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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,050
shares
|
$43,562
0.0% of portfolio
|
Q4 2023
Added 57.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,881
shares
|
$39,971
0.0% of portfolio
|
Q3 2024
Reduced 24.28%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,463
shares
|
$31,088
0.0% of portfolio
|
Q3 2024
Added 166.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,394
shares
|
$29,622
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,316
shares
|
$27,965
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,025
shares
|
$21,781
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$21,250
0.0% of portfolio
|
Q2 2024
Reduced 50.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$17,000
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
646
shares
|
$13,727
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$12,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
600
shares
|
$12,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
550
shares
|
$11,687
0.01% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
500
shares
|
$10,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
500
shares
|
$10,625
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$8,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
321
shares
|
$6,821
0.0% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
250
shares
|
$5,312
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
230
shares
|
$4,887
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
200
shares
|
$4,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
200
shares
|
$4,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
190
shares
|
$4,037
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
152
shares
|
$3,230
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$2,125
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
70
shares
|
$1,487
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
52
shares
|
$1,105
0.0% of portfolio
|
Q3 2024
Added 1.96%
|