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Capital Southwest (CSWC) Institutional Ownership

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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)
61
Total
Institutional Inflows
(last 12 months)
$80.93M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$14.93M
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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
4/23/2024 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%
3/25/2024Quadrature Capital Ltd57,646$1.37M0.0%+71.7%0.134%
3/15/2024B. Riley Wealth Advisors Inc.54,331$1.29M0.0%-1.7%0.126%
2/26/2024Virtu Financial LLC12,547$297K0.0%N/A0.029%
2/14/2024Muzinich & Co. Inc.74,979$1.78M1.2%+130.2%0.174%
2/14/2024Quadrature Capital Ltd57,646$1.37M0.0%+71.7%0.134%
2/13/2024Tower Research Capital LLC TRC 1,093$26K0.0%-42.0%0.003%
2/12/2024Cape Investment Advisory Inc.1,328$31K0.0%N/A0.003%
2/9/2024Corient Private Wealth LLC24,979$592K0.0%+7.2%0.058%
2/8/2024Beacon Pointe Advisors LLC405,411$9.61M0.1%+855.5%0.943%
2/8/2024Foundations Investment Advisors LLC54,558$1.33M0.0%N/A0.127%
2/7/2024Avantax Advisory Services Inc.9,470$224K0.0%N/A0.022%
2/7/2024USA Financial Formulas1,991$47K0.0%N/A0.005%
2/7/2024Jump Financial LLC49,700$1.18M0.0%N/A0.116%
2/6/2024Apollon Wealth Management LLC20,429$484K0.0%+5.9%0.048%
2/6/2024Private Advisor Group LLC9,870$234K0.0%N/A0.023%
2/5/2024Van ECK Associates Corp731,498$17.34M0.0%+10.6%1.702%
2/5/2024Legacy Capital Wealth Partners LLC68,284$1.62M0.5%-7.7%0.159%
2/5/2024Precision Wealth Strategies LLC8,615$204K0.2%N/A0.020%
2/2/2024Atria Wealth Solutions Inc.13,670$324K0.0%-9.5%0.032%
2/1/2024Signaturefd LLC2,563$61K0.0%+121.1%0.006%
1/31/2024 Redmont Wealth Advisors LLC79,925$1.89M2.8%+5.8%0.200%
1/31/2024Mraz 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%
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1/18/2024Good Life Advisors LLC11,283$267K0.0%-9.1%0.028%
1/17/2024Tectonic 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%
1/12/2024Mutual 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%
12/1/2023B. Riley Wealth Advisors Inc.55,254$1.27M0.0%-22.0%0.138%
11/15/2023Advisors Asset Management Inc.195,122$4.47M0.1%+7.4%0.488%
11/14/2023Quadrature Capital Ltd33,571$769K0.0%-58.2%0.084%
11/14/2023 Hodges Capital Management Inc.63,404$1.45M0.2%N/A0.159%
11/14/2023Samalin Investment Counsel LLC10,848$248K0.1%N/A0.027%
11/14/2023Mckinley Capital Management LLC122,462$2.80M0.4%-3.0%0.307%
11/13/2023Connor Clark & Lunn Investment Management Ltd.44,171$1.01M0.0%+256.9%0.111%
11/13/2023Muzinich & Co. Inc.32,567$746K0.5%+52.3%0.082%
11/13/2023Invesco Ltd.439,385$10.06M0.0%-11.3%1.100%
11/13/2023WINTON GROUP Ltd16,990$389K0.0%N/A0.043%
11/13/2023Kestra Advisory Services LLC39,660$908K0.0%+12.3%0.099%
11/8/2023HighTower Advisors LLC13,023$298K0.0%N/A0.033%
11/8/2023Van ECK Associates Corp661,405$15.15M0.0%+11.7%1.656%
11/8/2023Atria Wealth Solutions Inc.15,104$346K0.0%-11.7%0.038%
11/8/2023SMH Capital Advisors Inc.17,023$390K0.9%+3.6%0.043%
11/8/2023Oppenheimer & Co. Inc.31,588$723K0.0%+84.7%0.079%
11/7/2023Virtus ETF Advisers LLC27,757$636K0.4%+51.7%0.069%
11/7/2023Quantbot 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%
10/27/2023 Hennion & Walsh Asset Management Inc.184,698$4.23M0.3%+16.3%0.462%
10/26/2023Punch & Associates Investment Management Inc.773,561$17.72M1.1%-8.6%1.936%
10/25/2023Grace & 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%
10/24/2023Tectonic 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%
10/18/2023Washington Trust Advisors Inc.5,000$114K0.0%+36.1%0.013%
10/16/2023Legacy Capital Wealth Partners LLC73,977$1.69M0.5%N/A0.185%
10/13/2023 Sanders Morris Harris LLC669,189$15.32M3.1%-4.4%1.675%
10/12/2023 Sound Income Strategies LLC524,394$12.01M1.1%+1.7%1.313%
10/5/2023 Sanders Morris Harris LLC669,189$15.32M5.2%-4.4%1.675%
8/11/2023Kestra Advisory Services LLC35,311$696K0.0%-5.4%0.088%
8/10/2023 GraniteShares Advisors LLC81,912$1.62M1.5%-1.1%0.215%
8/10/2023Cetera Investment Advisers37,721$744K0.0%+7.0%0.099%
8/9/2023Mckinley Capital Management LLC126,231$2.49M0.3%+9.8%0.331%
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8/8/2023SMH Capital Advisors Inc.16,431$324K0.7%-4.6%0.043%
8/4/2023Parallel Advisors LLC4,815$95K0.0%+98.0%0.013%
8/4/2023Apollon Wealth Management LLC18,979$374K0.0%N/A0.050%
8/3/2023Atria Wealth Solutions Inc.17,108$337K0.0%+11.6%0.045%
8/3/2023Van ECK Associates Corp592,140$11.68M0.0%+17.9%1.553%
8/3/2023Oppenheimer & Co. Inc.17,105$337K0.0%N/A0.045%
7/31/2023LPL Financial LLC118,290$2.33M0.0%+3.3%0.310%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.21,386$422K0.0%N/A0.056%
7/27/2023B. Riley Wealth Advisors Inc.70,843$1.40M0.0%+10.9%0.186%
7/25/2023 Raymond James Financial Services Advisors Inc.61,742$1.22M0.0%N/A0.162%
(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, 89 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($17.72M), Van ECK Associates Corp ($17.34M), 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 81 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 ($581.67K), Beacon Pointe Advisors LLC ($362.98K), Sound Income Strategies LLC ($175.85K), Tectonic Advisors LLC ($149.13K), and Raymond James & Associates ($148.37K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 4,892,515 shares in the last 24 months. This purchase volume represents approximately $107.38M in transactions.

Which Capital Southwest major shareholders have been selling company stock?

Of the 34 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 1,150,073 shares in the last 24 months. This volume of shares sold represents approximately $24.54M in transactions.


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This page (NASDAQ:CSWC) was last updated on 4/25/2024 by MarketBeat.com Staff

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