Purchases and Sales Made in Q1 2025 in Csw Industrials, Inc. (CSWI)
This table provides information about the institutional ownership of Csw Industrials, Inc. (CSWI) during Q1 2025. The information is specifically focused on institutions that hold shares of CSW INDUSTRIALS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 24.32% |
$2.55K - $3.57K
|
46
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 5.88% |
$2.27K - $3.17K
|
144
$44K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.27K - $3.17K
|
8
$2.45K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.15% |
$1.7K - $2.38K
|
4.03K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.83K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.83K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
6+ 75.0% |
$1.7K - $2.38K
|
14
$4.28K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.83K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 4.48% |
$1.7K - $2.38K
|
140
$42.8K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$1.42K - $1.98K
|
5
$1.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.42K - $1.98K
|
5
$1.53K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
4+ 0.45% |
$1.14K - $1.59K
|
900
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4New |
$1.14K - $1.59K
|
4
$1.22K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$851 - $1.19K
|
4
$1.22K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3New |
$851 - $1.19K
|
3
$917
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3New |
$851 - $1.19K
|
3
$917
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 150.0% |
$851 - $1.19K
|
5
$1.53K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
3+ 7.14% |
$851 - $1.19K
|
45
$13.8K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.08% |
$568 - $794
|
2.42K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2+ 0.16% |
$568 - $794
|
1.23K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$568 - $794
|
1.8K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$284 - $397
|
864
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 50.0% |
$284 - $397
|
3
$917
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$284 - $397
|
1
$306
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$284 - $397
|
1
$306
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$284 - $397
|
801
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$284 - $397
|
10
$3.06K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$284 - $397
|
8K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 1.85% |
$284 - $397
|
53
$16.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$284 - $397
|
2
$612
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 28.57% |
$568 - $794
|
5
$1.53K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 1.81% |
$851 - $1.19K
|
163
$49.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 2.07% |
$851 - $1.19K
|
142
$43.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4Closed |
$1.14K - $1.59K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-6- 3.39% |
$1.7K - $2.38K
|
171
$52.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 0.38% |
$1.99K - $2.78K
|
1.82K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-8- 0.17% |
$2.27K - $3.17K
|
4.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15Closed |
$4.26K - $5.95K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-18- 17.65% |
$5.11K - $7.14K
|
84
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-19- 1.62% |
$5.39K - $7.54K
|
1.15K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.79% |
$6.81K - $9.52K
|
3.02K
$924K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.69% |
$7.38K - $10.3K
|
1.51K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-27- 1.3% |
$7.66K - $10.7K
|
2.05K
$627K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-40- 3.3% |
$11.4K - $15.9K
|
1.17K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-43- 4.05% |
$12.2K - $17.1K
|
1.02K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-43- 78.18% |
$12.2K - $17.1K
|
12
$3.67K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-62- 1.32% |
$17.6K - $24.6K
|
4.62K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 5.37% |
$19K - $26.6K
|
1.18K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76- 2.24% |
$21.6K - $30.2K
|
3.31K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-79- 8.43% |
$22.4K - $31.4K
|
858
$262K
|