Institutional Ownership Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
1,190,204
shares
|
$27.3 Million
0.03% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
814,584
shares
|
$18.7 Million
2.78% of portfolio
|
Q4 2024
Added 28.05%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
675,583
shares
|
$15.5 Million
1.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
660,600
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
641,459
shares
|
$14.7 Million
1.75% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
578,541
shares
|
$13.2 Million
0.86% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
473,718
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
399,349
shares
|
$9.15 Million
0.0% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
398,887
shares
|
$9.13 Million
0.38% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
398,008
shares
|
$9.11 Million
0.58% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
388,750
shares
|
$8.9 Million
5.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
332,423
shares
|
$7.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
306,850
shares
|
$7.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
194,755
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
191,996
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
179,426
shares
|
$4.11 Million
0.19% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
176,597
shares
|
$4.04 Million
0.9% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
164,461
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
163,946
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
154,038
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
149,543
shares
|
$3.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,650
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
122,481
shares
|
$2.8 Million
2.95% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
120,509
shares
|
$2.76 Million
0.56% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Feb 05, 2025 Q4 2024 |
110,422
shares
|
$2.53 Million
1.64% of portfolio
|
Q4 2024
Added 4.1%
|