Purchases and Sales Made in Q2 2024 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
363K+ 93.96% |
$8.84M - $9.86M
|
748K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
312K+ 946.28% |
$7.61M - $8.48M
|
345K
$7.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
212K+ 25.02% |
$5.17M - $5.77M
|
1.06M
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
163K+ 40.87% |
$3.97M - $4.43M
|
562K
$12.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
115K+ 273.39% |
$2.81M - $3.13M
|
157K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
75.2KNew |
$1.83M - $2.05M
|
75.2K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
74.3KNew |
$1.81M - $2.02M
|
74.3K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
68KNew |
$1.66M - $1.85M
|
68K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.8KNew |
$1.12M - $1.25M
|
45.8K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.6K+ 7265.91% |
$941K - $1.05M
|
39.1K
$881K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 17.92% |
$671K - $748K
|
181K
$4.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
27K+ 35.98% |
$658K - $734K
|
102K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
25.3K+ 51.15% |
$618K - $689K
|
74.8K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
23.7K+ 9.23% |
$578K - $644K
|
280K
$6.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.3KNew |
$445K - $496K
|
18.3K
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.6KNew |
$406K - $453K
|
16.6K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.1K+ 13.87% |
$367K - $409K
|
124K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
13.8K+ 80.69% |
$336K - $375K
|
30.9K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.7KNew |
$309K - $345K
|
12.7K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4KNew |
$303K - $338K
|
12.4K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$302K - $336K
|
12.4K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4KNew |
$253K - $283K
|
10.4K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4KNew |
$253K - $283K
|
10.4K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.52KNew |
$232K - $259K
|
9.52K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.4K+ 23.41% |
$229K - $256K
|
49.6K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.24K+ 2.81% |
$225K - $251K
|
338K
$7.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.63K+ 98.69% |
$211K - $235K
|
17.4K
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8KNew |
$195K - $218K
|
8K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8KNew |
$195K - $218K
|
8K
$180K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67KNew |
$187K - $209K
|
7.67K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
7.29K+ 1.96% |
$178K - $198K
|
379K
$8.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.73K+ 1.04% |
$140K - $156K
|
555K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 9.77% |
$135K - $150K
|
62.1K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.31K+ 3.35% |
$130K - $144K
|
164K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.15K+ 46.53% |
$126K - $140K
|
16.2K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.51K+ 17.8% |
$110K - $123K
|
29.8K
$672K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.06K+ 4.29% |
$99K - $110K
|
98.8K
$2.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4KNew |
$97.6K - $109K
|
4K
$90.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.9K+ 21.08% |
$95.1K - $106K
|
22.4K
$504K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 21.74% |
$64K - $71.4K
|
14.7K
$331K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.41K+ 3.86% |
$58.7K - $65.5K
|
64.8K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25KNew |
$54.9K - $61.2K
|
2.25K
$50.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 2.98% |
$47.6K - $53K
|
67.4K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.74K+ 10.56% |
$42.5K - $47.4K
|
18.2K
$410K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.44K+ 1.5% |
$35.1K - $39.1K
|
97.2K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 1.84% |
$30.6K - $34.1K
|
69.2K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.16% |
$28.2K - $31.4K
|
37.8K
$850K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.1K+ 6.88% |
$26.8K - $29.9K
|
17.1K
$384K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.04K+ 27.44% |
$25.4K - $28.3K
|
4.84K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
830New |
$20.2K - $22.6K
|
830
$18.7K
|