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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
79New |
$8.93K - $10.3K
|
79
$23.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 11.11% |
$113 - $130
|
8
$2.34K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
794New |
$89.8K - $103K
|
794
$233K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
400New |
$45.2K - $52K
|
400
$117K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
33.8KNew |
$3.55M - $4.82M
|
33.8K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.05K- 0.93% |
$425K - $577K
|
430K
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
76New |
$7.96K - $10.8K
|
76
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-83- 15.17% |
$8.7K - $11.8K
|
464
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
564New |
$59.1K - $80.3K
|
564
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-100- 2.27% |
$10.5K - $14.2K
|
4.3K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$1.68K - $2.28K
|
16
$4.69K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-18- 29.03% |
$1.89K - $2.56K
|
44
$12.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
1.92KNew |
$201K - $274K
|
1.92K
$563K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
62New |
$6.5K - $8.83K
|
62
$18.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.92KNew |
$201K - $273K
|
1.92K
$563K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$486 - $573
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.03KClosed |
$198K - $233K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.72KNew |
$265K - $312K
|
2.72K
$798K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.91KClosed |
$186K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-1.75KClosed |
$170K - $200K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.9KClosed |
$379K - $447K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
24New |
$2.33K - $2.75K
|
24
$7.03K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-29.5KClosed |
$2.87M - $3.38M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.25KClosed |
$219K - $258K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.46KClosed |
$493K - $561K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.99KClosed |
$662K - $753K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4Closed |
$442 - $503
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-411Closed |
$45.4K - $51.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$221 - $251
|
2
$586
|
|
| Q4 2021 | |||||||
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-200Closed |
$22.5K - $28.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-152Closed |
$17.1K - $21.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-78Closed |
$8.77K - $11.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$67.5K - $86.4K
|
600
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-23.4KClosed |
$2.63M - $3.37M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-690Closed |
$77.6K - $99.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.96KClosed |
$558K - $714K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.81KClosed |
$203K - $260K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
3KNew |
$337K - $432K
|
3K
$879K
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.65KClosed |
$186K - $238K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3KClosed |
$337K - $432K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-16.6KClosed |
$1.87M - $2.39M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13Closed |
$1.46K - $1.87K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10Closed |
$1.12K - $1.37K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.53KClosed |
$171K - $210K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-800Closed |
$89.6K - $110K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-100- 3.02% |
$11.2K - $13.7K
|
3.21K
$941K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
186New |
$20.8K - $25.5K
|
186
$54.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-13Closed |
$1.46K - $1.78K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-78.6KClosed |
$9.01M - $11.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-37Closed |
$4.24K - $5.23K
|
0
$0
|
|