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Capital Southwest (CSWC) Institutional Ownership

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$20.39 +0.01 (+0.05%)
As of 09:54 AM 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)
89
Total
Institutional Inflows
(last 12 months)
$132.49M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$22.20M
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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
4/29/2025 Generali Investments CEE investicni spolecnost a.s.12,628$282K0.0%N/A0.025%
4/28/2025 Mutual Advisors LLC17,379$388K0.0%N/A0.034%
4/28/2025 Redmont Wealth Advisors LLC53,623$1.20M2.3%-19.9%0.106%
4/25/2025 Naviter Wealth LLC81,753$1.88M0.2%-2.1%0.162%
4/25/2025 Sumitomo Mitsui Trust Group Inc.134,178$3.00M0.0%+30.4%0.265%
4/24/2025 Sunbelt Securities Inc.39,229$876K0.1%+5.4%0.078%
4/24/2025 Mirae Asset Global Investments Co. Ltd.14,000$313K0.0%+28.7%0.028%
4/22/2025 Cambridge Investment Research Advisors Inc.32,481$725K0.0%-2.5%0.064%
4/22/2025 Garde Capital Inc.2,401$54K0.0%N/A0.005%
4/22/2025 PFG Investments LLC9,264$207K0.0%N/A0.018%
4/21/2025 Autumn Glory Partners LLC26,000$580K0.3%+30.0%0.051%
4/18/2025 Cornerstone Wealth Management LLC42,319$945K0.1%+8.1%0.084%
4/17/2025 Grimes & Company Inc.18,599$415K0.0%N/A0.037%
4/17/2025 Janney Montgomery Scott LLC11,603$259K0.0%N/A0.023%
4/17/2025 Sound Income Strategies LLC616,016$13.75M0.8%+6.5%1.218%
4/14/2025 Harbor Capital Advisors Inc.403,826$9.01M0.4%+1.2%0.798%
4/11/2025 Epiq Partners LLC255,400$5.70M3.0%N/A0.505%
4/10/2025 Hennion & Walsh Asset Management Inc.129,273$2.89M0.1%-28.0%0.256%
4/9/2025 Sanders Morris Harris LLC1,433,064$31.99M4.9%+75.9%2.833%
4/1/2025 Confluence Investment Management LLC101,522$2.27M0.0%+1.3%0.201%
2/25/2025B. Riley Wealth Advisors Inc.50,626$1.11M0.0%+8.4%0.100%
2/24/2025Ameriflex Group Inc.1,462$33K0.0%N/A0.003%
2/18/2025 Sunbelt Securities Inc.37,215$811K0.1%+52.4%0.074%
2/17/2025Vident Advisory LLC10,421$227K0.0%-28.5%0.021%
2/17/2025Sovereign s Capital Management LLC67,575$1.47M0.9%N/A0.134%
2/17/2025Two Sigma Advisers LP774,600$16.90M0.0%+17.3%1.531%
2/17/2025Two Sigma Investments LP673,778$14.70M0.0%+42.2%1.332%
2/17/2025Focus Partners Wealth9,464$207K0.0%+6.6%0.019%
2/17/2025First Manhattan CO. LLC.301,950$6.59M0.0%-1.6%0.597%
2/17/2025D. E. Shaw & Co. Inc.101,638$2.22M0.0%N/A0.201%
2/17/2025Cetera Investment Advisers53,524$1.17M0.0%+56.5%0.106%
2/17/2025Balyasny Asset Management L.P.1,001,199$21.85M0.0%N/A1.979%
2/17/2025Bank of America Corp DE17,710$386K0.0%+135.3%0.035%
2/17/2025Benjamin Edwards Inc.82,375$1.80M0.0%+2.7%0.163%
2/17/2025Ameriprise Financial Inc.91,237$1.99M0.0%+8.0%0.180%
2/14/2025Jane Street Group LLC21,748$475K0.0%N/A0.043%
2/14/2025Schonfeld Strategic Advisors LLC103,043$2.25M0.0%N/A0.204%
