Capital Southwest Institutional Ownership (NASDAQ:CSWC)

$22.05

+0.14 (+0.64 %)

(As of 10/17/2019 03:33 AM ET)

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Today's Range

$21.91

Now: $22.05▼

$22.21

50-Day Range

$21.00

MA: $21.68▼

$22.19

52-Week Range

$17.22

Now: $22.05▼

$24.17

Volume38,553 shs

Average Volume75,145 shs

Market Capitalization$390.22 million

P/E Ratio15.53

Dividend Yield7.30%

Beta0.19

Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)

Institutional Ownership Percentage: 48.44%

Capital Southwest (NASDAQ CSWC) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/16/2019	Navellier & Associates Inc	170,323	$3.71M	0.6%	+5.5%	0.962%
10/15/2019	Confluence Investment Management LLC	116,836	$2.55M	0.0%	+1.0%	0.660%
10/10/2019	Dalton Greiner Hartman Maher & Co.	18,600	$0.41M	0.0%	N/A	0.105%
10/8/2019	Weather Gauge Advisory LLC	16,364	$0.36M	0.3%	-4.8%	0.092%
10/8/2019	Advantage Investment Management LLC	7,955	$0.17M	0.1%	+575.9%	0.045%
8/19/2019	Colony Group LLC	11,250	$0.24M	0.0%	N/A	0.064%
8/17/2019	Royal Bank of Canada	55,124	$1.16M	0.0%	+25.8%	0.311%
8/17/2019	UBS Group AG	305,705	$6.41M	0.0%	-1.2%	1.727%
8/16/2019	First Manhattan Co.	625,500	$13.10M	0.1%	-1.5%	3.534%
8/16/2019	Susquehanna International Group LLP	30,706	$0.64M	0.0%	+100.0%	0.173%
8/15/2019	Cambridge Investment Research Advisors Inc.	27,402	$0.57M	0.0%	-4.8%	0.155%
8/15/2019	Centaurus Financial Inc.	8,545	$0.18M	0.0%	+4,647.2%	0.048%
8/14/2019	Citadel Advisors LLC	35,220	$0.74M	0.0%	+150.5%	0.199%
8/14/2019	Moab Capital Partners LLC	911,685	$19.10M	6.2%	-6.7%	5.152%
8/14/2019	Marshall Wace LLP	12,087	$0.25M	0.0%	N/A	0.068%
8/14/2019	Morgan Stanley	43,895	$0.92M	0.0%	+24.7%	0.248%
8/14/2019	Zuckerman Investment Group LLC	1,289,739	$27.02M	6.0%	-8.6%	7.288%
8/13/2019	BlackRock Inc.	70,652	$1.48M	0.0%	-5.4%	0.399%
8/13/2019	Virtus ETF Advisers LLC	101,389	$2.12M	0.4%	N/A	0.573%
8/9/2019	Russell Investments Group Ltd.	60,977	$1.28M	0.0%	+74.1%	0.345%
8/7/2019	Connor Clark & Lunn Investment Management Ltd.	19,975	$0.42M	0.0%	+59.5%	0.113%
8/7/2019	Brasada Capital Management LP	89,030	$1.86M	0.5%	+19.1%	0.503%
8/7/2019	JPMorgan Chase & Co.	49,265	$1.04M	0.0%	+60.0%	0.278%
8/6/2019	Wells Fargo & Company MN	40,737	$0.85M	0.0%	+2.5%	0.230%
8/5/2019	National Asset Management Inc.	57,254	$1.20M	0.1%	-1.6%	0.324%
7/31/2019	Advisor Group Inc.	77,963	$1.63M	0.0%	-9.3%	0.441%
7/30/2019	Aperio Group LLC	9,918	$0.21M	0.0%	N/A	0.056%
7/30/2019	Advantage Investment Management LLC	1,177	$25K	0.0%	N/A	0.007%
6/30/2019	Creative Planning	18,675	$0.39M	0.0%	-9.1%	0.106%
6/30/2019	Navellier & Associates Inc	161,474	$3.38M	0.5%	+14.0%	0.913%
