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Capital Southwest (CSWC) Institutional Ownership

Capital Southwest logo
$22.49 -0.03 (-0.13%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)

Current
Institutional Ownership
Percentage
23.42%
Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$85.32M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$16.20M
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CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Redmont Wealth Advisors LLC66,939$1.46M2.5%-2.5%0.140%
1/17/2025 Nisa Investment Advisors LLC2,700$59K0.0%-35.7%0.006%
1/15/2025 Sanders Morris Harris LLC814,584$17.58M2.6%+28.0%1.708%
1/15/2025 Hennion & Walsh Asset Management Inc.179,426$3.92M0.2%-14.5%0.376%
1/10/2025 Harbor Capital Advisors Inc.398,887$8.70M0.4%+2.9%0.836%
1/2/2025 Confluence Investment Management LLC100,242$2.19M0.0%+1.8%0.210%
12/26/2024JPMorgan Chase & Co.3,794$96K0.0%-21.5%0.008%
12/13/2024B. Riley Wealth Advisors Inc.46,685$1.18M0.0%-4.7%0.098%
11/27/2024Franklin Resources Inc.154,038$3.89M0.0%+24.6%0.323%
11/18/2024First Dallas Securities Inc.56,512$1.43M0.6%+4.2%0.118%
11/15/2024Barclays PLC76,083$1.92M0.0%+1.7%0.160%
11/15/2024MML Investors Services LLC102,730$2.60M0.0%+124.2%0.215%
11/15/2024Hodges Capital Management Inc.78,305$1.98M0.1%+7.8%0.164%
11/15/2024Two Sigma Advisers LP660,600$16.71M0.0%-11.7%1.385%
11/15/2024Quarry LP1,394$35K0.0%N/A0.003%
11/15/2024HighTower Advisors LLC11,776$297K0.0%-3.7%0.025%
11/15/2024Benjamin Edwards Inc.80,201$2.03M0.0%+970.6%0.168%
11/13/2024Quantbot Technologies LP12,625$319K0.0%-59.1%0.026%
11/8/2024Advisors Asset Management Inc.182,606$4.62M0.1%+7.3%0.383%
11/6/2024Muzinich & Co. Inc.106,072$2.68M1.9%+4.0%0.222%
11/6/2024Dearborn Partners LLC19,681$498K0.0%+8.0%0.041%
11/5/2024Sumitomo Mitsui Trust Group Inc.102,879$2.60M0.0%+4.2%0.216%
11/4/2024Legacy Capital Wealth Partners LLC65,164$1.65M0.3%-4.2%0.137%
11/1/2024Hollencrest Capital Management6,527$165K0.0%+8.6%0.014%
10/31/2024 Confluence Investment Management LLC98,463$2.49M0.0%+1.3%0.210%
10/31/2024Cozad Asset Management Inc.60,872$1.54M0.1%-6.0%0.133%
10/31/2024Concurrent Investment Advisors LLC15,832$400K0.0%-8.9%0.035%
10/29/2024Van ECK Associates Corp1,152,153$29.48M0.0%+8.8%2.513%
10/29/2024 Harbor Capital Advisors Inc.387,647$9.80M0.4%+146.7%0.845%
10/28/2024US Bancorp DE13,745$348K0.0%-5.2%0.030%
10/24/2024Autumn Glory Partners LLC13,000$329K0.1%+62.5%0.028%
10/24/2024 Nisa Investment Advisors LLC4,200$106K0.0%N/A0.009%
10/23/2024Tectonic Advisors LLC328,834$8.32M0.5%+17.3%0.717%
10/23/2024 Hennion & Walsh Asset Management Inc.209,808$5.31M0.2%-10.0%0.458%
10/22/2024Private Advisor Group LLC12,273$310K0.0%-16.5%0.027%
10/21/2024Foundations Investment Advisors LLC81,129$2.05M0.0%+20.4%0.177%
10/18/2024Blue Trust Inc.7,147$186K0.0%+1,539.2%0.016%
10/17/2024 Redmont Wealth Advisors LLC68,658$1.74M2.7%-3.5%0.150%
10/16/2024Global Retirement Partners LLC36,529$924K0.0%-6.6%0.080%
10/16/2024Good Life Advisors LLC14,400$364K0.0%N/A0.031%
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10/16/2024HFG Advisors Inc.11,100$281K0.2%N/A0.024%
10/11/2024Creative Planning11,161$282K0.0%+4.2%0.024%
10/10/2024Sound Income Strategies LLC562,079$14.22M0.9%+1.2%1.226%
10/9/2024 Sanders Morris Harris LLC636,164$16.09M2.7%-0.8%1.387%
9/16/2024Cubist Systematic Strategies LLC18,461$482K0.0%-51.0%0.040%
8/19/2024B. Riley Wealth Advisors Inc.48,983$1.28M0.0%-11.3%0.107%
8/16/2024Northwestern Mutual Wealth Management Co.4,000$104K0.0%N/A0.009%