2/14/2025Lido Advisors LLC9,244$202K0.0%-36.0%0.018%
2/14/2025Northern Trust Corp29,382$641K0.0%+20.8%0.058%
2/14/2025Beacon Pointe Advisors LLC490,291$10.70M0.1%+1,481.6%0.969%
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2/14/2025Quarry LP2,126$46K0.0%+52.5%0.004%
2/14/2025Aquatic Capital Management LLC58,864$1.28M0.0%+488.6%0.116%
2/14/2025Virtus ETF Advisers LLC35,931$784K0.3%+36.3%0.071%
2/14/2025Capital Analysts LLC2,550$56K0.0%+35.6%0.005%
2/14/2025MML Investors Services LLC119,721$2.61M0.0%+16.5%0.237%
2/13/2025CANADA LIFE ASSURANCE Co34,994$763K0.0%-7.0%0.069%
2/13/2025Marshall Wace LLP102,485$2.24M0.0%+41.6%0.203%
2/13/2025NewEdge Advisors LLC19,129$417K0.0%N/A0.038%
2/13/2025Guggenheim Capital LLC23,612$515K0.0%+5.6%0.047%
2/13/2025Mariner LLC14,914$325K0.0%-3.7%0.029%
2/13/2025Barclays PLC77,436$1.69M0.0%+1.8%0.153%
2/13/2025Melia Wealth LLC401,581$8.76M4.6%+3.3%0.794%
2/13/2025Argent Trust Co77,998$1.70M0.1%-7.5%0.154%
2/13/2025Zuckerman Investment Group LLC672,468$14.98M1.5%+4.8%1.330%
2/13/2025Raymond James Financial Inc.194,755$4.25M0.0%N/A0.385%
2/13/2025Legal & General Group Plc310,285$6.77M0.0%-6.7%0.613%
2/13/2025Invesco Ltd.31,493$687K0.0%-92.1%0.062%
2/13/2025Moerus Capital Management LLC73,983$1.61M0.6%-9.9%0.146%
2/12/2025Franklin Resources Inc.207,330$4.52M0.0%+34.6%0.410%
2/12/2025Brown Brothers Harriman & Co.2,683$59K0.0%N/A0.005%
2/12/2025Nomura Asset Management Co. Ltd.2,217$48K0.0%+243.2%0.004%
2/12/2025JPMorgan Chase & Co.39,259$857K0.0%+934.8%0.078%
2/11/2025LPL Financial LLC169,054$3.69M0.0%-11.9%0.334%
2/11/2025Samalin Investment Counsel LLC22,704$495K0.2%+10.9%0.045%
2/11/2025Quantbot Technologies LP36,631$799K0.0%+190.1%0.072%
2/10/2025Advisors Asset Management Inc.149,543$3.26M0.1%-18.1%0.296%
2/10/2025Cozad Asset Management Inc.41,834$913K0.1%-31.3%0.083%
2/10/2025Signaturefd LLC1,785$39K0.0%-34.6%0.004%
2/10/2025Corient Private Wealth LLC16,581$362K0.0%+49.6%0.033%
2/10/2025Commonwealth Equity Services LLC71,112$1.55M0.0%-4.9%0.141%
2/10/2025Avantax Advisory Services Inc.16,120$352K0.0%-2.8%0.032%
2/7/2025HighTower Advisors LLC9,315$203K0.0%-20.9%0.020%
2/7/2025Dearborn Partners LLC18,955$414K0.0%-3.7%0.040%
2/7/2025 Naviter Wealth LLC83,531$1.82M0.2%N/A0.175%
2/7/2025 Rialto Wealth Management LLC4,809$105K0.0%N/A0.010%
2/7/2025PNC Financial Services Group Inc.1,566$34K0.0%-84.0%0.003%
2/6/2025Raymond James Financial Inc.194,755$4.25M0.0%N/A0.408%
2/6/2025Promus Capital LLC1,384$30K0.0%N/A0.003%
2/6/2025Bard Associates Inc.17,256$377K0.1%-5.1%0.036%
2/5/2025Muzinich & Co. Inc.110,422$2.41M1.5%+4.1%0.232%
2/5/2025 Oppenheimer & Co. Inc.14,955$326K0.0%N/A0.031%
2/4/2025Denali Advisors LLC104,496$2.28M0.2%-16.2%0.219%
2/4/2025Y Intercept Hong Kong Ltd13,559$296K0.0%N/A0.028%
2/4/2025 Union Bancaire Privee UBP SA13,655$298K0.0%N/A0.029%
