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 193 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $708 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,930
shares
|
$44,872
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,566
shares
|
$36,409
0.0% of portfolio
|
Q4 2024
Reduced 84.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,552
shares
|
$36,084
0.0% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,496
shares
|
$34,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,462
shares
|
$33,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,400
shares
|
$32,550
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,384
shares
|
$32,178
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,351
shares
|
$31,410
0.01% of portfolio
|
Q1 2025
Reduced 36.45%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,347
shares
|
$31,317
0.0% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,025
shares
|
$23,831
0.0% of portfolio
|
Q2 2025
Added 94.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$23,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$23,250
0.0% of portfolio
|
Q2 2024
Reduced 50.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$18,600
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$13,950
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
600
shares
|
$13,950
0.0% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
500
shares
|
$11,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
500
shares
|
$11,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$11,625
0.0% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$11,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$9,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$6,975
0.0% of portfolio
|
Q2 2025
Reduced 50.66%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
250
shares
|
$5,812
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
250
shares
|
$5,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
230
shares
|
$5,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
216
shares
|
$5,022
0.0% of portfolio
|
Q1 2025
New holding
|