Institutional Ownership Csw Industrials, Inc. (CSWI)
This table provides information about the institutional ownership of Csw Industrials, Inc. (CSWI). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
224
shares
|
$65,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
219
shares
|
$64,167
0.0% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
202
shares
|
$59,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
198
shares
|
$58,014
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
196
shares
|
$57,428
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
183
shares
|
$53,619
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
171
shares
|
$50,103
0.04% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
144
shares
|
$42,192
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
142
shares
|
$41,606
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
142
shares
|
$41,606
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
130
shares
|
$38,090
0.01% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
126
shares
|
$36,918
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
120
shares
|
$35,160
0.0% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
105
shares
|
$30,765
0.0% of portfolio
|
Q1 2025
Added 517.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$24,612
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
82
shares
|
$24,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
62
shares
|
$18,166
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
59
shares
|
$17,287
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
56
shares
|
$16,408
0.0% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
55
shares
|
$16,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
53
shares
|
$15,529
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
52
shares
|
$15,236
0.0% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
46
shares
|
$13,478
0.0% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
45
shares
|
$13,185
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
41
shares
|
$12,013
0.0% of portfolio
|
Q1 2025
New holding
|