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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
39,229
shares
|
$812,432
0.09% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
39,100
shares
|
$809,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,587
shares
|
$778,426
0.0% of portfolio
|
Q1 2025
Added 118.24%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,774
shares
|
$699,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
32,951
shares
|
$682,415
0.0% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,481
shares
|
$672,681
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
27,909
shares
|
$577,995
0.0% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
27,810
shares
|
$575,945
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,255
shares
|
$543,741
0.0% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
26,000
shares
|
$538,460
0.29% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,581
shares
|
$529,782
0.02% of portfolio
|
Q4 2024
Reduced 29.97%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
25,580
shares
|
$529,761
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
25,574
shares
|
$529,637
0.0% of portfolio
|
Q1 2025
Reduced 74.84%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
23,955
shares
|
$496,108
0.23% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,177
shares
|
$479,995
0.01% of portfolio
|
Q1 2025
Reduced 60.63%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,104
shares
|
$478,483
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,441
shares
|
$464,753
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
21,867
shares
|
$452,865
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,608
shares
|
$447,501
0.48% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,498
shares
|
$445,223
0.01% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
21,362
shares
|
$442,407
0.04% of portfolio
|
Q1 2025
Reduced 39.14%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
20,000
shares
|
$414,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,697
shares
|
$407,924
0.0% of portfolio
|
Q1 2025
Added 32.07%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
19,587
shares
|
$405,646
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
18,599
shares
|
$385,185
0.01% of portfolio
|
Q1 2025
New holding
|