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
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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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management | 782k | $19M | 1% | Dec 2023 |
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| Van Eck Associates Corp. | 732k | $17M | 11% | Dec 2023 |
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| Sanders Morris Harris | 644k | $16M | 100% | Mar 2024 |
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| Asset Management Investors | 613k | $15M | -5% | Dec 2023 |
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| Sound Income Strategies | 550k | $14M | 3% | Mar 2024 |
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| Beacon Pointe Advisors | 405k | $9.6M | 855% | Dec 2023 |
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| Two Sigma Investments | 379k | $9.0M | 84% | Dec 2023 |
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| Melia Wealth | 372k | $9.3M | -45% | Mar 2024 |
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| Two Sigma Advisers | 352k | $8.3M | 106% | Dec 2023 |
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| Legal & General Group | 309k | $7.3M | 12% | Dec 2023 |
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| Tectonic Advisors | 242k | $5.7M | 5% | Dec 2023 |
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| Hennion & Walsh Asset Management | 239k | $6.0M | -3% | Mar 2024 |
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| Grace & White | 177k | $4.2M | 0% | Dec 2023 |
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| Citadel Advisors | 169k | $4.0M | 24% | Dec 2023 |
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| Advisors Asset Management | 163k | $3.9M | -16% | Dec 2023 |
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| Hudson Bay Capital Management | 131k | $3.1M | 100% | Dec 2023 |
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| Mckinley Capital Management | 123k | $2.9M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 115k | $2.7M | 11% | Dec 2023 |
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| Raymond James & Associates | 104k | $2.5M | 15% | Dec 2023 |
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| Millennium Management | 99k | $2.3M | 100% | Dec 2023 |
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| Total Clarity Wealth Management | 94k | $2.2M | 100% | Dec 2023 |
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| Marshall Wace | 94k | $2.2M | 100% | Dec 2023 |
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| Redmont Wealth Advisors | 80k | $1.9M | 6% | Dec 2023 |
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| Hodges Capital Management | 72k | $1.8M | 14% | Mar 2024 |
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| Sumitomo Mitsui Trust Holdings | 72k | $1.7M | 120% | Dec 2023 |
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| Goldman Sachs Group | 69k | $1.6M | 100% | Dec 2023 |
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| Argent Trust | 69k | $1.6M | 100% | Dec 2023 |
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| Royal Bank of Canada | 67k | $1.5M | -23% | Dec 2023 |
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| Foundations Investment Advisors | 55k | $1.3M | 100% | Dec 2023 |
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| National Asset Management | 54k | $1.3M | -2% | Dec 2023 |
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| First Dallas Securities | 53k | $1.3M | 100% | Mar 2024 |
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| Mraz, Amerine & Associates | 50k | $1.2M | -2% | Dec 2023 |
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| Jump Financial | 50k | $1.2M | 100% | Dec 2023 |
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| Wells Fargo & Company | 47k | $1.1M | -11% | Dec 2023 |
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| UBS Group | 47k | $1.1M | 4% | Dec 2023 |
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| Commonwealth Equity Services | 45k | $1.1M | -14% | Dec 2023 |
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| Kestra Advisory Services | 44k | $1.0M | 10% | Dec 2023 |
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| Caldwell Sutter Capital | 43k | $1.0M | 0% | Dec 2023 |
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| Tudor Investment Corporation | 38k | $908k | 100% | Dec 2023 |
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| Advisor Group Holdings | 37k | $874k | -6% | Dec 2023 |
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| Cornerstone Wealth Management | 33k | $792k | 5% | Dec 2023 |
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| HighTower Advisors | 32k | $761k | 148% | Dec 2023 |
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| Cambridge Investment Research Advisors | 28k | $668k | -16% | Dec 2023 |
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| Simplex Trading | 27k | $636k | 1900% | Dec 2023 |
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| CI Private Wealth | 25k | $592k | 7% | Dec 2023 |
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| Sunbelt Securities | 24k | $609k | 26% | Mar 2024 |
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| All Season Financial Advisors | 23k | $569k | -21% | Mar 2024 |
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| Winton Capital | 23k | $538k | 34% | Dec 2023 |
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| Apollon Wealth Management | 20k | $484k | 6% | Dec 2023 |
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| Virtus ETF Advisers | 19k | $456k | -31% | Dec 2023 |
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| Monticello Wealth Management | 18k | $433k | 0% | Dec 2023 |
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| Aquatic Capital Management | 18k | $424k | 1277% | Dec 2023 |
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| D. E. Shaw & Co | 18k | $418k | 100% | Dec 2023 |
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| Raymond James Trust | 17k | $411k | 10% | Dec 2023 |
