Latest Institutional Transactions on Csw Industrials, Inc. (CSWI)
This table provides information on the latest institutional transactions involving Csw Industrials, Inc. (CSWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 12.27% |
$5.09K - $6.73K
|
183
$53.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-300- 9.06% |
$76.3K - $101K
|
3.01K
$883K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 7.27% |
$1.02K - $1.35K
|
59
$17.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-654- 36.72% |
$166K - $220K
|
1.13K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113+ 3.41% |
$28.7K - $38K
|
3.42K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
720+ 2.41% |
$183K - $242K
|
30.6K
$8.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 23.53% |
$1.02K - $1.35K
|
13
$3.81K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 9.24% |
$2.8K - $3.7K
|
130
$38.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-173- 7.14% |
$44K - $58.2K
|
2.25K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.43% |
$509 - $673
|
142
$41.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 27.31% |
$15K - $19.8K
|
275
$80.6K
|
|
| Q1 2025 | |||||||
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-84- 5.04% |
$23.8K - $33.3K
|
1.58K
$464K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-428K- 99.95% |
$122M - $170M
|
198
$58K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.77K+ 22.85% |
$503K - $704K
|
9.54K
$2.79M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 11.28% |
$690K - $966K
|
19.1K
$5.61M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-840- 1.64% |
$238K - $333K
|
50.5K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2+ 0.16% |
$568 - $794
|
1.23K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.92K- 8.45% |
$545K - $762K
|
20.8K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 5.37% |
$19K - $26.6K
|
1.18K
$346K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
254+ 14.37% |
$72.1K - $101K
|
2.02K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.14K+ 4.26% |
$1.18M - $1.64M
|
101K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.14K+ 54.98% |
$890K - $1.24M
|
8.84K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.54K+ 1.8% |
$436K - $610K
|
87K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 119.0% |
$386K - $539K
|
2.5K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.1K+ 44.99% |
$8.55M - $12M
|
97.1K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.61K- 0.91% |
$1.03M - $1.43M
|
394K
$115M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-257- 2.89% |
$72.9K - $102K
|
8.65K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.4K- 35.83% |
$3.52M - $4.92M
|
22.2K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35New |
$9.93K - $13.9K
|
35
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08KNew |
$874K - $1.22M
|
3.08K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 20.05% |
$46K - $64.3K
|
970
$284K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.48K+ 10.69% |
$419K - $587K
|
15.3K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.07KNew |
$586K - $820K
|
2.07K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
551+ 36.59% |
$156K - $219K
|
2.06K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4Closed |
$1.14K - $1.59K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-265- 68.83% |
$75.2K - $105K
|
120
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.58K+ 3.34% |
$448K - $627K
|
48.8K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-14.5K- 2.24% |
$4.11M - $5.75M
|
634K
$186M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
991+ 17.64% |
$281K - $393K
|
6.61K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
377New |
$107K - $150K
|
377
$110K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-906- 39.12% |
$257K - $360K
|
1.41K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.07K- 28.56% |
$302K - $423K
|
2.66K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.9KNew |
$4.79M - $6.69M
|
16.9K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.95K+ 308.05% |
$837K - $1.17M
|
3.91K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.22KNew |
$347K - $486K
|
1.22K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23K+ 51.2% |
$916K - $1.28M
|
9.53K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
212+ 2.25% |
$60.2K - $84.1K
|
9.63K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
162K+ 37.89% |
$45.9M - $64.3M
|
589K
$173M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
784New |
$222K - $311K
|
784
$230K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3New |
$851 - $1.19K
|
3
$879
|
|