Institutional Ownership Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
847,225
shares
|
$22.1 Million
0.03% of portfolio
|
Q1 2024
Added 15.82%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2024 Q1 2024 |
669,313
shares
|
$17.5 Million
1.0% of portfolio
|
Q1 2024
Reduced 14.41%
|
|
|
Sanders Morris Harris LLC
|
Apr 11, 2024 Q1 2024 |
644,206
shares
|
$16.8 Million
3.22% of portfolio
|
Q1 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
643,120
shares
|
$16.8 Million
1.92% of portfolio
|
Q1 2024
Added 4.89%
|
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
549,655
shares
|
$14.3 Million
1.14% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
437,389
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2024
Added 7.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
398,721
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
385,800
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
373,325
shares
|
$9.74 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Apr 09, 2024 Q1 2024 |
372,073
shares
|
$9.71 Million
5.22% of portfolio
|
Q1 2024
Reduced 45.47%
|
|
|
Legal & General Group PLC
London, X0 |
Jul 01, 2024 Q1 2024 |
329,008
shares
|
$8.58 Million
0.0% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 07, 2024 Q1 2024 |
256,698
shares
|
$6.7 Million
0.49% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
239,376
shares
|
$6.25 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
192,118
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2024
Added 114.9%
|
|
|
Grace & White Inc
|
Apr 24, 2024 Q1 2024 |
176,597
shares
|
$4.61 Million
0.98% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
171,087
shares
|
$4.46 Million
0.08% of portfolio
|
Q1 2024
Added 4.81%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
158,635
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
153,500
shares
|
$4 Million
0.0% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
122,481
shares
|
$3.2 Million
2.95% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Mckinley Capital Management LLC
|
May 01, 2024 Q1 2024 |
120,451
shares
|
$3.14 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
117,920
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
117,745
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2024
Added 43.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
108,560
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,185
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
100,278
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 36.94%
|
|