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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17New |
$2.25K - $2.83K
|
17
$6.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.23KNew |
$163K - $204K
|
1.23K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Montanaro Asset Management LTD
|
BUY
|
- |
5K+ 12.5% |
$663K - $831K
|
45K
$16.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-27- 1.47% |
$3.58K - $4.49K
|
1.81K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
1.77KNew |
$235K - $294K
|
1.77K
$635K
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
1.86K+ 3.82% |
$246K - $309K
|
50.5K
$18.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
66+ 1.64% |
$8.75K - $11K
|
4.1K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
389New |
$51.6K - $64.6K
|
389
$139K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-800- 12.84% |
$93.5K - $118K
|
5.43K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.28KNew |
$150K - $188K
|
1.28K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.45KNew |
$169K - $213K
|
1.45K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
10KNew |
$1.17M - $1.47M
|
10K
$3.58M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77.7KNew |
$9.08M - $11.4M
|
77.7K
$27.8M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55New |
$6.43K - $8.08K
|
55
$19.7K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
5KNew |
$584K - $735K
|
5K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.6KNew |
$187K - $235K
|
1.6K
$573K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-24Closed |
$2.71K - $3.12K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44- 8.61% |
$4.98K - $5.72K
|
467
$167K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.31KNew |
$148K - $171K
|
1.31K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.41KNew |
$724K - $833K
|
6.41K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.48KNew |
$394K - $453K
|
3.48K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30New |
$3.39K - $3.9K
|
30
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-269- 3.61% |
$30.4K - $35K
|
7.18K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
95New |
$10.7K - $12.4K
|
95
$34K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
79New |
$8.93K - $10.3K
|
79
$28.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 11.11% |
$113 - $130
|
8
$2.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
794New |
$89.8K - $103K
|
794
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
400New |
$45.2K - $52K
|
400
$143K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-100- 2.27% |
$10.5K - $14.2K
|
4.3K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
740New |
$77.6K - $105K
|
740
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-83- 15.17% |
$8.7K - $11.8K
|
464
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.05K- 0.93% |
$425K - $577K
|
430K
$154M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
76New |
$7.96K - $10.8K
|
76
$27.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
564New |
$59.1K - $80.3K
|
564
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
33.8KNew |
$3.55M - $4.82M
|
33.8K
$12.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$1.68K - $2.28K
|
16
$5.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-18- 29.03% |
$1.89K - $2.56K
|
44
$15.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
1.92KNew |
$201K - $274K
|
1.92K
$689K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
62New |
$6.5K - $8.83K
|
62
$22.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.75KNew |
$183K - $249K
|
1.75K
$626K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.92KNew |
$201K - $273K
|
1.92K
$688K
|
|
| 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
$976K
|
|
|
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
$8.6K
|
|
|
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
|
|