Purchases and Sales Made in Q2 2025 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITAL SOUTHWEST CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.1MNew |
$235M - $294M
|
13.1M
$272M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
486K+ 163.77% |
$8.75M - $10.9M
|
783K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
291KNew |
$5.23M - $6.52M
|
291K
$6.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 639.74% |
$5.22M - $6.52M
|
336K
$6.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
290K+ 402.78% |
$5.21M - $6.5M
|
362K
$7.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
180K+ 15.46% |
$3.24M - $4.05M
|
1.35M
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
154K+ 176.04% |
$2.78M - $3.46M
|
242K
$5.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
88.4K+ 64.37% |
$1.59M - $1.98M
|
226K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
86.2K+ 13.99% |
$1.55M - $1.93M
|
702K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
81.2K+ 18.44% |
$1.46M - $1.82M
|
522K
$10.9M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.9K+ 115.59% |
$1.44M - $1.79M
|
149K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.9K+ 115.59% |
$1.44M - $1.79M
|
149K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
78.8KNew |
$1.42M - $1.77M
|
78.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.8K+ 22.74% |
$1.36M - $1.7M
|
409K
$8.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.6K+ 42.3% |
$1.22M - $1.52M
|
227K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
56.4KNew |
$1.01M - $1.27M
|
56.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
54.5KNew |
$981K - $1.22M
|
54.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
53.2K+ 98.47% |
$957K - $1.19M
|
107K
$2.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
48.2KNew |
$867K - $1.08M
|
48.2K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
46.6KNew |
$839K - $1.05M
|
46.6K
$970K
|
|
|
Jul 25, 2025
Q2 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
42.7K+ 10.1% |
$768K - $957K
|
465K
$9.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
42.5K+ 52.63% |
$765K - $954K
|
123K
$2.57M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41.5K+ 82.05% |
$747K - $932K
|
92.2K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$730K - $911K
|
40.6K
$844K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
38.4K+ 28.63% |
$691K - $862K
|
173K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.7K+ 7.72% |
$679K - $847K
|
527K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
35.2KNew |
$634K - $790K
|
35.2K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
34.9KNew |
$628K - $783K
|
34.9K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
34.9K+ 243.38% |
$628K - $783K
|
49.2K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.9K+ 286.16% |
$609K - $760K
|
45.7K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 7.81% |
$600K - $748K
|
460K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
25.9KNew |
$466K - $581K
|
25.9K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.8K+ 111.26% |
$392K - $489K
|
41.4K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
19.8KNew |
$355K - $443K
|
19.8K
$411K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18.4K+ 22.45% |
$330K - $412K
|
100K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.9KNew |
$322K - $401K
|
17.9K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
14.9K+ 22.7% |
$268K - $335K
|
80.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 148.11% |
$268K - $335K
|
25K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.6K+ 4.58% |
$262K - $327K
|
333K
$6.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
14.3K+ 15.57% |
$257K - $321K
|
106K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14K+ 22.73% |
$252K - $314K
|
75.5K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.7KNew |
$211K - $263K
|
11.7K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 10.8% |
$207K - $259K
|
118K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
11.4K+ 4.46% |
$205K - $256K
|
267K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$202K - $252K
|
11.2K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.9KNew |
$196K - $244K
|
10.9K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$191K - $239K
|
10.6K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 102.28% |
$186K - $233K
|
20.5K
$426K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.74KNew |
$175K - $219K
|
9.74K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.11KNew |
$164K - $205K
|
9.11K
$190K
|
|