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 162 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
106,072
shares
|
$2.37 Million
2.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
102,879
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
102,730
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 124.25%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
101,234
shares
|
$2.27 Million
0.05% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
100,242
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
91,753
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
84,456
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
84,356
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Moerus Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
82,097
shares
|
$1.84 Million
0.9% of portfolio
|
Q1 2024
Reduced 14.24%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
81,291
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2023
Added 36.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
80,201
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Added 970.63%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
76,083
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
74,786
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
72,361
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
71,786
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69,218
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
67,108
shares
|
$1.5 Million
0.61% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
66,939
shares
|
$1.5 Million
2.6% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
65,164
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,757
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
62,351
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
60,872
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
57,079
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
56,305
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
46,685
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.69%
|