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| Smh Capital Advisors | 17k | $402k | 0% | Dec 2023 |
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| Hrt Financial | 16k | $378k | 100% | Dec 2023 |
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| Pnc Financial Services | 16k | $379k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 16k | $375k | 28% | Dec 2023 |
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| Horizon Kinetics Asset Management | 16k | $370k | -5% | Dec 2023 |
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| Us Bancorp | 15k | $351k | 7% | Dec 2023 |
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| Atria Wealth Solutions | 14k | $324k | -9% | Dec 2023 |
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| Virtu Financial | 13k | $297k | 100% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 12k | $291k | -72% | Dec 2023 |
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| Mirae Asset Global Investments | 12k | $278k | 0% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 12k | $275k | 10% | Dec 2023 |
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| Squarepoint Ops | 12k | $274k | 100% | Dec 2023 |
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| Core Wealth Partners | 12k | $273k | 0% | Dec 2023 |
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| Good Life Advisors | 11k | $267k | -9% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 11k | $254k | 0% | Dec 2023 |
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| Creative Planning | 9.9k | $235k | 100% | Dec 2023 |
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| Private Advisor | 9.9k | $234k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 9.5k | $224k | 100% | Dec 2023 |
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| Colony | 9.1k | $216k | 100% | Dec 2023 |
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| Precision Wealth Strategies | 8.6k | $204k | 100% | Dec 2023 |
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| Inspire Advisors | 8.6k | $203k | 100% | Dec 2023 |
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| Mutual Advisors | 8.5k | $201k | 100% | Dec 2023 |
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| Bank of America Corporation | 6.4k | $152k | -47% | Dec 2023 |
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| Hollencrest Securities | 5.6k | $133k | 2% | Dec 2023 |
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| Washington Trust Advisors | 5.0k | $119k | 0% | Dec 2023 |
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| Parallel Advisors | 4.9k | $115k | -5% | Dec 2023 |
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| Jpmorgan Chase & Co | 4.3k | $102k | 0% | Dec 2023 |
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| Signature | 2.6k | $61k | 121% | Dec 2023 |
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| Capital Analysts | 2.5k | $59k | -8% | Dec 2023 |
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| TCTC Holdings | 2.1k | $51k | 0% | Dec 2023 |
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| Proequities | 2.1k | $49M | 58% | Dec 2023 |
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| USA Financial Portformulas | 2.0k | $47k | 100% | Dec 2023 |
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| Morton Brown Family Wealth | 1.4k | $34k | 100% | Dec 2023 |
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| Cape Investment Advisory | 1.3k | $32k | 100% | Dec 2023 |
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| CWM | 1.1k | $27k | 6% | Mar 2024 |
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| Global Retirement Partners | 1.0k | $26k | 100% | Dec 2023 |
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| Larson Financial Group | 1.0k | $24k | 100% | Dec 2023 |
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| Advisory Services Network | 955.00 | $23k | 100% | Dec 2023 |
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| Barclays | 643.00 | $15k | 100% | Dec 2023 |
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| Toth Financial Advisory Corporation | 600.00 | $15k | 0% | Mar 2024 |
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| Quadrant Capital | 456.00 | $11k | 90% | Dec 2023 |
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| Tompkins Financial Corp | 355.00 | $8.9k | 0% | Mar 2024 |
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| Nomura Asset Management | 304.00 | $7.2k | 100% | Dec 2023 |
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| Focused Wealth Management | 250.00 | $5.9k | 0% | Dec 2023 |
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| Tradition Wealth Management | 236.00 | $6.0k | 0% | Dec 2023 |
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| Spectrum Wealth Counsel | 230.00 | $5.5k | 100% | Dec 2023 |
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| Delta Asset Management | 70.00 | $1.7k | 0% | Dec 2023 |
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| Venturi Wealth Management | 66.00 | $1.6k | 20% | Dec 2023 |
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| Institutional & Family Asset Management | 26.00 | $625.001000 | 0% | Dec 2023 |
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| NBT Bank | 26.00 | $607.001200 | 100% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 20.00 | $500.000000 | 0% | Mar 2024 |
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| Ronald Blue Trust | 4.00 | $0 | 100% | Dec 2023 |
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| Huntington National Bank | 2.00 | $47.000000 | 0% | Dec 2023 |
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Who sold out of Capital Southwest Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GraniteShares Advisors | Sep 2023 | 85k | $2.0M |
| Quadrature Capital | Sep 2023 | 34k | $769k |
| Change Path | Sep 2023 | 11k | $260k |
| Segall Bryant & Hamill | Sep 2023 | 11k | $244k |
| DecisionPoint Financial | Sep 2023 | 375.00 | $8.6k |
| Beacon Capital Management | Sep 2023 | 140.00 | $2.8k |
| Lindbrook Capital | Sep 2023 | 26.00 | $594.999600 |