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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.78K+ 8.03% |
$141K - $175K
|
91.2K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.49K+ 49.55% |
$115K - $142K
|
16.6K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.06K+ 20.78% |
$105K - $131K
|
29.4K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.81KNew |
$100K - $124K
|
4.81K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
4.35K+ 4.1% |
$90.7K - $112K
|
110K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.68KNew |
$55.9K - $69.4K
|
2.68K
$62.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.68KNew |
$55.8K - $69.2K
|
2.68K
$62.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.59K+ 36.29% |
$54.1K - $67.1K
|
9.74K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.31K+ 5.44% |
$48.1K - $59.6K
|
44.7K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.23K+ 10.88% |
$46.5K - $57.6K
|
22.7K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.17K+ 2.71% |
$45.3K - $56.2K
|
82.4K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.01K+ 6.41% |
$41.8K - $51.9K
|
33.3K
$781K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.78K+ 1.81% |
$37.1K - $46K
|
100K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.57K+ 243.19% |
$32.8K - $40.6K
|
2.22K
$52K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.14% |
$32.5K - $40.2K
|
39.2K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$28.9K - $35.8K
|
1.38K
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.35K+ 1.78% |
$28.2K - $35K
|
77.4K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.25K+ 5.57% |
$26K - $32.2K
|
23.6K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 101.46% |
$21.7K - $26.9K
|
2.07K
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1KNew |
$20.9K - $25.9K
|
1K
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
732+ 52.51% |
$15.3K - $18.9K
|
2.13K
$49.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
669+ 35.57% |
$13.9K - $17.3K
|
2.55K
$59.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
492+ 23.48% |
$10.3K - $12.7K
|
2.59K
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
427+ 29.19% |
$8.9K - $11K
|
1.89K
$44.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
325New |
$6.78K - $8.4K
|
325
$7.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
210New |
$4.38K - $5.43K
|
210
$4.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
174+ 2.67% |
$3.63K - $4.5K
|
6.7K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 0.62% |
$2.65K - $3.28K
|
20.7K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
99New |
$2.06K - $2.56K
|
99
$2.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
70+ 11.67% |
$1.46K - $1.81K
|
670
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48+ 0.17% |
$1K - $1.24K
|
28K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$730 - $905
|
35
$821
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.07% |
$521 - $646
|
2.37K
$55.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11New |
$229 - $284
|
11
$258
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$104 - $129
|
5
$117
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.85% |
$41.7 - $51.7
|
54
$1.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18- 0.08% |
$375 - $465
|
23K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29Closed |
$605 - $750
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-45- 0.33% |
$938 - $1.16K
|
13.7K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-116- 1.18% |
$2.42K - $3K
|
9.75K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-125- 22.73% |
$2.61K - $3.23K
|
425
$9.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-216- 67.29% |
$4.5K - $5.58K
|
105
$2.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 4.92% |
$4.98K - $6.18K
|
4.61K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-457- 2.76% |
$9.53K - $11.8K
|
16.1K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-573- 3.7% |
$11.9K - $14.8K
|
14.9K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-726- 3.69% |
$15.1K - $18.8K
|
19K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-800- 1.85% |
$16.7K - $20.7K
|
42.4K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-924- 5.08% |
$19.3K - $23.9K
|
17.3K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-945- 34.62% |
$19.7K - $24.4K
|
1.79K
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.25K- 95.14% |
$26.1K - $32.4K
|
64
$1.5K
|