6/30/2019	Valeo Financial Advisors LLC	1,606	$34K	0.0%	N/A	0.009%
6/30/2019	Sanders Morris Harris LLC	890,070	$18.65M	4.8%	-2.4%	5.032%
5/14/2019	Punch & Associates Investment Management Inc.	1,496,177	$31.48M	2.7%	-5.8%	8.682%
5/13/2019	Zuckerman Investment Group LLC	1,411,103	$29.69M	7.0%	-0.4%	8.188%
5/9/2019	Advisor Group Inc.	86,003	$1.81M	0.0%	+2,108.0%	0.499%
5/8/2019	Connor Clark & Lunn Investment Management Ltd.	12,525	$0.26M	0.0%	N/A	0.073%
5/8/2019	National Asset Management Inc.	58,192	$1.23M	0.2%	-32.2%	0.338%
5/7/2019	Sumitomo Mitsui Asset Management Company LTD	42,578	$0.90M	0.0%	-5.7%	0.247%
5/6/2019	Raymond James & Associates	111,482	$2.35M	0.0%	-24.7%	0.647%
5/6/2019	Brasada Capital Management LP	74,737	$1.57M	0.5%	N/A	0.434%
5/3/2019	Cavalier Investments LLC	97,200	$2.05M	0.8%	+106.8%	0.564%
5/2/2019	River Road Asset Management LLC	598,863	$12.60M	0.3%	-22.4%	3.475%
4/24/2019	Steinberg Global Asset Management	11,370	$0.24M	0.0%	N/A	0.066%
4/22/2019	Grace & White Inc. NY	121,615	$2.56M	0.6%	-3.2%	0.706%
4/22/2019	Eagle Global Advisors LLC	12,110	$0.26M	0.0%	-7.8%	0.070%
4/19/2019	Sanders Morris Harris LLC	912,237	$19.19M	9.3%	+11.2%	5.294%
4/17/2019	Wedbush Securities Inc.	18,792	$0.40M	0.0%	+8.7%	0.109%
4/16/2019	Confluence Investment Management LLC	115,506	$2.43M	0.0%	+1.4%	0.670%
4/12/2019	First Manhattan Co.	634,902	$13.36M	0.1%	-1.7%	3.685%
2/26/2019	Princeton Global Asset Management LLC	2,400	$46K	0.0%	N/A	0.014%
2/15/2019	Moab Capital Partners LLC	1,055,653	$20.29M	4.7%	-12.8%	6.126%
2/15/2019	Millennium Management LLC	13,209	$0.25M	0.0%	+28.7%	0.077%
2/15/2019	Macquarie Group Ltd.	2,418	$46K	0.0%	+706.0%	0.014%
2/14/2019	Hilltop Holdings Inc.	63,100	$1.21M	0.3%	+13.7%	0.366%
2/14/2019	Two Sigma Investments LP	22,266	$0.43M	0.0%	N/A	0.129%
2/12/2019	Northern Trust Corp	54,572	$1.05M	0.0%	-23.7%	0.317%
2/11/2019	Advisor Group Inc.	3,895	$75K	0.0%	-67.6%	0.023%
2/11/2019	Raymond James & Associates	147,972	$2.84M	0.0%	-0.9%	0.859%
2/8/2019	California Public Employees Retirement System	18,200	$0.35M	0.0%	N/A	0.106%
2/6/2019	River Road Asset Management LLC	771,487	$14.83M	0.4%	-8.2%	4.528%
2/1/2019	Creative Planning	20,550	$0.40M	0.0%	N/A	0.121%
2/1/2019	Cavalier Investments LLC	47,000	$0.90M	0.3%	N/A	0.276%
1/31/2019	Advisors Asset Management Inc.	156,846	$3.02M	0.1%	+13.5%	0.920%
1/31/2019	Wedbush Securities Inc.	17,292	$0.33M	0.0%	-9.9%	0.101%
1/30/2019	Eagle Global Advisors LLC	13,140	$0.25M	0.0%	N/A	0.077%
1/30/2019	First Manhattan Co.	645,994	$12.42M	0.1%	-4.3%	3.791%
1/25/2019	Sumitomo Mitsui Asset Management Company LTD	45,159	$0.87M	0.0%	+1.7%	0.265%
