Institutional Ownership Csw Industrials, Inc. (CSWI)
This table provides information about the institutional ownership of Csw Industrials, Inc. (CSWI). We have compiled data on the 392 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $4.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
136
shares
|
$39,465
0.0% of portfolio
|
Q4 2024
Reduced 62.33%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
134
shares
|
$38,885
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
116
shares
|
$33,662
0.0% of portfolio
|
Q4 2024
Added 510.53%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
110
shares
|
$31,920
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
102
shares
|
$29,599
0.0% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
97
shares
|
$28,148
0.0% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
82
shares
|
$23,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
79
shares
|
$22,925
0.0% of portfolio
|
Q4 2024
Added 43.64%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
65
shares
|
$18,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
62
shares
|
$17,991
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
57
shares
|
$16,540
0.0% of portfolio
|
Q4 2024
Reduced 82.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
55
shares
|
$15,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
54
shares
|
$15,670
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
42
shares
|
$12,187
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
39
shares
|
$11,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
38
shares
|
$11,027
0.0% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37
shares
|
$10,737
0.0% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
35
shares
|
$10,156
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
35
shares
|
$10,156
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
30
shares
|
$8,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
30
shares
|
$8,705
0.0% of portfolio
|
Q2 2021
Reduced 18.92%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
24
shares
|
$6,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23
shares
|
$6,674
0.0% of portfolio
|
Q4 2024
Added 187.5%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
22
shares
|
$6,384
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
21
shares
|
$6,093
0.0% of portfolio
|
Q3 2024
New holding
|