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 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-239- 20.03% |
$54.6K - $64.3K
|
954
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 294.44% |
$12.1K - $14.3K
|
71
$20.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7New |
$1.6K - $1.88K
|
7
$2.05K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
286+ 37.53% |
$65.4K - $76.9K
|
1.05K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$3.89K - $4.57K
|
17
$4.98K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
800New |
$183K - $215K
|
800
$234K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12New |
$2.74K - $3.23K
|
12
$3.52K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$404 - $480
|
1.79K
$525K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.43KNew |
$289K - $344K
|
1.43K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.76KNew |
$759K - $902K
|
3.76K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-196- 11.74% |
$39.6K - $47.1K
|
1.47K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.01KNew |
$203K - $241K
|
1.01K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.3K+ 191.67% |
$465K - $552K
|
3.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.17K- 74.6% |
$842K - $1M
|
1.42K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.31KNew |
$669K - $795K
|
3.31K
$970K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-75- 8.47% |
$15.2K - $18K
|
810
$237K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-65- 0.85% |
$13.1K - $15.6K
|
7.6K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
282+ 1.66% |
$57K - $67.7K
|
17.2K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-292- 49.08% |
$59K - $70.1K
|
303
$88.8K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$404 - $480
|
2
$586
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-473- 24.29% |
$95.6K - $114K
|
1.47K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 21.43% |
$606 - $720
|
17
$4.98K
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
15.6K+ 100.5% |
$3.15M - $3.74M
|
31.1K
$9.11M
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-1.77K- 66.89% |
$358K - $425K
|
876
$257K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.8K- 13.14% |
$3.2M - $3.8M
|
105K
$30.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.3KNew |
$263K - $312K
|
1.3K
$381K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.49KNew |
$301K - $357K
|
1.49K
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.28K- 58.74% |
$258K - $307K
|
897
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.1KNew |
$626K - $744K
|
3.1K
$908K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
18New |
$3.64K - $4.32K
|
18
$5.27K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-29.7K- 64.87% |
$4.98M - $6.23M
|
16.1K
$4.71M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.06KNew |
$178K - $223K
|
1.06K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
267New |
$44.8K - $56K
|
267
$78.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.23KNew |
$207K - $259K
|
1.23K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
215New |
$36.1K - $45.1K
|
215
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.16KNew |
$1.2M - $1.5M
|
7.16K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
87.4KNew |
$14.7M - $18.4M
|
87.4K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$2.17M - $2.72M
|
13K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77- 3.01% |
$12.9K - $16.2K
|
2.49K
$728K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 33.33% |
$168 - $210
|
4
$1.17K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1KNew |
$168K - $210K
|
1K
$293K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-725- 21.17% |
$122K - $152K
|
2.7K
$791K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-39- 69.64% |
$6.54K - $8.18K
|
17
$4.98K
|
|
| Q3 2023 | |||||||
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4K- 50.0% |
$626K - $752K
|
4K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$313 - $376
|
2
$586
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-7.9K- 50.83% |
$1.24M - $1.48M
|
7.64K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
200New |
$31.3K - $37.6K
|
200
$58.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Grace & White Inc
|
SELL
|
- |
-250- 3.65% |
$39.1K - $47K
|
6.6K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2KNew |
$313K - $376K
|
2K
$586K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$1.72K - $2.07K
|
11
$3.22K
|
|