1/25/2019	Grace & White Inc. NY	125,615	$2.41M	0.6%	-1.8%	0.737%
1/18/2019	Weather Gauge Advisory LLC	16,830	$0.32M	0.4%	N/A	0.099%
1/15/2019	Navellier & Associates Inc	60,550	$1.16M	0.2%	N/A	0.355%
1/14/2019	Sanders Morris Harris LLC	820,532	$15.77M	8.7%	+1,288.4%	4.815%
1/4/2019	Confluence Investment Management LLC	113,942	$2.19M	0.0%	N/A	0.669%
11/15/2018	Advisors Asset Management Inc.	138,147	$2.62M	0.0%	+15.6%	0.811%
11/13/2018	Zuckerman Investment Group LLC	1,454,960	$27.62M	6.0%	+3.5%	8.538%
11/13/2018	Advisory Research Inc.	48,010	$0.91M	0.0%	N/A	0.282%
11/13/2018	Brown Advisory Inc.	10,700	$0.20M	0.0%	-27.0%	0.063%
11/9/2018	Third Avenue Management LLC	140,574	$2.67M	0.2%	-6.5%	0.830%
11/8/2018	National Asset Management Inc.	85,556	$1.62M	0.2%	-14.6%	0.505%
10/23/2018	Grace & White Inc. NY	127,900	$2.43M	0.5%	-3.5%	0.755%
10/15/2018	First Manhattan Co.	675,232	$12.82M	0.1%	-1.0%	3.986%
10/15/2018	Sumitomo Mitsui Asset Management Company LTD	44,403	$0.84M	0.0%	N/A	0.262%
10/10/2018	Sanders Morris Harris LLC	59,100	$1.12M	0.5%	N/A	0.349%
9/18/2018	Northern Trust Corp	124,211	$2.25M	0.0%	+355.2%	0.762%
8/22/2018	Advisors Asset Management Inc.	119,518	$2.16M	0.0%	+36.6%	0.734%
8/15/2018	Advisors Asset Management Inc.	82,556	$2.16M	0.0%	-5.6%	0.507%
8/15/2018	Bard Associates Inc.	19,375	$0.35M	0.2%	+16.9%	0.119%
8/14/2018	Hilltop Holdings Inc.	55,300	$1M	0.2%	+30.0%	0.339%
8/14/2018	Raymond James & Associates	76,859	$1.39M	0.0%	+8.6%	0.472%
8/13/2018	Cove Street Capital LLC	17,000	$0.31M	0.0%	-82.5%	0.104%
8/10/2018	Ariel Investments LLC	1,039,515	$18.83M	0.2%	+4.8%	6.433%
8/1/2018	First Manhattan Co.	681,858	$12.35M	0.1%	-4.6%	4.219%
7/25/2018	River Road Asset Management LLC	839,927	$15.21M	0.3%	-3.1%	5.198%
5/15/2018	Hilltop Holdings Inc.	42,550	$0.72M	0.1%	N/A	0.263%
5/15/2018	UBS Group AG	295,668	$5.03M	0.0%	-12.5%	1.826%
5/14/2018	Punch & Associates Investment Management Inc.	1,871,615	$31.86M	2.8%	-0.2%	11.560%
5/9/2018	Northern Trust Corp	27,289	$0.46M	0.0%	N/A	0.169%
5/7/2018	Greenwich Investment Management Inc.	17,500	$0.30M	0.4%	N/A	0.108%
5/7/2018	Centaurus Financial Inc.	8,986	$0.15M	0.0%	N/A	0.056%
5/2/2018	Wells Fargo & Company MN	13,105	$0.22M	0.0%	-45.4%	0.081%
2/14/2018	Ariel Investments LLC	1,008,803	$16.70M	0.2%	+4.7%	6.231%

(Data available from 1/1/2016 forward)

This page was last updated on 10/17/2019 by MarketBeat.com Staff

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Capital Southwest Institutional Ownership (NASDAQ:CSWC)

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Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)

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