Who owns Capital Southwest Corporation?
- Ticker: CSWC
- CUSIP Number: 140501107
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Southwest Corporation with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Capital Southwest Corporation stock
Who bought or sold Capital Southwest Corporation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Van Eck Associates Corp. | 847k | $21M | 16% | Mar 2024 |
|
| Punch & Associates Investment Management | 782k | $19M | 1% | Dec 2023 |
|
| Sanders Morris Harris | 644k | $16M | 100% | Mar 2024 |
|
| Asset Management Investors | 643k | $16M | 5% | Mar 2024 |
|
| Sound Income Strategies | 550k | $14M | 3% | Mar 2024 |
|
| Beacon Pointe Advisors | 405k | $9.6M | 855% | Dec 2023 |
|
| Two Sigma Investments | 399k | $10M | 5% | Mar 2024 |
|
| Two Sigma Advisers | 386k | $9.6M | 10% | Mar 2024 |
|
| First Manhattan | 373k | $9.3M | -3% | Mar 2024 |
|
| Melia Wealth | 372k | $9.3M | -45% | Mar 2024 |
|
| Legal & General Group | 329k | $8.2M | 6% | Mar 2024 |
|
| Tectonic Advisors | 257k | $6.4M | 6% | Mar 2024 |
|
| Hennion & Walsh Asset Management | 239k | $6.0M | -3% | Mar 2024 |
|
| Susquehanna International | 211k | $5.3M | 66% | Mar 2024 |
|
| Citadel Advisors | 207k | $5.2M | 22% | Mar 2024 |
|
| Morgan Stanley | 192k | $4.8M | 119% | Mar 2024 |
|
| Grace & White | 177k | $4.4M | 0% | Mar 2024 |
|
| Advisors Asset Management | 163k | $3.9M | -16% | Dec 2023 |
|
| BlackRock | 159k | $4.0M | -12% | Mar 2024 |
|
| LPL Financial | 154k | $3.8M | 19% | Mar 2024 |
|
| Mckinley Capital Management | 121k | $3.0M | -2% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 118k | $2.9M | 2% | Mar 2024 |
|
| Franklin Resources | 109k | $2.7M | 100% | Mar 2024 |
|
| Ameriprise Financial | 100k | $2.5M | 14% | Mar 2024 |
|
| Total Clarity Wealth Management | 97k | $2.4M | 3% | Mar 2024 |
|
| Sumitomo Mitsui Trust Holdings | 95k | $2.4M | 32% | Mar 2024 |
|
| Raymond James & Associates | 84k | $2.1M | -19% | Mar 2024 |
|
| Argent Trust | 79k | $2.0M | 15% | Mar 2024 |
|
| Redmont Wealth Advisors | 79k | $2.0M | -2% | Mar 2024 |
|
| Millennium Management | 77k | $1.9M | -22% | Mar 2024 |
|
| Muzinich & Co | 75k | $1.8M | 130% | Mar 2024 |
|
| Hodges Capital Management | 72k | $1.8M | 14% | Mar 2024 |
|
| Commonwealth Equity Services | 70k | $1.8M | 55% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 68k | $1.7M | 100% | Mar 2024 |
|
| Foundations Investment Advisors | 66k | $1.6M | 20% | Mar 2024 |
|
| Royal Bank of Canada | 65k | $1.6M | -2% | Mar 2024 |
|
| Schonfeld Strategic Advisors | 64k | $1.6M | 100% | Mar 2024 |
|
| Cozad Asset Management | 62k | $1.6M | 100% | Mar 2024 |
|
| Jane Street | 60k | $1.5M | 100% | Mar 2024 |
|
| UBS Group | 57k | $1.4M | 20% | Mar 2024 |
|
| National Asset Management | 55k | $1.3M | 2% | Mar 2024 |
|
| First Dallas Securities | 53k | $1.3M | 100% | Mar 2024 |
|
| Jump Financial | 50k | $1.2M | 100% | Dec 2023 |
|
| Barclays | 50k | $1.2M | 7599% | Mar 2024 |
|
| Mraz, Amerine & Associates | 47k | $1.2M | -6% | Mar 2024 |
|
| Cetera Investment Advisers | 45k | $1.1M | 16% | Mar 2024 |
|
| Hrt Financial | 45k | $1.1M | 182% | Mar 2024 |
|
| Kestra Advisory Services | 44k | $1.0M | 10% | Dec 2023 |
