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Capital Southwest (CSWC) Institutional Ownership

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(As of 05/17/2024 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)
66
Total
Institutional Inflows
(last 12 months)
$84.28M
Number of
Institutional Sellers
(last 12 months)
24
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
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%
5/8/2024 Inspire 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%
5/3/2024 Larson Financial Group LLC2,017$50K0.0%+101.7%0.005%
5/2/2024 Mckinley 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%
4/29/2024 Benjamin F. Edwards & Company Inc.67,965$1.70M0.0%N/A0.158%
4/23/2024 Raymond 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%
4/17/2024 Hennion & Walsh Asset Management Inc.239,376$5.98M0.3%-3.2%0.557%
4/16/2024 First Dallas Securities Inc.53,448$1.33M0.6%+7.3%0.124%
4/16/2024 Hodges Capital Management Inc.72,376$1.81M0.1%+7.1%0.168%
4/15/2024 Sunbelt Securities Inc.24,389$609K0.1%+25.5%0.057%
4/15/2024 Sound Income Strategies LLC549,655$13.72M1.0%+3.3%1.279%
4/11/2024 Sanders Morris Harris LLC644,206$16.08M3.1%N/A1.499%
4/10/2024 Melia Wealth LLC372,073$9.29M5.2%-45.5%0.866%
4/1/2024 Confluence Investment Management LLC95,774$2.39M0.0%N/A0.223%
3/25/2024 Quadrature Capital Ltd57,646$1.37M0.0%+71.7%0.134%
3/15/2024 B. Riley Wealth Advisors Inc.54,331$1.29M0.0%-1.7%0.126%
2/26/2024Virtu Financial LLC12,547$297K0.0%N/A0.029%
2/14/2024 Muzinich & Co. Inc.74,979$1.78M1.2%+130.2%0.174%
2/14/2024 Quadrature Capital Ltd57,646$1.37M0.0%+71.7%0.134%
2/13/2024 Tower Research Capital LLC TRC1,093$26K0.0%-42.0%0.003%
2/12/2024Cape Investment Advisory Inc.1,328$31K0.0%N/A0.003%
2/9/2024 Corient Private Wealth LLC24,979$592K0.0%+7.2%0.058%
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2/8/2024 Beacon Pointe Advisors LLC405,411$9.61M0.1%+855.5%0.943%
2/8/2024 Foundations Investment Advisors LLC54,558$1.33M0.0%N/A0.127%
2/7/2024 Avantax Advisory Services Inc.9,470$224K0.0%N/A0.022%
2/7/2024 USA Financial Formulas1,991$47K0.0%N/A0.005%
2/7/2024 Jump Financial LLC49,700$1.18M0.0%N/A0.116%
2/6/2024 Apollon Wealth Management LLC20,429$484K0.0%+5.9%0.048%
2/6/2024 Private Advisor Group LLC9,870$234K0.0%N/A0.023%
2/5/2024 Van ECK Associates Corp731,498$17.34M0.0%+10.6%1.702%
2/5/2024 Legacy Capital Wealth Partners LLC68,284$1.62M0.5%-7.7%0.159%
2/5/2024 Precision Wealth Strategies LLC8,615$204K0.2%N/A0.020%
2/2/2024 Atria Wealth Solutions Inc.13,670$324K0.0%-9.5%0.032%
2/1/2024 Signaturefd LLC2,563$61K0.0%+121.1%0.006%
1/31/2024 Redmont Wealth Advisors LLC79,925$1.89M2.8%+5.8%0.200%
1/31/2024 Mraz Amerine & Associates Inc.49,930$1.18M0.2%-1.6%0.125%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.71,786$1.70M0.0%+120.4%0.180%
1/29/2024 Morton Brown Family Wealth LLC1,439$34K0.0%N/A0.004%
1/24/2024 All Season Financial Advisors Inc.28,747$681K0.6%-2.2%0.072%
1/24/2024 Total Clarity Wealth Management Inc.94,060$2.23M0.9%N/A0.235%
1/18/2024 Global Retirement Partners LLC1,041$26K0.0%N/A0.003%
1/18/2024 Good Life Advisors LLC11,283$267K0.0%-9.1%0.028%
1/17/2024 Tectonic Advisors LLC241,935$5.73M0.5%+5.4%0.606%
1/16/2024 Raymond James Financial Services Advisors Inc.115,094$2.73M0.0%+11.0%0.288%
1/16/2024 Raymond James & Associates103,744$2.46M0.0%+15.2%0.260%
1/12/2024 Mutual Advisors LLC8,471$201K0.0%N/A0.021%
1/11/2024 Raymond James Trust N.A.17,324$411K0.0%+9.9%0.043%
1/11/2024 Melia Wealth LLC682,337$16.17M8.5%N/A1.708%
1/10/2024 Cornerstone Wealth Management LLC33,426$792K0.1%+5.5%0.084%
1/10/2024 Sound Income Strategies LLC532,307$12.62M1.1%+1.5%1.332%
12/1/2023 B. Riley Wealth Advisors Inc.55,254$1.27M0.0%-22.0%0.138%
11/15/2023 Advisors Asset Management Inc.195,122$4.47M0.1%+7.4%0.488%
