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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
18,424
shares
|
$381,561
0.02% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
18,272
shares
|
$378,413
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
18,250
shares
|
$377,957
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,158
shares
|
$376,052
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
17,997
shares
|
$372,717
0.01% of portfolio
|
Q1 2025
Added 72.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
17,379
shares
|
$359,919
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
17,256
shares
|
$357,371
0.16% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
16,133
shares
|
$334,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
16,015
shares
|
$331,670
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,943
shares
|
$309,469
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
14,335
shares
|
$296,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
14,257
shares
|
$295,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
14,000
shares
|
$289,940
0.0% of portfolio
|
Q1 2025
Added 28.65%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
13,756
shares
|
$284,886
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
13,655
shares
|
$282,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
13,240
shares
|
$274,200
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
12,628
shares
|
$261,525
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
11,898
shares
|
$246,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
11,832
shares
|
$245,040
0.0% of portfolio
|
Q1 2025
Reduced 59.73%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,821
shares
|
$244,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
11,696
shares
|
$242,224
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,603
shares
|
$240,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
11,520
shares
|
$238,579
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,251
shares
|
$233,008
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,157
shares
|
$231,061
0.0% of portfolio
|
Q1 2025
Reduced 30.79%
|