|
| Caldwell Sutter Capital | 43k | $1.1M | 0% | Mar 2024 |
|
| Advisor Group Holdings | 43k | $1.1M | 17% | Mar 2024 |
|
| Harbor Capital Advisors | 42k | $1.1M | 100% | Mar 2024 |
|
| Wayne Hummer Investments | 40k | $1.0M | 100% | Mar 2024 |
|
| Oppenheimer & Co | 40k | $996k | 26% | Mar 2024 |
|
| Cubist Systematic Strategies | 38k | $940k | 100% | Mar 2024 |
|
| Wells Fargo & Company | 38k | $938k | -21% | Mar 2024 |
|
| Cornerstone Wealth Management | 37k | $914k | 9% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 33k | $828k | 18% | Mar 2024 |
|
| Envestnet Asset Management | 25k | $635k | -34% | Mar 2024 |
|
| Virtus ETF Advisers | 25k | $632k | 32% | Mar 2024 |
|
| Sunbelt Securities | 24k | $609k | 26% | Mar 2024 |
|
| All Season Financial Advisors | 23k | $569k | -21% | Mar 2024 |
|
| Raymond James Trust | 23k | $563k | 30% | Mar 2024 |
|
| Apollon Wealth Management | 21k | $511k | 0% | Mar 2024 |
|
| CI Private Wealth | 20k | $508k | -19% | Mar 2024 |
|
| Connor, Clark & Lunn Investment Management | 19k | $463k | 51% | Mar 2024 |
|
| Aquatic Capital Management | 19k | $462k | 3% | Mar 2024 |
|
| Samalin Investment Counsel | 18k | $460k | 70% | Mar 2024 |
|
| Monticello Wealth Management | 18k | $456k | 0% | Mar 2024 |
|
| Bard Associates | 18k | $454k | -3% | Mar 2024 |
|
| Smh Capital Advisors | 17k | $433k | 2% | Mar 2024 |
|
| Quantbot Technologies | 17k | $427k | -25% | Mar 2024 |
|
| Dearborn Partners | 17k | $411k | 100% | Mar 2024 |
|
| Mariner Wealth Advisors | 16k | $403k | 2% | Mar 2024 |
|
| Pnc Financial Services | 16k | $399k | 0% | Mar 2024 |
|
| Horizon Kinetics Asset Management | 16k | $370k | -5% | Dec 2023 |
|
| Us Bancorp | 15k | $366k | -1% | Mar 2024 |
|
| SG Americas Securities | 14k | $351k | 100% | Mar 2024 |
|
| Bank of America Corporation | 13k | $322k | 101% | Mar 2024 |
|
| Private Advisor | 12k | $301k | 22% | Mar 2024 |
|
| HighTower Advisors | 12k | $300k | -63% | Mar 2024 |
|
| Wolverine Trading | 12k | $297k | 100% | Mar 2024 |
|
| Guggenheim Capital, LLC Managers | 12k | $275k | 10% | Dec 2023 |
|
| Core Wealth Partners | 12k | $288k | 0% | Mar 2024 |
|
| Geode Capital Management | 11k | $281k | 0% | Mar 2024 |
|
| H D Vest Advisory Services | 11k | $276k | 17% | Mar 2024 |
|
| Squarepoint Ops | 11k | $274k | -5% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 11k | $267k | 0% | Mar 2024 |
|
| Campbell & Co. Investment Adviser | 11k | $267k | 100% | Mar 2024 |
|
| Good Life Advisors | 11k | $264k | -6% | Mar 2024 |
|
| Creative Planning | 10k | $256k | 4% | Mar 2024 |
|
| Colony | 8.9k | $222k | -3% | Mar 2024 |
|
| Concurrent Investment Advisors | 8.7k | $218k | 100% | Mar 2024 |
|
| PFG Investments | 8.1k | $202k | 100% | Mar 2024 |
|
| Inspire Advisors | 8.0k | $200k | -6% | Mar 2024 |
|
| Benjamin Edwards | 7.8k | $194k | 100% | Mar 2024 |
|
| Brian McDonald | 7.1k | $178k | 0% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 7.0k | $174k | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 6.5k | $162k | 51% | Mar 2024 |
|
| Hollencrest Securities | 5.9k | $147k | 5% | Mar 2024 |
|
| Washington Trust Advisors | 5.0k | $125k | 0% | Mar 2024 |
|
| Parallel Advisors | 5.0k | $124k | 3% | Mar 2024 |
|
