Latest Institutional Purchases of Capital Southwest Corp (CSWC)
This list provides information on the latest institutional transactions involving Capital Southwest Corp (CSWC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 3.3% |
$268K - $332K
|
402K
$7.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.8K+ 52.44% |
$267K - $331K
|
37.2K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.9KNew |
$227K - $281K
|
10.9K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
10.6K+ 18.75% |
$221K - $274K
|
67.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 135.26% |
$212K - $263K
|
17.7K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9.58K+ 36.35% |
$200K - $248K
|
35.9K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.27KNew |
$193K - $240K
|
9.27K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7K+ 53.85% |
$146K - $181K
|
20K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.78K+ 8.03% |
$141K - $175K
|
91.2K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.49K+ 49.55% |
$115K - $142K
|
16.6K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.06K+ 20.78% |
$105K - $131K
|
29.4K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.81KNew |
$100K - $124K
|
4.81K
$92.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.5K+ 9.7% |
$93.8K - $116K
|
50.9K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
4.35K+ 4.1% |
$90.7K - $112K
|
110K
$2.12M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.94K+ 8.44% |
$82.2K - $102K
|
50.6K
$973K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.68KNew |
$55.9K - $69.4K
|
2.68K
$51.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.68KNew |
$55.8K - $69.2K
|
2.68K
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.31K+ 5.44% |
$48.1K - $59.6K
|
44.7K
$859K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.23K+ 10.88% |
$46.5K - $57.6K
|
22.7K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.17K+ 2.71% |
$45.3K - $56.2K
|
82.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.01K+ 6.41% |
$41.8K - $51.9K
|
33.3K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.57K+ 243.19% |
$32.8K - $40.6K
|
2.22K
$42.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.14% |
$32.5K - $40.2K
|
39.2K
$753K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.46KNew |
$30.5K - $37.8K
|
1.46K
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$28.9K - $35.8K
|
1.38K
$26.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.35K+ 1.78% |
$28.2K - $35K
|
77.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.25K+ 5.57% |
$26K - $32.2K
|
23.6K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 101.46% |
$21.7K - $26.9K
|
2.07K
$39.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1KNew |
$20.9K - $25.9K
|
1K
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
732+ 52.51% |
$15.3K - $18.9K
|
2.13K
$40.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
669+ 35.57% |
$13.9K - $17.3K
|
2.55K
$49K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
492+ 23.48% |
$10.3K - $12.7K
|
2.59K
$49.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
427+ 29.19% |
$8.9K - $11K
|
1.89K
$36.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
325New |
$6.78K - $8.4K
|
325
$6.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
210New |
$4.38K - $5.43K
|
210
$4.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
174+ 2.67% |
$3.63K - $4.5K
|
6.7K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 0.62% |
$2.65K - $3.28K
|
20.7K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
99New |
$2.06K - $2.56K
|
99
$1.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
70+ 11.67% |
$1.46K - $1.81K
|
670
$12.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48+ 0.17% |
$1K - $1.24K
|
28K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$730 - $905
|
35
$673
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.07% |
$521 - $646
|
2.37K
$45.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11New |
$229 - $284
|
11
$211
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$104 - $129
|
5
$96.1
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.85% |
$41.7 - $51.7
|
54
$1.04K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8K+ 3103.98% |
$607K - $697K
|
26.6K
$511K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22.1K+ 7.13% |
$522K - $599K
|
332K
$6.39M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16KNew |
$377K - $433K
|
16K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9KNew |
$374K - $429K
|
15.9K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.4KNew |
$339K - $390K
|
14.4K
$277K
|
|