Who owns Capital Southwest Corporation?
- Ticker: CSWC
- CUSIP Number: 140501107
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Analyze quarterly positions in Capital Southwest Corporation with up to 7 years of data, all consolidated into one spreadsheet
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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. | 1.2M | $30M | 9% | Sep 2024 |
|
| Two Sigma Advisers | 748k | $20M | 94% | Jun 2024 |
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| Asset Management Investors | 642k | $16M | 0% | Sep 2024 |
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| Sanders Morris Harris | 636k | $16M | -1% | Sep 2024 |
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| Sound Income Strategies | 562k | $14M | 1% | Sep 2024 |
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| Two Sigma Investments | 562k | $15M | 41% | Jun 2024 |
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| Invesco | 399k | $10M | 16% | Sep 2024 |
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| Harbor Capital Advisors | 388k | $9.8M | 147% | Sep 2024 |
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| Melia Wealth | 379k | $9.9M | 2% | Jun 2024 |
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| First Manhattan | 360k | $9.4M | -4% | Jun 2024 |
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| Tectonic Advisors | 329k | $8.3M | 17% | Sep 2024 |
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| Hennion & Walsh Asset Management | 210k | $5.3M | -10% | Sep 2024 |
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| BlackRock | 199k | $5.0M | 100% | Sep 2024 |
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| LPL Financial | 192k | $4.9M | 6% | Sep 2024 |
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| Advisors Asset Management | 183k | $4.6M | 7% | Sep 2024 |
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| Grace & White | 177k | $4.5M | 0% | Sep 2024 |
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| Morgan Stanley | 165k | $4.3M | -14% | Jun 2024 |
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| BlackRock | 164k | $4.3M | 3% | Jun 2024 |
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| Franklin Resources | 154k | $3.9M | 25% | Sep 2024 |
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| Raymond James Financial Services Advisors | 129k | $3.3M | 12% | Sep 2024 |
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| Denali Advisors | 125k | $3.2M | 100% | Sep 2024 |
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| Mckinley Capital Management | 121k | $3.1M | 0% | Jun 2024 |
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| Muzinich & Co | 106k | $2.7M | 4% | Sep 2024 |
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| Sumitomo Mitsui Trust Holdings | 103k | $2.6M | 4% | Sep 2024 |
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| Mml Investors Services | 103k | $2.6M | 124% | Sep 2024 |
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| Susquehanna International | 100k | $2.5M | 20% | Sep 2024 |
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| Confluence Investment Management | 99k | $2.5M | 1% | Sep 2024 |
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| Argent Trust | 84k | $2.1M | 16% | Sep 2024 |
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| Citadel Advisors | 83k | $2.1M | -15% | Sep 2024 |
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| Total Clarity Wealth Management | 82k | $2.1M | -2% | Sep 2024 |
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| Foundations Investment Advisors | 81k | $2.1M | 20% | Sep 2024 |
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| Benjamin Edwards | 80k | $2.0M | 971% | Sep 2024 |
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| Hodges Capital Management | 78k | $2.0M | 8% | Sep 2024 |
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| Barclays | 76k | $1.9M | 2% | Sep 2024 |
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| Commonwealth Equity Services | 75k | $1.9M | 9% | Sep 2024 |
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| Marshall Wace | 72k | $1.8M | -3% | Sep 2024 |
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| Hrt Financial | 72k | $1.8M | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 69k | $1.8M | 2% | Jun 2024 |
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| Redmont Wealth Advisors | 69k | $1.7M | -4% | Sep 2024 |
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| Legacy Capital Wealth Partners | 65k | $1.6M | -4% | Sep 2024 |
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| Raymond James & Associates | 64k | $1.6M | -2% | Sep 2024 |
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| Royal Bank of Canada | 62k | $1.6M | 3% | Sep 2024 |
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| Cozad Asset Management | 61k | $1.5M | -6% | Sep 2024 |
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| First Dallas Securities | 57k | $1.4M | 4% | Sep 2024 |
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| National Asset Management | 47k | $1.2M | -5% | Sep 2024 |
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| Mraz, Amerine & Associates | 45k | $1.1M | -1% | Sep 2024 |
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| Caldwell Sutter Capital | 43k | $1.1M | 0% | Sep 2024 |
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| Kestra Advisory Services | 42k | $1.1M | 3% | Sep 2024 |