| Tower Research Capital | 3.6k | $90k | 91% | Mar 2024 |
|
| Signature | 2.6k | $66k | 3% | Mar 2024 |
|
| Capital Analysts | 2.5k | $62k | 0% | Mar 2024 |
|
| TCTC Holdings | 2.1k | $53k | 0% | Mar 2024 |
|
| Proequities | 2.1k | $51M | 0% | Mar 2024 |
|
| Larson Financial Group | 2.0k | $50k | 102% | Mar 2024 |
|
| USA Financial Portformulas | 1.9k | $48k | -4% | Mar 2024 |
|
| Atlantic Trust | 1.6k | $38k | 100% | Mar 2024 |
|
| Cape Investment Advisory | 1.3k | $32k | 100% | Dec 2023 |
|
| CWM | 1.1k | $27k | 6% | Mar 2024 |
|
| Toth Financial Advisory Corporation | 600.00 | $15k | 0% | Mar 2024 |
|
| Geneos Wealth Management | 600.00 | $15k | 100% | Mar 2024 |
|
| Global Retirement Partners | 531.00 | $13k | -49% | Mar 2024 |
|
| Raleigh Capital Management | 500.00 | $13k | 100% | Mar 2024 |
|
| Quadrant Capital | 456.00 | $11k | 0% | Mar 2024 |
|
| Beacon Capital Management | 397.00 | $9.9k | 100% | Mar 2024 |
|
| Tompkins Financial Corp | 355.00 | $8.9k | 0% | Mar 2024 |
|
| Nomura Asset Management | 304.00 | $7.6k | 0% | Mar 2024 |
|
| Spectrum Wealth Counsel | 230.00 | $5.7k | 0% | Mar 2024 |
|
| nVerses Capital | 200.00 | $5.0k | 100% | Mar 2024 |
|
| Gen-Wealth Partners | 190.00 | $4.7k | 100% | Mar 2024 |
|
| Delta Asset Management | 70.00 | $1.7k | 0% | Dec 2023 |
|
| Ronald Blue Trust | 64.00 | $1.6k | 1500% | Mar 2024 |
|
| Venturi Wealth Management | 44.00 | $1.1k | -33% | Mar 2024 |
|
| NBT Bank | 27.00 | $669.999600 | 4% | Mar 2024 |
|
| Institutional & Family Asset Management | 27.00 | $675.000000 | 4% | Mar 2024 |
|
| Financial Synergies Wealth Advisors | 20.00 | $500.000000 | 0% | Mar 2024 |
|
| Principal Securities | 14.00 | $349.000400 | 100% | Mar 2024 |
|
| Lindbrook Capital | 13.00 | $324.000300 | 100% | Mar 2024 |
|
| Huntington National Bank | 2.00 | $50.000000 | 0% | Mar 2024 |
|
| FMR | 1.00 | $25.000000 | 100% | Mar 2024 |
|
Who sold out of Capital Southwest Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hudson Bay Capital Management | Dec 2023 | 131k | $3.1M |
| Marshall Wace | Dec 2023 | 94k | $2.2M |
| Legacy Capital Wealth Partners | Sep 2023 | 74k | $1.7M |
| Goldman Sachs Group | Dec 2023 | 69k | $1.6M |
| Tudor Investment Corporation | Dec 2023 | 38k | $908k |
| Quadrature Capital | Sep 2023 | 34k | $769k |
| Simplex Trading | Dec 2023 | 27k | $636k |
| Winton Capital | Dec 2023 | 23k | $538k |
| D. E. Shaw & Co | Dec 2023 | 18k | $418k |
| Northern Trust | Sep 2023 | 14k | $320k |
| Atria Wealth Solutions | Dec 2023 | 14k | $324k |
| Virtu Financial | Dec 2023 | 13k | $297k |
| Mirae Asset Global Investments | Dec 2023 | 12k | $278k |
| Change Path | Sep 2023 | 11k | $260k |
| Multi-Financial Securities | Sep 2023 | 11k | $253k |
| Susquehanna Fundamental Investments | Sep 2023 | 8.8k | $202k |
| Precision Wealth Strategies | Dec 2023 | 8.6k | $204k |
| Mutual Advisors | Dec 2023 | 8.5k | $201k |
| Group One Trading | Sep 2023 | 2.1k | $47k |
| Morton Brown Family Wealth | Dec 2023 | 1.4k | $34k |
| Advisory Services Network | Dec 2023 | 955.00 | $23k |
| Goss Wealth Management | Sep 2023 | 800.00 | $18k |
| Focused Wealth Management | Dec 2023 | 250.00 | $5.9k |
| Tradition Wealth Management | Dec 2023 | 236.00 | $6.0k |