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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
36
shares
|
$10,548
0.0% of portfolio
|
Q1 2025
Added 89.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
35
shares
|
$10,255
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35
shares
|
$10,255
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
35
shares
|
$10,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
30
shares
|
$8,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
30
shares
|
$8,790
0.0% of portfolio
|
Q2 2021
Reduced 18.92%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$7,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
24
shares
|
$7,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
22
shares
|
$6,446
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
21
shares
|
$6,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
21
shares
|
$6,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
20
shares
|
$5,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$5,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
17
shares
|
$4,981
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
17
shares
|
$4,981
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
14
shares
|
$4,102
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
14
shares
|
$4,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
13
shares
|
$3,809
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12
shares
|
$3,516
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
12
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
12
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$3,223
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$2,930
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
10
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
New holding
|