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Capital Southwest (CSWC) Institutional Ownership

Capital Southwest logo
$21.05 +0.20 (+0.96%)
(As of 12/20/2024 05:40 PM ET)
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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)
68
Total
Institutional Inflows
(last 12 months)
$98.70M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$15.47M
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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
12/13/2024 B. Riley Wealth Advisors Inc.46,685$1.18M0.0%-4.7%0.098%
11/27/2024 Franklin Resources Inc.154,038$3.89M0.0%+24.6%0.323%
11/18/2024 First Dallas Securities Inc.56,512$1.43M0.6%+4.2%0.118%
11/15/2024 Barclays PLC76,083$1.92M0.0%+1.7%0.160%
11/15/2024 MML Investors Services LLC102,730$2.60M0.0%+124.2%0.215%
11/15/2024 Hodges Capital Management Inc.78,305$1.98M0.1%+7.8%0.164%
11/15/2024 Two Sigma Advisers LP660,600$16.71M0.0%-11.7%1.385%
11/15/2024 Quarry LP1,394$35K0.0%N/A0.003%
11/15/2024 HighTower Advisors LLC11,776$297K0.0%-3.7%0.025%
11/15/2024 Benjamin Edwards Inc.80,201$2.03M0.0%+970.6%0.168%
11/13/2024 Quantbot Technologies LP12,625$319K0.0%-59.1%0.026%
11/8/2024 Advisors Asset Management Inc.182,606$4.62M0.1%+7.3%0.383%
11/6/2024 Muzinich & Co. Inc.106,072$2.68M1.9%+4.0%0.222%
11/6/2024 Dearborn Partners LLC19,681$498K0.0%+8.0%0.041%
11/5/2024 Sumitomo Mitsui Trust Group Inc.102,879$2.60M0.0%+4.2%0.216%
11/4/2024 Legacy Capital Wealth Partners LLC65,164$1.65M0.3%-4.2%0.137%
11/1/2024 Hollencrest Capital Management6,527$165K0.0%+8.6%0.014%
10/31/2024 Confluence Investment Management LLC98,463$2.49M0.0%+1.3%0.210%
10/31/2024 Cozad Asset Management Inc.60,872$1.54M0.1%-6.0%0.133%
10/31/2024 Concurrent Investment Advisors LLC15,832$400K0.0%-8.9%0.035%
10/29/2024 Van 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%
10/28/2024 US Bancorp DE13,745$348K0.0%-5.2%0.030%
10/24/2024 Autumn Glory Partners LLC13,000$329K0.1%+62.5%0.028%
10/24/2024 Nisa Investment Advisors LLC4,200$106K0.0%N/A0.009%
10/23/2024 Tectonic 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%
10/22/2024 Private Advisor Group LLC12,273$310K0.0%-16.5%0.027%
10/21/2024 Foundations 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%
10/16/2024 Global Retirement Partners LLC36,529$924K0.0%-6.6%0.080%
10/16/2024 Good Life Advisors LLC14,400$364K0.0%N/A0.031%
10/16/2024 HFG Advisors Inc.11,100$281K0.2%N/A0.024%
10/11/2024 Creative Planning11,161$282K0.0%+4.2%0.024%
10/10/2024 Sound 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%
9/16/2024 Cubist Systematic Strategies LLC18,461$482K0.0%-51.0%0.040%
8/19/2024 B. Riley Wealth Advisors Inc.48,983$1.28M0.0%-11.3%0.107%
8/16/2024 Northwestern Mutual Wealth Management Co.4,000$104K0.0%N/A0.009%
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8/16/2024 Creative Planning10,709$279K0.0%+4.5%0.023%
8/16/2024 Waterfall Asset Management LLC38,128$995K0.5%N/A0.083%
8/14/2024 Cubist Systematic Strategies LLC18,461$482K0.0%-51.0%0.040%
8/14/2024 Marshall Wace LLP74,253$1.94M0.0%N/A0.162%
8/14/2024 EverSource Wealth Advisors LLC2,250$58K0.0%N/A0.005%
8/14/2024 Waterfall 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%
8/12/2024 SMH Capital Advisors Inc.16,143$421K1.3%-6.9%0.035%
8/12/2024 Argent Trust Co72,481$1.89M0.1%-8.4%0.158%
8/9/2024 Total Clarity Wealth Management Inc.83,335$2.17M0.8%-14.2%0.182%
8/8/2024 Pinkerton Retirement Specialists LLC16,649$434K0.1%N/A0.036%
8/3/2024 First 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%
8/2/2024 Foundations Investment Advisors LLC67,403$1.76M0.0%+3.0%0.147%
