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NASDAQ:CSWCCapital Southwest Institutional Ownership

$14.57
+0.21 (+1.46 %)
(As of 08/7/2020 04:00 PM ET)
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Today's Range
$14.43
Now: $14.57
$14.64
50-Day Range
$12.44
MA: $13.41
$14.46
52-Week Range
$7.39
Now: $14.57
$22.90
Volume1,740 shs
Average Volume83,299 shs
Market Capitalization$270.86 million
P/E RatioN/A
Dividend Yield11.42%
Beta0.84

Institutional Ownership

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

Institutional Ownership Percentage: 35.53%

Institutional Buying and Selling by Quarter


Capital Southwest (NASDAQ CSWC) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/7/2020Virtu Financial LLC22,807$0.31M0.0%N/A0.123%
8/7/2020Trexquant Investment LP10,587$0.14M0.0%N/A0.057%
8/5/2020Virtus ETF Advisers LLC47,284$0.64M0.3%-71.1%0.263%
7/31/2020National Asset Management Inc.54,906$0.74M0.0%-4.8%0.305%
7/31/2020UBS Group AG55,083$0.74M0.0%-8.7%0.306%
7/29/2020Centric Wealth Management13,000$0.18M0.1%N/A0.072%
7/17/2020Csenge Advisory Group12,638$0.17M0.0%+6.3%0.070%
7/14/2020Weather Gauge Advisory LLC11,971$0.16M0.2%-28.4%0.067%
7/13/2020Sound Income Strategies LLC2,032$27K0.0%+106.5%0.011%
7/9/2020Sanders Morris Harris LLC882,109$11.89M5.8%+7.3%4.901%
7/1/2020Confluence Investment Management LLC65,283$0.88M0.0%-29.7%0.363%
5/18/2020Advisor Group Holdings Inc.8,532$97K0.0%N/A0.046%
5/15/2020Morgan Stanley29,315$0.34M0.0%-37.9%0.157%
5/15/2020Advisors Asset Management Inc.127,561$1.46M0.0%-9.3%0.685%
5/15/2020Two Sigma Investments LP23,818$0.27M0.0%-39.8%0.128%
5/15/2020Two Sigma Advisers LP124,600$1.42M0.0%+73.3%0.669%
5/15/2020Radcliffe Capital Management L.P.75,000$0.86M0.2%N/A0.403%
5/14/2020Virtus ETF Advisers LLC163,804$1.87M0.8%+1.4%0.879%
5/14/2020Wells Fargo & Company MN44,485$0.51M0.0%+45.8%0.239%
5/14/2020Legal & General Group Plc99,510$1.14M0.0%+3.0%0.534%
5/13/2020Roosevelt Investment Group Inc.27,244$0.31M0.0%+172.2%0.146%
5/13/2020US Bancorp DE15,700$0.18M0.0%+22,653.6%0.084%
5/12/2020Van ECK Associates Corp196,340$2.24M0.0%+9.5%1.054%
5/12/2020Advisory Research Inc.68,074$0.78M0.1%+28.3%0.365%
5/12/2020JPMorgan Chase & Co.5,763$66K0.0%+28.8%0.031%
5/8/2020PNC Financial Services Group Inc.2,672$31K0.0%N/A0.014%
5/6/2020First Manhattan Co.543,687$6.21M0.0%-11.4%2.919%
5/5/2020Creative Planning122,572$1.40M0.0%-5.3%0.658%
5/1/2020Grace & White Inc. NY147,315$1.68M0.6%+21.1%0.791%
5/1/2020UBS Group AG60,341$0.69M0.0%-79.0%0.324%
4/21/2020Csenge Advisory Group11,887$0.14M0.0%+10.5%0.064%
4/8/2020Confluence Investment Management LLC92,922$1.06M0.0%-19.7%0.499%
3/2/2020Connor Clark & Lunn Investment Management Ltd.11,175$0.23M0.0%-42.8%0.060%
2/26/2020Sunbelt Securities Inc.1,500$7.80M0.0%N/A0.008%
2/18/2020Belpointe Asset Management LLC11,470$0.24M0.0%-34.8%0.062%
2/17/2020Hilltop Holdings Inc.52,875$1.10M0.2%-4.0%0.284%
2/14/2020Advisors Asset Management Inc.140,635$2.93M0.0%-7.4%0.755%
2/14/2020Punch & Associates Investment Management Inc.1,236,304$25.73M2.0%-15.6%6.637%
2/14/2020Cubist Systematic Strategies LLC9,786$0.20M0.0%N/A0.053%
2/14/2020Schonfeld Strategic Advisors LLC19,100$0.40M0.0%N/A0.103%
2/14/2020Marshall Wace LLP151,233$3.15M0.0%N/A0.812%
2/14/2020Marshall Wace North America L.P.22,982$0.48M0.0%N/A0.123%
2/14/2020UBS Group AG287,202$5.98M0.0%-4.8%1.542%
2/14/2020Ariel Investments LLC161,240$3.36M0.0%-29.4%0.866%
2/13/2020Van ECK Associates Corp179,332$3.73M0.0%N/A0.963%
2/13/2020Virtus ETF Advisers LLC161,564$3.36M0.5%+33.4%0.867%
