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 196 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
71,944
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 34.41%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
71,925
shares
|
$1.49 Million
0.68% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
70,370
shares
|
$1.46 Million
0.93% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69,218
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
69,139
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
65,724
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,757
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
61,627
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 247.98%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
61,553
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
60,238
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
56,305
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
54,015
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
53,623
shares
|
$1.11 Million
2.38% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
50,626
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
48,247
shares
|
$999,195
0.0% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
47,151
shares
|
$976,497
0.11% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,888
shares
|
$971,050
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,990
shares
|
$952,452
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
45,981
shares
|
$952,266
5.67% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
45,383
shares
|
$939,881
0.0% of portfolio
|
Q1 2025
Reduced 35.45%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
44,164
shares
|
$914,636
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
43,732
shares
|
$905,689
0.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
42,319
shares
|
$876,426
0.07% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
41,728
shares
|
$864,186
0.44% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
40,081
shares
|
$830,077
0.1% of portfolio
|
Q1 2025
New holding
|