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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.7K- 7.21% |
$115K - $128K
|
60.4K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.16K- 2.57% |
$150K - $167K
|
233K
$5.33M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.27K- 11.35% |
$153K - $171K
|
49K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.64K- 8.4% |
$162K - $181K
|
72.5K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.12K- 55.22% |
$174K - $194K
|
5.77K
$132K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.28K- 9.27% |
$177K - $198K
|
71.2K
$1.63M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.52K- 20.98% |
$232K - $259K
|
35.9K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.6K- 18.84% |
$234K - $261K
|
41.4K
$946K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8K- 42.53% |
$264K - $294K
|
14.6K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13.3K- 3.56% |
$324K - $361K
|
360K
$8.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.8K- 14.23% |
$337K - $376K
|
83.3K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 22.53% |
$460K - $513K
|
64.9K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-19.2K- 50.96% |
$468K - $522K
|
18.5K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 47.94% |
$503K - $561K
|
22.4K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.7K- 20.69% |
$506K - $564K
|
79.5K
$1.82M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 14.02% |
$657K - $733K
|
165K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 14.02% |
$657K - $733K
|
165K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48K- 79.84% |
$1.17M - $1.3M
|
12.1K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-406K- 92.9% |
$9.91M - $11.1M
|
31.1K
$710K
|