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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-180- 3.08% |
$45.8K - $60.6K
|
5.66K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2New |
$509 - $673
|
2
$586
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
229+ 71.79% |
$58.2K - $77K
|
548
$161K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$5.85K - $7.74K
|
23
$6.74K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
9New |
$2.29K - $3.03K
|
9
$2.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$509 - $673
|
1
$293
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$254 - $336
|
1
$293
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
37+ 264.29% |
$9.41K - $12.4K
|
51
$14.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$763 - $1.01K
|
3
$879
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
41+ 91.11% |
$10.4K - $13.8K
|
86
$25.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-300- 9.06% |
$76.3K - $101K
|
3.01K
$883K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
309+ 17.56% |
$87.7K - $123K
|
2.07K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4Closed |
$1.14K - $1.59K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.07KNew |
$586K - $820K
|
2.07K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 20.05% |
$46K - $64.3K
|
970
$284K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35New |
$9.93K - $13.9K
|
35
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-62- 1.32% |
$17.6K - $24.6K
|
4.62K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
700New |
$199K - $278K
|
700
$205K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.79KNew |
$509K - $711K
|
1.79K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.81KNew |
$1.08M - $1.51M
|
3.81K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
4 D Advisors, LLC
Redondo Beach, CA |
SELL
|
- |
-1K- 15.38% |
$284K - $397K
|
5.5K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.05KNew |
$298K - $417K
|
1.05K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.68K- 39.26% |
$2.75M - $3.84M
|
15K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.11K+ 423.99% |
$2.02M - $2.82M
|
8.78K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-93- 5.2% |
$26.4K - $36.9K
|
1.7K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
CALL |
-10K- 50.51% |
$2.84M - $3.97M
|
9.8K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
6.77KNew |
$1.92M - $2.68M
|
6.77K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
963New |
$273K - $382K
|
963
$282K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 12.5% |
$28.4K - $39.7K
|
700
$205K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
224New |
$63.6K - $88.9K
|
224
$65.6K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$341K - $476K
|
1.2K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-678- 17.55% |
$192K - $269K
|
3.19K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.61% |
$56.8K - $79.4K
|
32.5K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88+ 517.65% |
$25K - $34.9K
|
105
$30.8K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$305K - $427K
|
1.08K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21New |
$5.96K - $8.33K
|
21
$6.15K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$284 - $397
|
801
$235K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-135- 16.27% |
$38.3K - $53.6K
|
695
$204K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12New |
$3.41K - $4.76K
|
12
$3.52K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 150.0% |
$851 - $1.19K
|
5
$1.47K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
33+ 1.97% |
$9.36K - $13.1K
|
1.71K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
202New |
$57.3K - $80.2K
|
202
$59.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3New |
$851 - $1.19K
|
3
$879
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 5.71% |
$56.8K - $79.4K
|
3.3K
$967K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-602- 4.8% |
$171K - $239K
|
11.9K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
55New |
$15.6K - $21.8K
|
55
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 15.82% |
$8.8K - $12.3K
|
227
$66.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 2.38% |
$28.4K - $39.7K
|
4.1K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-758- 74.31% |
$215K - $301K
|
262
$76.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6New |
$1.7K - $2.38K
|
6
$1.76K
|
|