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 161 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,272
shares
|
$388,280
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
18,250
shares
|
$387,812
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
18,180
shares
|
$386,325
0.17% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
16,649
shares
|
$353,791
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,577
shares
|
$352,261
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
16,000
shares
|
$340,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
15,946
shares
|
$338,852
2.53% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
15,857
shares
|
$336,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,832
shares
|
$336,430
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,487
shares
|
$329,098
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
14,566
shares
|
$309,527
0.01% of portfolio
|
Q3 2024
Added 40.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,452
shares
|
$307,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,400
shares
|
$306,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
13,745
shares
|
$292,081
0.0% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
13,000
shares
|
$276,250
0.13% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
12,813
shares
|
$272,276
0.0% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
12,680
shares
|
$269,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
12,625
shares
|
$268,281
0.01% of portfolio
|
Q3 2024
Reduced 59.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,615
shares
|
$268,068
0.0% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,273
shares
|
$260,801
0.0% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,776
shares
|
$250,240
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
11,520
shares
|
$244,800
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,251
shares
|
$239,083
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,161
shares
|
$237,171
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,100
shares
|
$235,875
0.26% of portfolio
|
Q3 2024
New holding
|