223K - $254K
0 $0
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

SELL
 -
-2K
Closed
$46.2K - $52.7K
0 $0
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-597
Closed
$13.8K - $15.7K
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-5.68K
Closed
$138K - $161K
0 $0
Jan 10, 2022 Q4 2021
Fny Investment Advisers, LLC

SELL
 -
-2.5K
Closed
$60.6K - $70.9K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.31K
Closed
$31.7K - $37.1K
0 $0
Feb 23, 2022 Q4 2021
Lake Point Wealth Management

SELL
 -
-100
Closed
$2.42K - $2.83K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Arrowstreet Capital, Limited Partnership

Boston, MA
SELL
 -
-113K
Closed
$2.82M - $3.14M
0 $0
Nov 05, 2021 Q3 2021
Norges Bank

Oslo, Q8
SELL
 -
-56.9K
Closed
$1.42M - $1.58M
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-182
Closed
$4.53K - $5.04K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-61
Closed
$1.52K - $1.69K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-36.2K
Closed
$811K - $1.01M
0 $0
Jul 21, 2021 Q2 2021
Centric Wealth Management

SELL
 -
-36K
Closed
$807K - $1M
0 $0
Aug 13, 2021 Q2 2021
Ariel Investments, LLC

Chicago, IL
SELL
 -
-30.9K
Closed
$693K - $862K
0 $0
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

SELL
 -
-7.37K
Closed
$165K - $206K
0 $0

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