2/12/2020Connor Clark & Lunn Investment Management Ltd.11,175$0.23M0.0%-42.8%0.060%
2/12/2020Trexquant Investment LP13,163$0.27M0.0%N/A0.071%
2/12/2020Roosevelt Investment Group Inc.10,009$0.21M0.0%N/A0.054%
2/12/2020Navellier & Associates Inc121,181$2.52M0.4%-28.9%0.650%
2/12/2020Advisor Group Inc.10,852$0.23M0.0%+9.0%0.058%
2/11/2020Great West Life Assurance Co. Can5,365$0.11M0.0%N/A0.029%
2/11/2020Advisory Research Inc.53,054$1.10M0.1%-6.6%0.285%
2/6/2020Cavalier Investments LLC59,200$1.23M0.5%-39.1%0.330%
2/5/2020Csenge Advisory Group10,756$0.22M0.1%+15.2%0.060%
1/29/2020Confluence Investment Management LLC97,338$2.03M0.0%-16.7%0.543%
1/27/2020California Public Employees Retirement System19,400$0.40M0.0%N/A0.108%
1/17/2020Vigilant Capital Management LLC2,000$42K0.0%N/A0.011%
1/17/2020Nisa Investment Advisors LLC4,600$96K0.0%N/A0.026%
1/16/2020Wedbush Securities Inc.17,692$0.37M0.0%-5.9%0.099%
1/14/2020Brasada Capital Management LP95,216$1.98M0.5%+7.5%0.531%
1/13/2020Allred Capital Management LLC3,000$62K0.0%N/A0.017%
1/9/2020Sanders Morris Harris LLC914,017$19.23M4.4%+5.4%5.098%
11/27/2019Millennium Management LLC231,542$5.05M0.0%+656.0%1.291%
11/27/2019Moab Capital Partners LLC766,566$16.71M6.4%-15.9%4.275%
11/27/2019Squarepoint Ops LLC23,588$0.51M0.0%+31.8%0.132%
11/27/2019Colony Group LLC17,904$0.39M0.0%+59.1%0.100%
11/5/2019Tower Research Capital LLC TRC1,988$43K0.0%+521.3%0.011%
11/1/2019Creative Planning129,074$2.81M0.0%+591.2%0.729%
11/1/2019Russell Investments Group Ltd.48,903$1.07M0.0%-19.8%0.276%
10/28/2019Walter & Keenan Financial Consulting Co. MI ADV9,000$0.20M0.1%N/A0.051%
10/16/2019Navellier & Associates Inc170,323$3.71M0.6%+5.5%0.962%
10/15/2019Confluence Investment Management LLC116,836$2.55M0.0%+1.0%0.660%
10/10/2019Dalton Greiner Hartman Maher & Co.18,600$0.41M0.0%N/A0.105%
10/8/2019Weather Gauge Advisory LLC16,364$0.36M0.3%-4.8%0.092%
10/8/2019Advantage Investment Management LLC7,955$0.17M0.1%+575.9%0.045%
8/19/2019Colony Group LLC11,250$0.24M0.0%N/A0.064%
8/17/2019Royal Bank of Canada55,124$1.16M0.0%+25.8%0.311%
8/17/2019UBS Group AG305,705$6.41M0.0%-1.2%1.727%
8/16/2019First Manhattan Co.625,500$13.10M0.1%-1.5%3.534%
8/16/2019Susquehanna International Group LLP30,706$0.64M0.0%+100.0%0.173%
8/15/2019Cambridge Investment Research Advisors Inc.27,402$0.57M0.0%-4.8%0.155%
8/15/2019Centaurus Financial Inc.8,545$0.18M0.0%+4,647.2%0.048%
8/14/2019Citadel Advisors LLC35,220$0.74M0.0%+150.5%0.199%
8/14/2019Moab Capital Partners LLC911,685$19.10M6.2%-6.7%5.152%
8/14/2019Marshall Wace LLP12,087$0.25M0.0%N/A0.068%
8/14/2019Morgan Stanley43,895$0.92M0.0%+24.7%0.248%
8/14/2019Zuckerman Investment Group LLC1,289,739$27.02M6.0%-8.6%7.288%
8/13/2019BlackRock Inc.70,652$1.48M0.0%-5.4%0.399%
8/13/2019Virtus ETF Advisers LLC101,389$2.12M0.4%N/A0.573%
8/9/2019Russell Investments Group Ltd.60,977$1.28M0.0%+74.1%0.345%
8/7/2019Connor Clark & Lunn Investment Management Ltd.19,975$0.42M0.0%+59.5%0.113%
8/7/2019Brasada Capital Management LP89,030$1.86M0.5%+19.1%0.503%
8/7/2019JPMorgan Chase & Co.49,265$1.04M0.0%+60.0%0.278%
8/6/2019Wells Fargo & Company MN40,737$0.85M0.0%+2.5%0.230%
8/5/2019National Asset Management Inc.57,254$1.20M0.1%-1.6%0.324%
7/31/2019Advisor Group Inc.77,963$1.63M0.0%-9.3%0.441%
7/30/2019Aperio Group LLC9,918$0.21M0.0%N/A0.056%
7/30/2019Advantage Investment Management LLC1,177$25K0.0%N/A0.007%
6/30/2019Creative Planning18,675$0.39M0.0%-9.1%0.106%
(Data available from 1/1/2016 forward)
This page was last updated on 8/8/2020 by MarketBeat.com Staff

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