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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.25K- 95.14% |
$26.1K - $32.4K
|
64
$1.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.4K- 2.25% |
$29.2K - $36.2K
|
61K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 35.71% |
$31.3K - $38.8K
|
2.7K
$63.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.55K- 75.61% |
$32.3K - $40.1K
|
500
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.72K- 2.5% |
$35.8K - $44.4K
|
66.9K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.72K- 3.81% |
$35.9K - $44.5K
|
43.5K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.8K- 14.18% |
$37.5K - $46.5K
|
10.9K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.99K- 12.57% |
$41.5K - $51.4K
|
13.8K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 20.9% |
$51.3K - $63.6K
|
9.32K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.62K- 6.96% |
$54.6K - $67.7K
|
35K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.86K- 4.39% |
$59.7K - $74K
|
62.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.22K- 0.48% |
$67.1K - $83.1K
|
672K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.67K- 4.91% |
$76.6K - $95K
|
71.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.15K- 28.46% |
$86.4K - $107K
|
10.4K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.9K- 1.6% |
$102K - $127K
|
302K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.21K- 36.04% |
$109K - $135K
|
9.24K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.16K- 55.2% |
$128K - $159K
|
5K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.36K- 7.54% |
$133K - $164K
|
78K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.07K- 72.55% |
$147K - $183K
|
2.67K
$62.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Moerus Capital Management LLC
New York, NY |
SELL
|
- |
-8.11K- 9.88% |
$169K - $210K
|
74K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.23K- 84.01% |
$172K - $213K
|
1.57K
$36.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 29.97% |
$228K - $283K
|
25.6K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19K- 31.28% |
$397K - $492K
|
41.8K
$981K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-20.2K- 16.17% |
$420K - $521K
|
104K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-22.1K- 6.66% |
$462K - $572K
|
310K
$7.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.9K- 11.95% |
$478K - $593K
|
169K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25.7K- 31.3% |
$535K - $663K
|
56.3K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-30.4K- 14.48% |
$633K - $785K
|
179K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33.1K- 18.11% |
$689K - $855K
|
150K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-368K- 92.11% |
$7.67M - $9.51M
|
31.5K
$739K
|