Purchases and Sales Made in Q4 2025 in Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
152K+ 55.64% |
$2.96M - $3.35M
|
425K
$8.85M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
129K+ 17.07% |
$2.52M - $2.85M
|
886K
$18.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
122KNew |
$2.38M - $2.7M
|
122K
$2.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
64.7K+ 29.4% |
$1.26M - $1.43M
|
285K
$5.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
26.6K+ 8.35% |
$519K - $587K
|
346K
$7.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
15.5K+ 5.26% |
$302K - $342K
|
311K
$6.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
12.5KNew |
$243K - $275K
|
12.5K
$260K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11.9KNew |
$232K - $262K
|
11.9K
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.58K+ 12.92% |
$148K - $167K
|
66.2K
$1.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$9.74K - $11K
|
500
$10.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180+ 7.25% |
$3.5K - $3.97K
|
2.66K
$55.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
109New |
$2.12K - $2.4K
|
109
$2.27K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.82% |
$837 - $948
|
5.32K
$111K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-209- 41.8% |
$4.07K - $4.61K
|
291
$6.05K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.6K- 60.23% |
$31.1K - $35.2K
|
1.05K
$21.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.08K- 22.29% |
$40.6K - $45.9K
|
7.27K
$151K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.86K- 3.29% |
$55.6K - $62.9K
|
83.8K
$1.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.25K- 5.32% |
$63.4K - $71.7K
|
57.9K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.51K- 3.42% |
$68.4K - $77.4K
|
99.2K
$2.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37.4K- 97.4% |
$729K - $825K
|
1K
$20.8K
|
|