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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-96- 1.13% |
$25.3K - $35.6K
|
8.37K
$3M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-3.3K- 44.82% |
$868K - $1.22M
|
4.06K
$1.45M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.08K- 18.3% |
$549K - $772K
|
9.29K
$3.33M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$264 - $371
|
1
$358
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
953New |
$251K - $353K
|
953
$342K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-166- 0.64% |
$43.7K - $61.6K
|
25.7K
$9.21M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.18K- 16.27% |
$311K - $438K
|
6.08K
$2.18M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-30- 0.66% |
$7.91K - $11.1K
|
4.53K
$1.62M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8New |
$2.11K - $2.97K
|
8
$2.87K
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
2.95K+ 3.84% |
$776K - $1.09M
|
79.6K
$28.5M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-132- 94.29% |
$34.8K - $49K
|
8
$2.87K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$2.9K - $4.08K
|
11
$3.94K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-100- 2.17% |
$26.4K - $37.1K
|
4.5K
$1.61M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-4.8K- 46.48% |
$1.27M - $1.78M
|
5.53K
$1.98M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 17.41% |
$10.3K - $14.5K
|
263
$94.3K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6- 0.26% |
$1.58K - $2.23K
|
2.34K
$837K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
567New |
$149K - $210K
|
567
$203K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 200.0% |
$527 - $742
|
3
$1.08K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-336- 15.73% |
$88.6K - $125K
|
1.8K
$645K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
572New |
$151K - $212K
|
572
$205K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$264 - $371
|
1
$358
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46+ 2.53% |
$12.1K - $17.1K
|
1.87K
$669K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 14.83% |
$35.8K - $50.4K
|
1.05K
$377K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
77.6K+ 1046.2% |
$20.4M - $28.8M
|
85K
$30.5M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$5.27K - $7.42K
|
20
$7.17K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.47KNew |
$1.7M - $2.4M
|
6.47K
$2.32M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.33K+ 800.74% |
$1.14M - $1.61M
|
4.87K
$1.75M
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.08% |
$527 - $742
|
2.42K
$867K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25.1K+ 174.22% |
$6.6M - $9.29M
|
39.4K
$14.1M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
128+ 5.2% |
$33.7K - $47.5K
|
2.59K
$928K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72New |
$19K - $26.7K
|
72
$25.8K
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.41K+ 3.77% |
$1.95M - $2.75M
|
204K
$73M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
334+ 20.5% |
$88K - $124K
|
1.96K
$704K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-282- 8.17% |
$74.3K - $105K
|
3.17K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
9.78K+ 1.72% |
$2.58M - $3.63M
|
577K
$207M
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.21K- 18.02% |
$320K - $450K
|
5.52K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 20.0% |
$1.84K - $2.6K
|
42
$15.1K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-7.45K- 16.2% |
$1.96M - $2.76M
|
38.5K
$13.8M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.9KNew |
$1.03M - $1.45M
|
3.9K
$1.4M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 16.31% |
$12.1K - $17.1K
|
328
$118K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4.85K- 58.01% |
$1.28M - $1.8M
|
3.51K
$1.26M
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
53+ 3.52% |
$14K - $19.7K
|
1.56K
$559K
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
3.9KNew |
$1.03M - $1.45M
|
3.9K
$1.4M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
27+ 0.88% |
$7.12K - $10K
|
3.09K
$1.11M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.49KNew |
$2.5M - $3.52M
|
9.49K
$3.4M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
173+ 508.82% |
$45.6K - $64.2K
|
207
$74.2K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$264 - $371
|
863
$309K
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-490- 0.51% |
$129K - $182K
|
95.1K
$34.1M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$264 - $371
|
1
$358
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 0.57% |
$5.01K - $7.05K
|
3.37K
$1.21M
|