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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,087
shares
|
$235,598
0.0% of portfolio
|
Q3 2024
Reduced 34.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$229,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$212,500
0.01% of portfolio
|
Q3 2024
Reduced 55.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
9,866
shares
|
$209,652
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
9,800
shares
|
$208,250
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,794
shares
|
$208,122
0.0% of portfolio
|
Q3 2024
Reduced 36.47%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,679
shares
|
$205,678
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,402
shares
|
$199,792
0.01% of portfolio
|
Q3 2024
Reduced 77.27%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
8,200
shares
|
$174,250
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,000
shares
|
$170,000
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,528
shares
|
$159,970
0.0% of portfolio
|
Q3 2024
Added 30.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
7,147
shares
|
$151,873
0.0% of portfolio
|
Q3 2024
Added 1539.22%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,527
shares
|
$138,698
0.01% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,556
shares
|
$118,065
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$106,250
0.01% of portfolio
|
Q3 2023
Added 36.09%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,955
shares
|
$105,293
0.1% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,853
shares
|
$103,126
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,200
shares
|
$89,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$85,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,794
shares
|
$80,622
0.0% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,730
shares
|
$58,012
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,340
shares
|
$49,725
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,136
shares
|
$45,390
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,095
shares
|
$44,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,090
shares
|
$44,412
0.0% of portfolio
|
Q3 2024
Added 57.14%
|