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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.89K- 5.78% |
$67.3K - $74.1K
|
47K
$1.19M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.17K- 0.84% |
$73.9K - $81.3K
|
373K
$9.44M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.64K- 18.56% |
$108K - $119K
|
20.3K
$514K
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.96K- 20.73% |
$139K - $153K
|
22.8K
$576K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.5K- 20.36% |
$152K - $167K
|
25.4K
$643K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.92K- 3.2% |
$185K - $203K
|
239K
$6.05M
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.69K- 23.93% |
$203K - $223K
|
27.6K
$698K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-9.24K- 35.1% |
$216K - $237K
|
17.1K
$432K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.8K- 20.69% |
$229K - $251K
|
37.6K
$950K
|
|
May 15, 2024
Q1 2024
|
Moerus Capital Management LLC
New York, NY |
SELL
|
- |
-13.6K- 14.24% |
$318K - $350K
|
82.1K
$2.08M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20K- 19.29% |
$467K - $513K
|
83.7K
$2.12M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 62.67% |
$472K - $519K
|
12.1K
$305K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.2K- 22.43% |
$517K - $569K
|
76.7K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32.4K- 16.97% |
$756K - $832K
|
159K
$4.01M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58.7K- 36.94% |
$1.37M - $1.51M
|
100K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-113K- 14.41% |
$2.63M - $2.89M
|
669K
$16.9M
|
|
Apr 09, 2024
Q1 2024
|
Melia Wealth LLC
Tulsa, OK |
SELL
|
- |
-310K- 45.47% |
$7.24M - $7.96M
|
372K
$9.41M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-348K- 91.35% |
$8.12M - $8.93M
|
33K
$833K
|