Purchases and Sales Made in Q3 2024 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
231K+ 146.7% |
$5.43M - $6.24M
|
388K
$8.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
125KNew |
$2.94M - $3.37M
|
125K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
92.9K+ 8.77% |
$2.19M - $2.52M
|
1.15M
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72.7K+ 970.63% |
$1.71M - $1.97M
|
80.2K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.8KNew |
$1.69M - $1.94M
|
71.8K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.9K+ 124.25% |
$1.34M - $1.54M
|
103K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.5K+ 15.81% |
$1.28M - $1.48M
|
399K
$8.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
48.4K+ 17.28% |
$1.14M - $1.31M
|
329K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.4K+ 24.61% |
$717K - $824K
|
154K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8K+ 3103.98% |
$607K - $697K
|
26.6K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.3KNew |
$573K - $659K
|
24.3K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$453K - $520K
|
19.2K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16KNew |
$377K - $433K
|
16K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9KNew |
$374K - $429K
|
15.9K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$340K - $391K
|
14.5K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.4KNew |
$339K - $390K
|
14.4K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 12.24% |
$330K - $380K
|
129K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 20.36% |
$323K - $372K
|
81.1K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.4K+ 7.31% |
$293K - $337K
|
183K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.9K+ 16.38% |
$280K - $321K
|
84.4K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$262K - $300K
|
11.1K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 6.07% |
$259K - $297K
|
192K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.8KNew |
$254K - $292K
|
10.8K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.8KNew |
$231K - $265K
|
9.8K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.44K+ 33.51% |
$222K - $256K
|
37.6K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
9.39K+ 2.47% |
$221K - $254K
|
389K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.2KNew |
$193K - $222K
|
8.2K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.14K+ 44.08% |
$192K - $220K
|
26.6K
$599K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.71K+ 1539.22% |
$158K - $182K
|
7.15K
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.69K+ 1.2% |
$158K - $181K
|
562K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 9.5% |
$153K - $176K
|
74.8K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.75K+ 0.86% |
$135K - $156K
|
676K
$15.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.68K+ 7.82% |
$134K - $154K
|
78.3K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.3K+ 31.08% |
$125K - $144K
|
22.4K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5K+ 62.5% |
$118K - $135K
|
13K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.93K+ 6.19% |
$116K - $133K
|
84.5K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.2KNew |
$99K - $114K
|
4.2K
$94.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.18K+ 40.22% |
$98.4K - $113K
|
14.6K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
4.12K+ 4.04% |
$97K - $111K
|
106K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.12K+ 4.17% |
$97K - $111K
|
103K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.43K+ 23.34% |
$57.1K - $65.6K
|
12.8K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2.29K+ 4.22% |
$53.9K - $62K
|
56.5K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 7.5% |
$51.5K - $59.1K
|
31.3K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.19K+ 11.95% |
$51.5K - $59.1K
|
20.5K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.1KNew |
$49.4K - $56.7K
|
2.1K
$47.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 3.16% |
$45K - $51.7K
|
62.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 30.42% |
$41.4K - $47.5K
|
7.53K
$169K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.46K+ 7.99% |
$34.3K - $39.4K
|
19.7K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.39KNew |
$32.8K - $37.7K
|
1.39K
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.23% |
$31.2K - $35.9K
|
42.4K
$954K
|