Latest Institutional Transactions on Csw Industrials, Inc. (CSWI)
This table provides information on the latest institutional transactions involving Csw Industrials, Inc. (CSWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
29.3K+ 5.1% |
$8.31M - $11.6M
|
603K
$180M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.42K - $1.98K
|
5
$1.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10.4K- 10.35% |
$2.96M - $4.14M
|
90.3K
$27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 6.22% |
$32.9K - $46K
|
1.75K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.09K- 37.94% |
$309K - $432K
|
1.78K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14New |
$3.97K - $5.56K
|
14
$4.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.19KNew |
$905K - $1.27M
|
3.19K
$952K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76- 2.24% |
$21.6K - $30.2K
|
3.31K
$988K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
885New |
$251K - $351K
|
885
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$284 - $397
|
2
$597
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 9.26% |
$9.65K - $13.5K
|
401
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 1.81% |
$851 - $1.19K
|
163
$48.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
165+ 6.69% |
$46.8K - $65.5K
|
2.63K
$785K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-236- 81.1% |
$67K - $93.7K
|
55
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$568 - $794
|
1.8K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
241+ 0.81% |
$68.4K - $95.6K
|
29.9K
$8.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-40- 3.3% |
$11.4K - $15.9K
|
1.17K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86K- 99.66% |
$24.4M - $34.1M
|
296
$88.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-142- 2.22% |
$40.3K - $56.4K
|
6.27K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$284 - $397
|
1
$298
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-324- 0.16% |
$91.9K - $129K
|
206K
$61.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24New |
$6.81K - $9.52K
|
24
$7.16K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
3+ 7.14% |
$851 - $1.19K
|
45
$13.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
451+ 410.0% |
$128K - $179K
|
561
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 9.87% |
$19.9K - $27.8K
|
779
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.72KNew |
$770K - $1.08M
|
2.72K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 89.47% |
$4.82K - $6.75K
|
36
$10.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
61+ 0.14% |
$17.3K - $24.2K
|
45.1K
$13.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$851 - $1.19K
|
4
$1.19K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 4.48% |
$1.7K - $2.38K
|
140
$41.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 526.32% |
$28.4K - $39.7K
|
119
$35.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 183.33% |
$3.12K - $4.37K
|
17
$5.07K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$5.29K - $6.48K
|
15
$4.48K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-127- 7.08% |
$44.8K - $54.9K
|
1.67K
$498K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.02K- 15.89% |
$711K - $871K
|
10.7K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 2123.09% |
$4.41M - $5.4M
|
13.1K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
27K+ 111.45% |
$9.54M - $11.7M
|
51.3K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5K+ 5.56% |
$4.04M - $4.95M
|
218K
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$612K - $749K
|
1.73K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.75K+ 47.96% |
$1.68M - $2.05M
|
14.7K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
9+ 0.56% |
$3.18K - $3.89K
|
1.63K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-173- 17.64% |
$61K - $74.7K
|
808
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
102K+ 782.08% |
$35.8M - $43.9M
|
115K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$1.14M - $1.39M
|
3.22K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
291+ 19.72% |
$103K - $126K
|
1.77K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-321- 34.82% |
$113K - $139K
|
601
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-85- 0.89% |
$30K - $36.7K
|
9.42K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-419- 8.22% |
$148K - $181K
|
4.68K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 229.06% |
$1.81M - $2.22M
|
7.38K
$2.2M
|
|