11/14/2023 Quadrature Capital Ltd33,571$769K0.0%-58.2%0.084%
11/14/2023 Hodges Capital Management Inc.63,404$1.45M0.2%N/A0.159%
11/14/2023 Samalin Investment Counsel LLC10,848$248K0.1%N/A0.027%
11/14/2023 Mckinley Capital Management LLC122,462$2.80M0.4%-3.0%0.307%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.44,171$1.01M0.0%+256.9%0.111%
11/13/2023 Muzinich & Co. Inc.32,567$746K0.5%+52.3%0.082%
11/13/2023 Invesco Ltd.439,385$10.06M0.0%-11.3%1.100%
11/13/2023 WINTON GROUP Ltd16,990$389K0.0%N/A0.043%
11/13/2023 Kestra Advisory Services LLC39,660$908K0.0%+12.3%0.099%
11/8/2023 HighTower Advisors LLC13,023$298K0.0%N/A0.033%
11/8/2023 Van ECK Associates Corp661,405$15.15M0.0%+11.7%1.656%
11/8/2023 Atria Wealth Solutions Inc.15,104$346K0.0%-11.7%0.038%
11/8/2023 SMH Capital Advisors Inc.17,023$390K0.9%+3.6%0.043%
11/8/2023 Oppenheimer & Co. Inc.31,588$723K0.0%+84.7%0.079%
11/7/2023 Virtus ETF Advisers LLC27,757$636K0.4%+51.7%0.069%
11/7/2023 Quantbot Technologies LP22,655$519K0.0%+38.5%0.057%
11/7/2023 Cornerstone Wealth Management LLC31,693$726K0.1%+9.1%0.079%
10/31/2023Golden Green Inc.122,481$2.81M2.9%+1.1%0.307%
10/31/2023 GraniteShares Advisors LLC85,178$1.95M1.8%+4.0%0.213%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.32,567$746K0.0%+52.3%0.082%
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10/27/2023 Hennion & Walsh Asset Management Inc.184,698$4.23M0.3%+16.3%0.462%
10/26/2023 Punch & Associates Investment Management Inc.773,561$17.72M1.1%-8.6%1.936%
10/25/2023 Grace & White Inc. NY176,597$4.04M0.8%-0.5%0.442%
10/25/2023 Redmont Wealth Advisors LLC75,512$1.73M3.0%+66.1%0.189%
10/24/2023 Raymond James Financial Services Advisors Inc.103,735$2.38M0.0%+68.0%0.260%
10/24/2023 Raymond James & Associates90,077$2.06M0.0%-3.1%0.225%
10/24/2023 Tectonic Advisors LLC229,438$5.25M0.5%+4.5%0.574%
10/24/2023 Cambridge Investment Research Advisors Inc.33,446$766K0.0%+23.5%0.084%
10/23/2023 All Season Financial Advisors Inc.29,402$673K0.7%+5.3%0.074%
10/23/2023Commonwealth Equity Services LLC52,307$1.20M0.0%+16.8%0.131%
(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, 96 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Van ECK Associates Corp ($21.15M), Punch & Associates Investment Management Inc. ($17.72M), Sanders Morris Harris LLC ($16.08M), Sound Income Strategies LLC ($13.72M), Zuckerman Investment Group LLC ($11.69M), Invesco Ltd. ($10.06M), and Beacon Pointe Advisors LLC ($9.61M).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 87 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: Melia Wealth LLC ($682.34K), Sanders Morris Harris LLC ($652.06K), Van ECK Associates Corp ($483.46K), Beacon Pointe Advisors LLC ($362.98K), Sound Income Strategies LLC ($175.85K), Tectonic Advisors LLC ($155.35K), and Raymond James & Associates ($148.37K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 4,819,986 shares in the last 24 months. This purchase volume represents approximately $106.08M in transactions.

Which Capital Southwest major shareholders have been selling company stock?

Of the 36 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), Van ECK Associates Corp ($229.20K), Sanders Morris Harris LLC ($107.23K), Raymond James & Associates ($81.30K), Punch & Associates Investment Management Inc. ($73.15K), Marshall Wace LLP ($59.87K), and Invesco Ltd. ($55.73K).

How much institutional selling is happening at Capital Southwest?

Institutional investors have sold a total of 1,128,686 shares in the last 24 months. This volume of shares sold represents approximately $24.06M in transactions.


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This page (NASDAQ:CSWC) was last updated on 5/19/2024 by MarketBeat.com Staff

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