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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 5.71% |
$56.8K - $79.4K
|
3.3K
$967K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-602- 4.8% |
$171K - $239K
|
11.9K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
55New |
$15.6K - $21.8K
|
55
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 15.82% |
$8.8K - $12.3K
|
227
$66.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 2.54% |
$28.4K - $39.7K
|
3.83K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 2.38% |
$28.4K - $39.7K
|
4.1K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 43.59% |
$4.82K - $6.75K
|
56
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-758- 74.31% |
$215K - $301K
|
262
$76.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
24New |
$6.81K - $9.52K
|
24
$7.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.76K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$284 - $397
|
10
$2.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-500- 27.03% |
$142K - $198K
|
1.35K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$284 - $397
|
8K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$284 - $397
|
864
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10.4K- 10.35% |
$2.96M - $4.14M
|
90.3K
$26.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.42K - $1.98K
|
5
$1.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.76K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
885New |
$251K - $351K
|
885
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$284 - $397
|
1
$293
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 9.87% |
$19.9K - $27.8K
|
779
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
451+ 410.0% |
$128K - $179K
|
561
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24New |
$6.81K - $9.52K
|
24
$7.03K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$851 - $1.19K
|
4
$1.17K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-56- 1.78% |
$19.8K - $24.2K
|
3.09K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
773New |
$273K - $334K
|
773
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
299+ 50.94% |
$105K - $129K
|
886
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
3.46KNew |
$1.22M - $1.49M
|
3.46K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
9.24KNew |
$3.26M - $3.99M
|
9.24K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 18.01% |
$6.3M - $7.72M
|
81.3K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
9+ 0.56% |
$3.18K - $3.89K
|
1.63K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-321- 34.82% |
$113K - $139K
|
601
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1K- 52.63% |
$353K - $432K
|
900
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1KNew |
$353K - $432K
|
1K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
251New |
$88.6K - $108K
|
251
$73.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.66KNew |
$939K - $1.15M
|
2.66K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.31KNew |
$460K - $564K
|
1.31K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
5KNew |
$1.76M - $2.16M
|
5K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
17New |
$6K - $7.34K
|
17
$4.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$1.05M - $1.28M
|
2.97K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Moerus Capital Management LLC
New York, NY |
SELL
|
- |
-785- 9.17% |
$277K - $339K
|
7.78K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
649New |
$229K - $280K
|
649
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.64KNew |
$931K - $1.14M
|
2.64K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.74KNew |
$614K - $752K
|
1.74K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.08K- 58.06% |
$732K - $896K
|
1.5K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-1.97K- 15.6% |
$694K - $850K
|
10.6K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-5.13K- 33.88% |
$1.81M - $2.21M
|
10K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.27K+ 87816.67% |
$1.86M - $2.28M
|
5.28K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
65New |
$22.9K - $28.1K
|
65
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-28.1K- 68.27% |
$9.9M - $12.1M
|
13K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
30New |
$10.6K - $13K
|
30
$8.79K
|
|