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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 65.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$2,930
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
9
shares
|
$2,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6
shares
|
$1,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
4
shares
|
$1,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|