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 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
775+ 1.45% |
$18.9K - $21.1K
|
54.2K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
730+ 121.67% |
$17.8K - $19.9K
|
1.33K
$29.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
600New |
$14.6K - $16.3K
|
600
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
581New |
$14.2K - $15.8K
|
581
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
565+ 2.05% |
$13.8K - $15.4K
|
28.2K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
525+ 0.08% |
$12.8K - $14.3K
|
670K
$15.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$12.2K - $13.6K
|
500
$11.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
500New |
$12.2K - $13.6K
|
500
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
471+ 2.92% |
$11.5K - $12.8K
|
16.6K
$374K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
464+ 4.53% |
$11.3K - $12.6K
|
10.7K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
372+ 581.25% |
$9.07K - $10.1K
|
436
$9.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
338+ 4.21% |
$8.24K - $9.19K
|
8.37K
$188K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
250+ 0.35% |
$6.1K - $6.8K
|
72.6K
$1.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$4.88K - $5.44K
|
200
$4.5K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
173+ 1.44% |
$4.22K - $4.71K
|
12.2K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
170+ 6.45% |
$4.15K - $4.62K
|
2.81K
$63.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
151+ 2.16% |
$3.68K - $4.11K
|
7.13K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
128+ 2.18% |
$3.12K - $3.48K
|
6.01K
$135K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 0.74% |
$1.46K - $1.63K
|
8.14K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
58+ 0.05% |
$1.41K - $1.58K
|
121K
$2.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56New |
$1.37K - $1.52K
|
56
$1.26K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
51New |
$1.24K - $1.39K
|
51
$1.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 10.31% |
$1.15K - $1.28K
|
503
$11.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.18% |
$902 - $1.01K
|
20.5K
$462K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.05% |
$293 - $326
|
24.4K
$549K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$268 - $299
|
55
$1.24K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.95% |
$97.6 - $109
|
209
$4.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.7% |
$24.4 - $27.2
|
28
$630
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-57- 0.25% |
$1.39K - $1.55K
|
22.5K
$506K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-60- 5.54% |
$1.46K - $1.63K
|
1.02K
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 0.78% |
$3.51K - $3.92K
|
18.3K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-162- 1.1% |
$3.95K - $4.41K
|
14.5K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-262- 3.38% |
$6.39K - $7.13K
|
7.49K
$169K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-556- 3.48% |
$13.6K - $15.1K
|
15.4K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-924- 0.54% |
$22.5K - $25.1K
|
170K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-978- 27.21% |
$23.9K - $26.6K
|
2.62K
$58.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 64.52% |
$24.4K - $27.2K
|
550
$12.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.02K- 50.42% |
$24.8K - $27.7K
|
1K
$22.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.21K- 6.95% |
$29.4K - $32.8K
|
16.1K
$363K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.35K- 5.91% |
$32.8K - $36.6K
|
21.4K
$483K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.49K- 3.17% |
$36.4K - $40.6K
|
45.6K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.64K- 4.11% |
$40K - $44.6K
|
38.3K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 25.62% |
$40.6K - $45.3K
|
4.84K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 2.71% |
$46.4K - $51.8K
|
68.3K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 0.38% |
$60.2K - $67.1K
|
641K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.74K- 0.42% |
$66.8K - $74.4K
|
641K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.81K- 6.39% |
$68.4K - $76.3K
|
41.1K
$924K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.3K- 2.79% |
$80.4K - $89.6K
|
115K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.49K- 17.16% |
$85.1K - $95K
|
16.9K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.69K- 9.82% |
$90K - $100K
|
33.9K
$763K
|