Purchases and Sales Made in Q4 2024 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
195KNew |
$4.06M - $5.03M
|
195K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
178K+ 28.05% |
$3.72M - $4.61M
|
815K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
83.5KNew |
$1.74M - $2.16M
|
83.5K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
69.2K+ 21.04% |
$1.44M - $1.79M
|
398K
$9.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.5K+ 480.34% |
$1.28M - $1.59M
|
74.4K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.7K+ 457.35% |
$1.2M - $1.49M
|
70.3K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53.3K+ 34.6% |
$1.11M - $1.38M
|
207K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
38.1K+ 3.3% |
$793K - $984K
|
1.19M
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.5K+ 934.77% |
$739K - $917K
|
39.3K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
35.1KNew |
$732K - $907K
|
35.1K
$819K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
31.1K+ 195.01% |
$648K - $804K
|
47K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
31K+ 4.83% |
$647K - $802K
|
672K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.1K+ 41.63% |
$628K - $779K
|
102K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24K+ 190.15% |
$501K - $621K
|
36.6K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 24.78% |
$419K - $520K
|
101K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20KNew |
$417K - $517K
|
20K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1KNew |
$399K - $494K
|
19.1K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 16.54% |
$354K - $439K
|
120K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.5K+ 2.93% |
$343K - $426K
|
579K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15KNew |
$312K - $387K
|
15K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13.7KNew |
$285K - $353K
|
13.7K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$283K - $351K
|
13.6K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
13.4K+ 17.17% |
$280K - $348K
|
91.8K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$276K - $342K
|
13.2K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 3.3% |
$268K - $332K
|
402K
$9.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.9% |
$234K - $291K
|
399K
$9.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.9KNew |
$227K - $281K
|
10.9K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
10.6K+ 18.75% |
$221K - $274K
|
67.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7K+ 53.85% |
$146K - $181K
|
20K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.49K+ 49.55% |
$115K - $142K
|
16.6K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.81KNew |
$100K - $124K
|
4.81K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
4.35K+ 4.1% |
$90.7K - $112K
|
110K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.68KNew |
$55.9K - $69.4K
|
2.68K
$62.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.59K+ 36.29% |
$54.1K - $67.1K
|
9.74K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.31K+ 5.44% |
$48.1K - $59.6K
|
44.7K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.23K+ 10.88% |
$46.5K - $57.6K
|
22.7K
$529K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.78K+ 1.81% |
$37.1K - $46K
|
100K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.57K+ 243.19% |
$32.8K - $40.6K
|
2.22K
$51.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.14% |
$32.5K - $40.2K
|
39.2K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$28.9K - $35.8K
|
1.38K
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.35K+ 1.78% |
$28.2K - $35K
|
77.4K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.25K+ 5.57% |
$26K - $32.2K
|
23.6K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 101.46% |
$21.7K - $26.9K
|
2.07K
$48.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1KNew |
$20.9K - $25.9K
|
1K
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
492+ 23.48% |
$10.3K - $12.7K
|
2.59K
$60.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
427+ 29.19% |
$8.9K - $11K
|
1.89K
$44.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
325New |
$6.78K - $8.4K
|
325
$7.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
210New |
$4.38K - $5.43K
|
210
$4.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
174+ 2.67% |
$3.63K - $4.5K
|
6.7K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 0.62% |
$2.65K - $3.28K
|
20.7K
$482K
|