Purchases and Sales Made in Q2 2025 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.1MNew |
$235M - $294M
|
13.1M
$304M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
86.2K+ 13.99% |
$1.55M - $1.93M
|
702K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
11.4K+ 4.46% |
$205K - $256K
|
267K
$6.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 786.81% |
$59K - $73.6K
|
3.7K
$86K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$25.2K - $31.4K
|
1.4K
$32.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
849+ 51.96% |
$15.3K - $19.1K
|
2.48K
$57.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
694+ 5.08% |
$12.5K - $15.6K
|
14.3K
$334K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
585+ 0.58% |
$10.5K - $13.1K
|
102K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
497+ 94.13% |
$8.94K - $11.2K
|
1.03K
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-70- 10.45% |
$1.26K - $1.57K
|
600
$14K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 4.93% |
$3.9K - $4.87K
|
4.19K
$97.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-308- 50.66% |
$5.54K - $6.91K
|
300
$6.98K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-676- 1.62% |
$12.2K - $15.2K
|
41.1K
$954K
|