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| Great-West Life Assurance Company | 38k | $954k | 34% | Sep 2024 |
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| Cornerstone Wealth Management | 38k | $951k | 0% | Sep 2024 |
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| Global Retirement Partners | 37k | $924k | -7% | Sep 2024 |
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| Cetera Investment Advisers | 36k | $936k | -21% | Jun 2024 |
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| Cambridge Investment Research Advisors | 31k | $792k | 8% | Sep 2024 |
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| Beacon Pointe Advisors | 31k | $784k | 0% | Sep 2024 |
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| Quantbot Technologies | 31k | $806k | 81% | Jun 2024 |
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| Wells Fargo & Company | 28k | $708k | -17% | Sep 2024 |
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| Cubist Systematic Strategies | 27k | $673k | 44% | Sep 2024 |
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| Group One Trading | 27k | $673k | 3104% | Sep 2024 |
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| Sunbelt Securities | 24k | $617k | 0% | Sep 2024 |
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| Northern Trust | 24k | $615k | 100% | Sep 2024 |
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| Advisor Group Holdings | 23k | $583k | -46% | Sep 2024 |
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| Raymond James Trust | 22k | $568k | 0% | Sep 2024 |
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| Aquatic Capital Management | 22k | $584k | 21% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 22k | $566k | 31% | Sep 2024 |
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| All Season Financial Advisors | 22k | $547k | 1% | Sep 2024 |
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| Apollon Wealth Management | 21k | $520k | 0% | Sep 2024 |
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| Dearborn Partners | 20k | $498k | 8% | Sep 2024 |
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| Monticello Wealth Management | 18k | $456k | 0% | Sep 2024 |
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| LBMC Investment Advisors | 18k | $462k | 0% | Sep 2024 |
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| Bard Associates | 18k | $460k | 0% | Sep 2024 |
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| Pinkerton Retirement Specialists | 17k | $421k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 16k | $423k | 47% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 16k | $405k | 100% | Sep 2024 |
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| Smh Capital Advisors | 16k | $403k | -1% | Sep 2024 |
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| Trexquant Investment | 16k | $401k | 100% | Sep 2024 |
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| Concurrent Investment Advisors | 16k | $400k | -9% | Sep 2024 |
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| Mariner Wealth Advisors | 16k | $392k | -7% | Sep 2024 |
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| Good Life Advisors | 14k | $364k | 100% | Sep 2024 |
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| Us Bancorp | 14k | $348k | -5% | Sep 2024 |
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| Autumn Glory Partners | 13k | $329k | 62% | Sep 2024 |
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| Mirae Asset Global Investments | 13k | $323k | 0% | Sep 2024 |
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| Envestnet Asset Management | 13k | $319k | -14% | Sep 2024 |
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| Qube Research & Technologies | 12k | $324k | 100% | Jun 2024 |
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| Private Advisor | 12k | $310k | -17% | Sep 2024 |
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| HighTower Advisors | 12k | $319k | 1% | Jun 2024 |
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| Core Wealth Partners | 12k | $291k | 0% | Sep 2024 |
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| Geode Capital Management | 11k | $285k | 0% | Sep 2024 |
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| Creative Planning | 11k | $282k | 4% | Sep 2024 |
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| HFG Advisors | 11k | $281k | 100% | Sep 2024 |
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| CI Private Wealth | 11k | $280k | -34% | Sep 2024 |
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| Summit Financial | 11k | $273k | 100% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $279k | 0% | Jun 2024 |
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| Goldman Sachs Group | 10k | $271k | 100% | Jun 2024 |
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| Tcfg Wealth Management | 9.8k | $248k | 100% | Sep 2024 |
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| Pnc Financial Services | 9.8k | $248k | -36% | Sep 2024 |
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| Jump Financial | 9.4k | $238k | -77% | Sep 2024 |
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| Colony | 8.9k | $225k | 0% | Sep 2024 |
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| Greenland Capital Management | 8.2k | $207k | 100% | Sep 2024 |
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| PFG Investments | 8.1k | $212k | 1% | Jun 2024 |
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| Walter & Keenan Financial Consulting | 8.0k | $202k | 0% | Sep 2024 |