8/16/2024Creative Planning10,709$279K0.0%+4.5%0.023%
8/16/2024Waterfall Asset Management LLC38,128$995K0.5%N/A0.083%
8/14/2024Cubist Systematic Strategies LLC18,461$482K0.0%-51.0%0.040%
8/14/2024Marshall Wace LLP74,253$1.94M0.0%N/A0.162%
8/14/2024EverSource Wealth Advisors LLC2,250$58K0.0%N/A0.005%
8/14/2024Waterfall Asset Management LLC38,128$995K0.7%N/A0.083%
8/13/2024Benjamin F. Edwards & Company Inc.69,218$1.81M0.0%+1.8%0.151%
8/12/2024SMH Capital Advisors Inc.16,143$421K1.3%-6.9%0.035%
8/12/2024Argent Trust Co72,481$1.89M0.1%-8.4%0.158%
8/9/2024Total Clarity Wealth Management Inc.83,335$2.17M0.8%-14.2%0.182%
8/8/2024Pinkerton Retirement Specialists LLC16,649$434K0.1%N/A0.036%
8/3/2024First Dallas Securities Inc.54,223$1.42M0.6%+1.5%0.118%
8/2/2024Larson Financial Group LLC1,000$26K0.0%-50.4%0.002%
8/2/2024Foundations Investment Advisors LLC67,403$1.76M0.0%+3.0%0.147%
8/2/2024Cozad Asset Management Inc.64,778$1.69M0.2%+3.9%0.141%
8/2/2024Legacy Capital Wealth Partners LLC68,019$1.78M0.5%N/A0.148%
8/2/2024Autumn Glory Partners LLC8,000$209K0.1%N/A0.017%
8/1/2024Mraz Amerine & Associates Inc.45,552$1.19M0.2%-3.2%0.099%
7/31/2024Van ECK Associates Corp1,059,217$27.64M0.0%+25.0%2.310%
7/31/2024Commonwealth Equity Services LLC68,298$1.78M0.0%-2.7%0.149%
7/31/2024Concurrent Investment Advisors LLC17,377$453K0.0%+98.7%0.038%
7/30/2024Moloney Securities Asset Management LLC9,515$248K0.0%N/A0.021%
7/26/2024Dearborn Partners LLC18,224$475K0.0%+10.6%0.040%
7/23/2024All Season Financial Advisors Inc.21,442$559K0.5%-5.9%0.047%
7/20/2024 Hennion & Walsh Asset Management Inc.233,219$6.09M0.3%-2.6%0.509%
7/19/2024Raymond James & Associates64,874$1.69M0.0%-22.5%0.141%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.98,762$2.58M0.0%+4.3%0.215%
7/16/2024Cornerstone Wealth Management LLC37,755$985K0.1%+3.2%0.082%
7/16/2024Walter & Keenan Wealth Management LLC IN ADV8,000$209K0.1%N/A0.017%
7/12/2024Sound Income Strategies LLC555,387$14.49M0.9%+1.0%1.211%
7/12/2024 Sanders Morris Harris LLC641,469$16.74M2.7%-0.4%1.399%
7/11/2024 Lbmc Investment Advisors LLC18,250$476K0.0%N/A0.040%
7/10/2024 Redmont Wealth Advisors LLC71,184$1.86M2.9%-9.3%0.155%
7/9/2024 Harbor Capital Advisors Inc.157,134$4.10M0.3%+273.4%0.343%
7/1/2024 Confluence Investment Management LLC97,212$2.54M0.0%+1.5%0.212%
5/24/2024Cetera Advisors LLC28,793$719K0.0%+127.7%0.064%
5/16/2024B. Riley Wealth Advisors Inc.55,254$1.27M0.0%+1.7%0.129%
5/14/2024Advisors Asset Management Inc.171,087$4.27M0.1%+4.8%0.398%
5/14/2024EntryPoint Capital LLC1,112$28K0.0%N/A0.003%
5/14/2024CANADA LIFE ASSURANCE Co27,606$689K0.0%-23.9%0.064%
5/9/2024Dearborn Partners LLC16,483$411K0.0%N/A0.038%
5/8/2024Cozad Asset Management Inc.62,370$1.56M0.2%N/A0.145%
5/8/2024Avantax Advisory Services Inc.11,061$276K0.0%+16.8%0.026%
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5/8/2024Inspire Advisors LLC8,031$200K0.0%-6.2%0.019%
5/7/2024Concurrent Investment Advisors LLC8,746$218K0.0%N/A0.020%
5/7/2024Tectonic Advisors LLC256,698$6.41M0.5%+6.1%0.597%
5/7/2024Oppenheimer & Co. Inc.39,899$996K0.0%-1.9%0.093%
5/7/2024 SG Americas Securities LLC14,079$351K0.0%N/A0.033%
5/6/2024Quantbot Technologies LP17,090$427K0.0%-35.1%0.040%
5/3/2024Larson Financial Group LLC2,017$50K0.0%+101.7%0.005%
5/2/2024Mckinley Capital Management LLC120,451$3.01M0.4%-1.7%0.280%
4/30/2024Van ECK Associates Corp847,225$21.15M0.0%+15.8%1.971%
4/29/2024Commonwealth Equity Services LLC70,201$1.75M0.0%+55.2%0.163%
(Data available from 1/1/2016 forward)

CSWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSWC shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Van ECK Associates Corp ($29.48M), Punch & Associates Investment Management Inc. ($17.72M), Sanders Morris Harris LLC ($17.58M), Two Sigma Advisers LP ($16.71M), Sound Income Strategies LLC ($14.22M), Zuckerman Investment Group LLC ($11.69M), and Invesco Ltd. ($10.06M).Learn more on CSWC's institutional investors.

What percentage of Capital Southwest stock is owned by institutional investors?

23.42% of Capital Southwest stock is owned by institutional investors. Learn more on CSWC's institutional investor holdings.

Which institutional investors have been buying Capital Southwest stock?

Of the 98 institutional investors that purchased Capital Southwest stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanders Morris Harris LLC ($827.80K), Van ECK Associates Corp ($788.39K), Melia Wealth LLC ($682.34K), Beacon Pointe Advisors LLC ($362.98K), Harbor Capital Advisors Inc. ($356.80K), Legacy Capital Wealth Partners LLC ($156.23K), and Tectonic Advisors LLC ($155.43K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 5,848,660 shares in the last 24 months. This purchase volume represents approximately $135.37M in transactions.

Which Capital Southwest major shareholders have been selling company stock?

Of the 42 institutional investors that sold Capital Southwest stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Melia Wealth LLC ($310.26K), Raymond James & Associates ($99.45K), Sanders Morris Harris LLC ($92.85K), Two Sigma Advisers LP ($87.70K), Punch & Associates Investment Management Inc. ($73.15K), Hennion & Walsh Asset Management Inc. ($67.87K), and Invesco Ltd. ($55.73K).

How much institutional selling is happening at Capital Southwest?

Institutional investors have sold a total of 1,051,179 shares in the last 24 months. This volume of shares sold represents approximately $24.79M in transactions.


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This page (NASDAQ:CSWC) was last updated on 1/21/2025 by MarketBeat.com Staff
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