Purchases and Sales Made in Q1 2024 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL SOUTHWEST CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
644KNew |
$15M - $16.5M
|
644K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
116K+ 15.82% |
$2.7M - $2.97M
|
847K
$19.1M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
109KNew |
$2.53M - $2.79M
|
109K
$2.44M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 114.9% |
$2.4M - $2.64M
|
192K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 114.9% |
$2.4M - $2.64M
|
192K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
82.2KNew |
$1.92M - $2.11M
|
82.2K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68KNew |
$1.59M - $1.74M
|
68K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
63.5KNew |
$1.48M - $1.63M
|
63.5K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
62.4KNew |
$1.46M - $1.6M
|
62.4K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.1KNew |
$1.4M - $1.54M
|
60.1K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
48.9K+ 7598.6% |
$1.14M - $1.25M
|
49.5K
$1.11M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.4KNew |
$1.06M - $1.16M
|
45.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
42.1KNew |
$982K - $1.08M
|
42.1K
$948K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
40.2KNew |
$937K - $1.03M
|
40.2K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
37.6KNew |
$878K - $966K
|
37.6K
$848K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9K+ 43.83% |
$837K - $921K
|
118K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
34.3K+ 9.76% |
$800K - $880K
|
386K
$8.69M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
33.9KNew |
$790K - $869K
|
33.9K
$762K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32K+ 7.89% |
$746K - $821K
|
437K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
30K+ 4.89% |
$700K - $769K
|
643K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.2K+ 182.35% |
$680K - $748K
|
45.1K
$1.02M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 16.31% |
$629K - $691K
|
192K
$4.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 55.2% |
$583K - $641K
|
70.2K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22.9K+ 31.92% |
$535K - $588K
|
94.7K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
20K+ 6.48% |
$467K - $514K
|
329K
$7.41M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.8K+ 5.21% |
$461K - $507K
|
399K
$8.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17.3K+ 3.26% |
$405K - $445K
|
550K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
16.5KNew |
$385K - $423K
|
16.5K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 127.72% |
$377K - $414K
|
28.8K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14.8K+ 6.1% |
$344K - $379K
|
257K
$5.78M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$331K - $364K
|
14.2K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.1KNew |
$328K - $361K
|
14.1K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.4KNew |
$313K - $344K
|
13.4K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 19.97% |
$254K - $280K
|
65.5K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 15.42% |
$247K - $271K
|
79.1K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.41K+ 19.95% |
$220K - $241K
|
56.6K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.75KNew |
$204K - $224K
|
8.75K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.1K+ 5.57% |
$189K - $208K
|
154K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.08KNew |
$188K - $207K
|
8.08K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.86K+ 4.81% |
$183K - $202K
|
171K
$3.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.75KNew |
$181K - $199K
|
7.75K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.98KNew |
$163K - $179K
|
6.98K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.48K+ 101.2% |
$151K - $166K
|
12.9K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.26K+ 51.0% |
$146K - $161K
|
18.5K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.11K+ 16.58% |
$143K - $157K
|
43K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.08K+ 31.61% |
$142K - $156K
|
25.3K
$570K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.22K+ 30.13% |
$122K - $134K
|
22.5K
$508K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.97K+ 17.64% |
$116K - $128K
|
33.2K
$747K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.96K+ 25.52% |
$116K - $127K
|
24.4K
$549K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.81K+ 7.12% |
$112K - $124K
|
72.4K
$1.63M
|