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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.58K- 6.61% |
$60.9K - $69.9K
|
36.5K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.86K- 4.2% |
$67.3K - $77.3K
|
65.2K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-3.47K- 11.64% |
$81.8K - $94K
|
26.4K
$579K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.91K- 6.03% |
$92K - $106K
|
60.9K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.04K- 8.11% |
$119K - $136K
|
57.1K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5.31K- 0.83% |
$125K - $144K
|
636K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.62K- 36.47% |
$132K - $152K
|
9.79K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.76K- 34.21% |
$136K - $156K
|
11.1K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.82K- 1.72% |
$137K - $158K
|
332K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.91K- 17.43% |
$139K - $160K
|
28K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.4K- 55.36% |
$292K - $336K
|
10K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-18.3K- 59.12% |
$430K - $494K
|
12.6K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.4K- 10.04% |
$552K - $634K
|
210K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-32K- 77.27% |
$753K - $865K
|
9.4K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44.6K- 90.0% |
$1.05M - $1.21M
|
4.96K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53.2K- 14.77% |
$1.25M - $1.44M
|
307K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-87.7K- 11.72% |
$2.07M - $2.37M
|
661K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-88K- 15.66% |
$2.07M - $2.38M
|
474K
$10.4M
|