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 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1MNew |
$20.9M - $25.9M
|
1M
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
459K+ 1481.58% |
$9.58M - $11.9M
|
490K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
257KNew |
$5.37M - $6.65M
|
257K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200K+ 42.23% |
$4.17M - $5.17M
|
674K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
198KNew |
$4.12M - $5.11M
|
198K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
195KNew |
$4.06M - $5.03M
|
195K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
178K+ 28.05% |
$3.72M - $4.61M
|
815K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
114K+ 17.26% |
$2.38M - $2.95M
|
775K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
103KNew |
$2.15M - $2.66M
|
103K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
102KNew |
$2.12M - $2.63M
|
102K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
101K+ 525.84% |
$2.11M - $2.61M
|
120K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
83.5KNew |
$1.74M - $2.16M
|
83.5K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
69.2K+ 21.04% |
$1.44M - $1.79M
|
398K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
67.6KNew |
$1.41M - $1.75M
|
67.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.5K+ 480.34% |
$1.28M - $1.59M
|
74.4K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.7K+ 457.35% |
$1.2M - $1.49M
|
70.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.9K+ 76.5% |
$1.14M - $1.42M
|
127K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53.3K+ 34.6% |
$1.11M - $1.38M
|
207K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 29.79% |
$1.02M - $1.27M
|
213K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
48.9K+ 488.64% |
$1.02M - $1.26M
|
58.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.3K+ 79.41% |
$945K - $1.17M
|
102K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
38.1K+ 3.3% |
$793K - $984K
|
1.19M
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.5K+ 934.77% |
$739K - $917K
|
39.3K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
35.1KNew |
$732K - $907K
|
35.1K
$823K
|
|
|
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
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.1K+ 41.63% |
$628K - $779K
|
102K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24K+ 190.15% |
$501K - $621K
|
36.6K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$453K - $562K
|
21.7K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 24.78% |
$419K - $520K
|
101K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20KNew |
$417K - $517K
|
20K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 56.5% |
$403K - $499K
|
53.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1KNew |
$399K - $494K
|
19.1K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2KNew |
$359K - $445K
|
17.2K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 16.54% |
$354K - $439K
|
120K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.5K+ 2.93% |
$343K - $426K
|
579K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
15.6KNew |
$326K - $404K
|
15.6K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15KNew |
$312K - $387K
|
15K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13.7KNew |
$285K - $353K
|
13.7K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$283K - $351K
|
13.6K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
13.4K+ 17.17% |
$280K - $348K
|
91.8K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$276K - $342K
|
13.2K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 3.3% |
$268K - $332K
|
402K
$9.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.8K+ 52.44% |
$267K - $331K
|
37.2K
$873K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.9% |
$234K - $291K
|
399K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.9KNew |
$227K - $281K
|
10.9K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
10.6K+ 18.75% |
$221K - $274K
|
67.1K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 135.26% |
$212K - $263K
|
17.7K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9.58K+ 36.35% |
$200K - $248K
|
35.9K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.27KNew |
$193K - $240K
|
9.27K
$217K
|