8/2/2024 Cozad Asset Management Inc.64,778$1.69M0.2%+3.9%0.141%
8/2/2024 Legacy Capital Wealth Partners LLC68,019$1.78M0.5%N/A0.148%
8/2/2024 Autumn Glory Partners LLC8,000$209K0.1%N/A0.017%
8/1/2024 Mraz Amerine & Associates Inc.45,552$1.19M0.2%-3.2%0.099%
7/31/2024 Van 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%
7/31/2024 Concurrent Investment Advisors LLC17,377$453K0.0%+98.7%0.038%
7/30/2024 Moloney Securities Asset Management LLC9,515$248K0.0%N/A0.021%
7/26/2024 Dearborn Partners LLC18,224$475K0.0%+10.6%0.040%
7/23/2024 All 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%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.98,762$2.58M0.0%+4.3%0.215%
7/16/2024 Cornerstone Wealth Management LLC37,755$985K0.1%+3.2%0.082%
7/16/2024 Walter & Keenan Wealth Management LLC IN ADV8,000$209K0.1%N/A0.017%
7/12/2024 Sound 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%
5/16/2024 B. Riley Wealth Advisors Inc.55,254$1.27M0.0%+1.7%0.129%
5/14/2024 Advisors Asset Management Inc.171,087$4.27M0.1%+4.8%0.398%
5/14/2024 EntryPoint Capital LLC1,112$28K0.0%N/A0.003%
5/14/2024 CANADA LIFE ASSURANCE Co27,606$689K0.0%-23.9%0.064%
5/9/2024 Dearborn Partners LLC16,483$411K0.0%N/A0.038%
5/8/2024 Cozad Asset Management Inc.62,370$1.56M0.2%N/A0.145%
5/8/2024 Avantax Advisory Services Inc.11,061$276K0.0%+16.8%0.026%
5/8/2024Inspire Advisors LLC8,031$200K0.0%-6.2%0.019%
5/7/2024 Concurrent Investment Advisors LLC8,746$218K0.0%N/A0.020%
5/7/2024 Tectonic Advisors LLC256,698$6.41M0.5%+6.1%0.597%
5/7/2024 Oppenheimer & Co. Inc.39,899$996K0.0%-1.9%0.093%
5/7/2024 SG Americas Securities LLC14,079$351K0.0%N/A0.033%
5/6/2024 Quantbot Technologies LP17,090$427K0.0%-35.1%0.040%
5/3/2024Larson Financial Group LLC2,017$50K0.0%+101.7%0.005%
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5/2/2024Mckinley Capital Management LLC120,451$3.01M0.4%-1.7%0.280%
4/30/2024 Van 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%
4/29/2024 Benjamin Edwards Inc.7,753$194K0.0%N/A0.018%
4/29/2024Benjamin F. Edwards & Company Inc.67,965$1.70M0.0%N/A0.158%
4/23/2024Raymond James Financial Services Advisors Inc.117,920$2.94M0.0%+2.5%0.274%
4/22/2024 PFG Investments LLC8,078$202K0.0%N/A0.019%
4/19/2024 Cornerstone Wealth Management LLC36,600$914K0.1%+9.5%0.085%
4/19/2024 Redmont Wealth Advisors LLC78,460$1.96M2.7%-1.8%0.183%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.94,701$2.36M0.0%+31.9%0.220%
(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), Two Sigma Advisers LP ($16.71M), Sanders Morris Harris LLC ($16.09M), 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: Van ECK Associates Corp ($788.39K), Melia Wealth LLC ($682.34K), Sanders Morris Harris LLC ($651.16K), Beacon Pointe Advisors LLC ($362.98K), Harbor Capital Advisors Inc. ($345.56K), Sound Income Strategies LLC ($161.43K), and Legacy Capital Wealth Partners LLC ($156.23K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 5,755,428 shares in the last 24 months. This purchase volume represents approximately $132.88M in transactions.

Which Capital Southwest major shareholders have been selling company stock?

Of the 41 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), Invesco Ltd. ($55.73K), and Quadrature Capital Ltd ($46.79K).

How much institutional selling is happening at Capital Southwest?

Institutional investors have sold a total of 1,021,714 shares in the last 24 months. This volume of shares sold represents approximately $24.12M in transactions.


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This page (NASDAQ:CSWC) was last updated on 12/21/2024 by MarketBeat.com Staff
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