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 156 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
18,224
shares
|
$460,884
0.02% of portfolio
|
Q2 2024
Added 10.56%
|
|
Bard Associates Inc
Chicago, IL |
Aug 12, 2024 Q2 2024 |
18,180
shares
|
$459,772
0.2% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
17,377
shares
|
$439,464
0.01% of portfolio
|
Q2 2024
Added 98.69%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,063
shares
|
$431,523
0.0% of portfolio
|
Q2 2024
Added 6.88%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
16,851
shares
|
$426,161
0.0% of portfolio
|
Q2 2024
Reduced 17.16%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
16,649
shares
|
$421,053
0.07% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
16,602
shares
|
$419,864
0.0% of portfolio
|
Q2 2024
Added 2.92%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,208
shares
|
$409,900
0.0% of portfolio
|
Q2 2024
Added 46.53%
|
|
Smh Capital Advisors Inc
|
Aug 12, 2024 Q2 2024 |
16,143
shares
|
$408,256
2.54% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
15,416
shares
|
$389,870
0.0% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
14,700
shares
|
$371,763
0.0% of portfolio
|
Q2 2024
Added 21.74%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,608
shares
|
$369,436
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
14,502
shares
|
$366,755
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
12,680
shares
|
$320,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
12,428
shares
|
$314,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
12,368
shares
|
$312,786
0.01% of portfolio
|
Q2 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,225
shares
|
$309,170
0.0% of portfolio
|
Q2 2024
Added 1.44%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,108
shares
|
$306,211
0.0% of portfolio
|
Q2 2024
Reduced 79.84%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
11,520
shares
|
$291,340
0.21% of portfolio
|
Q4 2022
New holding
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
11,251
shares
|
$284,537
0.0% of portfolio
|
Q3 2021
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
10,709
shares
|
$270,830
0.0% of portfolio
|
Q2 2024
Added 4.53%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
10,700
shares
|
$270,603
0.0% of portfolio
|
Q3 2018
Reduced 26.95%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
10,388
shares
|
$262,712
0.01% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
10,388
shares
|
$262,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
9,866
shares
|
$249,511
0.01% of portfolio
|
Q4 2023
New holding
|