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| Bank of America Corporation | 7.5k | $190k | 30% | Sep 2024 |
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| Ronald Blue Trust | 7.1k | $187k | 1539% | Sep 2024 |
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| Hollencrest Securities | 6.5k | $165k | 11% | Sep 2024 |
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| Brian McDonald | 5.6k | $141k | -22% | Sep 2024 |
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| Washington Trust Advisors | 5.0k | $127k | 0% | Sep 2024 |
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| Wayne Hummer Investments | 5.0k | $125k | -90% | Sep 2024 |
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| Parallel Advisors | 4.9k | $123k | -3% | Sep 2024 |
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| NISA Investment Advisors | 4.2k | $106k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 4.0k | $101k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 3.8k | $96k | -22% | Sep 2024 |
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| Signature | 2.7k | $69k | -3% | Sep 2024 |
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| Tower Research Capital | 2.6k | $68k | -27% | Jun 2024 |
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| EverSource Wealth Advisors | 2.3k | $59k | 4% | Sep 2024 |
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| TCTC Holdings | 2.1k | $54k | 0% | Sep 2024 |
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| Citigroup | 2.1k | $53k | 100% | Sep 2024 |
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| Proequities | 2.1k | $52M | 0% | Sep 2024 |
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| Atlantic Trust | 1.5k | $37k | 166% | Sep 2024 |
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| Geneos Wealth Management | 1.3k | $35k | 122% | Jun 2024 |
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| CWM | 1.0k | $26k | 0% | Sep 2024 |
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| Larson Financial Group | 1.0k | $25k | 0% | Sep 2024 |
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| Nomura Asset Management | 646.00 | $16k | 112% | Sep 2024 |
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| Spire Wealth Management | 600.00 | $15k | 0% | Sep 2024 |
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| Toth Financial Advisory Corporation | 600.00 | $15k | 0% | Sep 2024 |
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| Raleigh Capital Management | 550.00 | $14k | 10% | Sep 2024 |
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| Ridgewood Investments | 500.00 | $13k | 0% | Sep 2024 |
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| HHM Wealth Advisors | 500.00 | $13k | 0% | Sep 2024 |
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| Harwood Advisory | 400.00 | $10k | 100% | Sep 2024 |
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| Quadrant Capital | 321.00 | $8.1k | -36% | Sep 2024 |
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| Spectrum Wealth Counsel | 230.00 | $5.8k | 0% | Sep 2024 |
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| Atlantic Edge Private Wealth Management | 200.00 | $5.1k | 0% | Sep 2024 |
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| GeoWealth Management | 200.00 | $5.1k | 100% | Sep 2024 |
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| Gen-Wealth Partners | 190.00 | $5.0k | 0% | Jun 2024 |
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| Harbour Investments | 152.00 | $3.9k | -27% | Sep 2024 |
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| Delta Asset Management | 70.00 | $1.8k | 0% | Sep 2024 |
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| Archer Investment Corp | 52.00 | $1.3k | 2% | Sep 2024 |
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| CoreCap Advisors | 29.00 | $739.998800 | 100% | Sep 2024 |
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| NBT Bank | 28.00 | $708.999200 | 4% | Sep 2024 |
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| Institutional & Family Asset Management | 28.00 | $721.999600 | 4% | Jun 2024 |
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| Smartleaf Asset Management | 20.00 | $510.000000 | 100% | Sep 2024 |
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| Farther Finance Advisors | 19.00 | $481.000200 | 100% | Sep 2024 |
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| Lindbrook Capital | 13.00 | $329.000100 | 0% | Sep 2024 |
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| Huntington National Bank | 2.00 | $51.000000 | 0% | Sep 2024 |
|
Who sold out of Capital Southwest Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FJ Capital Management | Mar 2024 | 82k | $2.1M |
| Hudson Bay Capital Management | Jun 2024 | 75k | $2.0M |
| Oppenheimer & Co | Mar 2024 | 40k | $996k |
| Prospera Financial Services | Jun 2024 | 12k | $323k |
| Jane Street | Jun 2024 | 12k | $316k |
| Squarepoint Ops | Mar 2024 | 11k | $274k |
| Campbell & Co. Investment Adviser | Mar 2024 | 11k | $267k |
| Moloney Securities Asset Management | Jun 2024 | 9.5k | $248k |
| Inspire Advisors | Jun 2024 | 8.4k | $218k |
| Atria Wealth Solutions | Jun 2024 | 7.7k | $200k |
| Glass Jacobson Investment Advisors | Jun 2024 | 7.1k | $186k |
| Redwood Wealth Management Group | Jun 2024 | 581.00 | $15k |
| Abound Wealth Management | Jun 2024 | 57.00 | $1.5k |
| Mather Group | Jun 2024 | 56.00 | $1.4k |
| Venturi Wealth Management | Jun 2024 | 55.00 | $1.4k |