Purchases and Sales Made in Q1 2025 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q1 2025. 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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.26KNew |
$201K - $221K
|
9.26K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.19K+ 13.43% |
$178K - $195K
|
69.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.89K+ 2.54% |
$171K - $188K
|
318K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.58K+ 72.7% |
$164K - $180K
|
18K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.43K+ 9.04% |
$139K - $153K
|
77.5K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6K+ 30.0% |
$130K - $143K
|
26K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.44K+ 5.37% |
$118K - $129K
|
107K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.32K+ 12.71% |
$115K - $127K
|
47.2K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.94K+ 1.24% |
$107K - $118K
|
404K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
4.82K+ 7.18% |
$104K - $115K
|
71.9K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 32.07% |
$104K - $114K
|
19.7K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.21K+ 13.91% |
$69.6K - $76.4K
|
26.3K
$596K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.15K+ 8.05% |
$68.4K - $75.1K
|
42.3K
$961K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.12K+ 28.65% |
$67.6K - $74.2K
|
14K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82K+ 3.61% |
$61.1K - $67.1K
|
80.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 4.14% |
$60.6K - $66.5K
|
70.4K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.41K+ 2.92% |
$52.2K - $57.3K
|
84.8K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.4KNew |
$52.1K - $57.2K
|
2.4K
$54.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 4.92% |
$47.7K - $52.3K
|
46.9K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 5.41% |
$43.7K - $48K
|
39.2K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.5KNew |
$32.4K - $35.6K
|
1.5K
$34K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.28K+ 1.28% |
$27.8K - $30.5K
|
102K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.25K+ 5.51% |
$27.1K - $29.8K
|
24K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
817+ 3.95% |
$17.7K - $19.5K
|
21.5K
$488K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
608New |
$13.2K - $14.5K
|
608
$13.8K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
528New |
$11.5K - $12.6K
|
528
$12K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
500New |
$10.8K - $11.9K
|
500
$11.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
407+ 15.73% |
$8.83K - $9.69K
|
2.99K
$68K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 2094.74% |
$8.63K - $9.48K
|
417
$9.47K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
289+ 10.81% |
$6.27K - $6.88K
|
2.96K
$67.3K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
250New |
$5.42K - $5.95K
|
250
$5.68K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
250+ 12.11% |
$5.42K - $5.95K
|
2.32K
$52.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
216New |
$4.69K - $5.14K
|
216
$4.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
211+ 0.48% |
$4.58K - $5.02K
|
43.7K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
202New |
$4.38K - $4.81K
|
202
$4.59K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$4.34K - $4.76K
|
200
$4.54K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
174+ 2.6% |
$3.77K - $4.14K
|
6.88K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
74+ 0.8% |
$1.61K - $1.76K
|
9.34K
$212K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 0.78% |
$1.58K - $1.74K
|
9.39K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
66+ 2.59% |
$1.43K - $1.57K
|
2.62K
$59.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
56+ 0.41% |
$1.21K - $1.33K
|
13.8K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
30New |
$651 - $714
|
30
$681
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15+ 0.09% |
$325 - $357
|
16K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
7+ 0.01% |
$152 - $167
|
91.8K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.7% |
$43.4 - $47.6
|
56
$1.27K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.25% |
$130 - $143
|
2.36K
$53.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12- 0.08% |
$260 - $286
|
14.9K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-17- 0.64% |
$369 - $405
|
2.66K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50- 78.13% |
$1.08K - $1.19K
|
14
$318
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-151- 8.46% |
$3.28K - $3.6K
|
1.63K
$37.1K
|