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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 7.66% |
$3.47K - $3.81K
|
1.93K
$43.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-212- 4.59% |
$4.6K - $5.05K
|
4.4K
$100K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-338- 17.88% |
$7.33K - $8.05K
|
1.55K
$35.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$10.8K - $11.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-508- 2.15% |
$11K - $12.1K
|
23.1K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-531- 2.8% |
$11.5K - $12.6K
|
18.4K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-586- 0.64% |
$12.7K - $14K
|
90.7K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-700- 1.65% |
$15.2K - $16.7K
|
41.7K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-775- 36.45% |
$16.8K - $18.5K
|
1.35K
$30.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-826- 2.48% |
$17.9K - $19.7K
|
32.5K
$738K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-870- 39.24% |
$18.9K - $20.7K
|
1.35K
$30.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-971- 5.08% |
$21.1K - $23.1K
|
18.2K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-978- 0.65% |
$21.2K - $23.3K
|
149K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.06K- 2.26% |
$23K - $25.3K
|
46K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.78K- 2.13% |
$38.6K - $42.3K
|
81.8K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.06K- 3.31% |
$44.8K - $49.1K
|
60.2K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 81.48% |
$47.7K - $52.4K
|
500
$11.4K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.58K- 11.38% |
$77.7K - $85.3K
|
27.9K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.9K- 31.32% |
$106K - $117K
|
10.7K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.96K- 30.79% |
$108K - $118K
|
11.2K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.62K- 33.92% |
$122K - $134K
|
11K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.31K- 16.07% |
$137K - $150K
|
33K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 53.41% |
$252K - $277K
|
10.1K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13.3K- 19.89% |
$289K - $317K
|
53.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-13.7K- 39.14% |
$298K - $327K
|
21.4K
$485K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14.8K- 4.91% |
$321K - $353K
|
287K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.6K- 59.73% |
$381K - $418K
|
11.8K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.1K- 71.88% |
$437K - $480K
|
7.88K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-23.3K- 1.96% |
$505K - $554K
|
1.17M
$26.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.9K- 35.45% |
$541K - $594K
|
45.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-35.7K- 60.63% |
$774K - $850K
|
23.2K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-39K- 30.78% |
$846K - $929K
|
87.7K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-50.2K- 27.95% |
$1.09M - $1.19M
|
129K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.7K- 25.13% |
$1.16M - $1.28M
|
160K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-75.8K- 15.46% |
$1.64M - $1.8M
|
414K
$9.41M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-76.1K- 74.84% |
$1.65M - $1.81M
|
25.6K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-198K- 19.78% |
$4.3M - $4.72M
|
803K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-245K- 36.5% |
$5.32M - $5.84M
|
427K
$9.7M
|