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 $288 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
97,212
shares
|
$2.58 Million
0.04% of portfolio
|
Q2 2024
Added 1.5%
|
|
Total Clarity Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
97,160
shares
|
$2.58 Million
0.87% of portfolio
|
Q1 2024
Added 3.3%
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 19, 2024 Q1 2024 |
94,701
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2024
Added 31.92%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
83,736
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.29%
|
|
Fj Capital Management LLC
Mclean, VA |
May 14, 2024 Q1 2024 |
82,205
shares
|
$2.19 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Moerus Capital Management LLC
New York, NY |
May 15, 2024 Q1 2024 |
82,097
shares
|
$2.18 Million
0.72% of portfolio
|
Q1 2024
Reduced 14.24%
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
81,291
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2023
Added 36.3%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
79,124
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2024
Added 15.42%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
78,460
shares
|
$2.09 Million
2.83% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
76,666
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.43%
|
|
Muzinich & Co., Inc.
New York, NY |
May 13, 2024 Q1 2024 |
74,979
shares
|
$1.99 Million
1.23% of portfolio
|
Q4 2023
Added 130.23%
|
|
Hodges Capital Management Inc.
|
Apr 16, 2024 Q1 2024 |
72,376
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2024
Added 7.12%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
70,201
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
Added 55.2%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
67,965
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
65,453
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2024
Added 19.97%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
65,138
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
63,500
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
62,370
shares
|
$1.66 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
60,059
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
56,591
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
Added 19.95%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
55,254
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2024
Added 1.7%
|
|
First Dallas Securities Inc.
|
Apr 16, 2024 Q1 2024 |
53,448
shares
|
$1.42 Million
0.61% of portfolio
|
Q1 2024
Added 7.27%
|
|
Jump Financial, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
50,963
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2024
Added 2.54%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
49,502
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2024
Added 7598.6%
|
|
Mraz, Amerine & Associates, Inc.
|
May 15, 2024 Q1 2024 |
47,044
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2024
Reduced 5.78%
|