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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
202
shares
|
$4,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
200
shares
|
$4,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$4,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$2,325
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
70
shares
|
$1,627
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
56
shares
|
$1,302
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
30
shares
|
$697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
28
shares
|
$651
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14
shares
|
$325
0.0% of portfolio
|
Q1 2025
Reduced 78.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
5
shares
|
$116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$46
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|