2/3/2025 Concurrent Investment Advisors LLC13,842$302K0.0%-12.6%0.029%
1/31/2025Global Retirement Partners LLC25,581$558K0.0%-30.0%0.054%
1/31/2025Mraz Amerine & Associates Inc.43,521$950K0.2%-3.8%0.091%
1/30/2025Legacy Capital Wealth Partners LLC62,302$1.36M0.3%-4.4%0.131%
1/30/2025 Blue Trust Inc.2,674$58K0.0%-62.6%0.006%
1/30/2025 Autumn Glory Partners LLC20,000$436K0.2%+53.8%0.042%
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1/29/2025Van ECK Associates Corp1,190,204$25.97M0.0%+3.3%2.496%
1/27/2025Tectonic Advisors LLC398,008$8.69M0.6%+21.0%0.835%
1/27/2025 Mirae Asset Global Investments Co. Ltd.10,882$237K0.0%-14.2%0.023%
1/24/2025First Dallas Securities Inc.67,108$1.46M0.6%+18.8%0.141%
1/24/2025Hodges Capital Management Inc.91,753$2.00M0.1%+17.2%0.192%
1/24/2025 Catalina Capital Group LLC13,240$289K0.1%N/A0.028%
1/24/2025 Total Clarity Wealth Management Inc.56,305$1.23M0.4%-31.3%0.118%
1/22/2025Foundations Investment Advisors LLC101,234$2.21M0.0%+24.8%0.212%
1/22/2025 Union Bancaire Privee UBP SA13,655$298K0.0%N/A0.029%
1/22/2025 Blue Trust Inc.9,741$213K0.0%+36.3%0.020%
(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, 142 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Sanders Morris Harris LLC ($31.99M), Van ECK Associates Corp ($25.97M), Balyasny Asset Management L.P. ($21.85M), Punch & Associates Investment Management Inc. ($17.72M), Two Sigma Advisers LP ($16.90M), Zuckerman Investment Group LLC ($14.98M), and Two Sigma Investments LP ($14.70M).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 123 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 ($1.44M), Balyasny Asset Management L.P. ($1.00M), Beacon Pointe Advisors LLC ($822.27K), Van ECK Associates Corp ($750.98K), Melia Wealth LLC ($695.17K), Raymond James Financial Inc. ($389.51K), and Harbor Capital Advisors Inc. ($361.74K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 9,500,775 shares in the last 24 months. This purchase volume represents approximately $218.03M in transactions.

Which Capital Southwest major shareholders have been selling company stock?

Of the 56 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: Invesco Ltd. ($423.58K), Melia Wealth LLC ($310.26K), Hennion & Walsh Asset Management Inc. ($118.03K), Sanders Morris Harris LLC ($92.85K), Two Sigma Advisers LP ($87.70K), Punch & Associates Investment Management Inc. ($73.15K), and Quadrature Capital Ltd ($46.79K).

How much institutional selling is happening at Capital Southwest?

Institutional investors have sold a total of 1,594,799 shares in the last 24 months. This volume of shares sold represents approximately $37.13M in transactions.


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This page (NASDAQ:CSWC) was last updated on 5/1/2025 by MarketBeat.com Staff
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