Recent Quarter Total Invested
$283.66 M
Recent Quarter Institutional Ownership Percentage
24.13%
Total Invested of Last Quarter
$261.97 M
Ownership Percentage of Last Quarter
23.32%
Capital Southwest Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VAN ECK ASSOCIATES CORP | 07/31/2024 | 1.06 M | $27.64 M | 25.02% | 2.35% |
TWO SIGMA ADVISERS, LP | 08/14/2024 | 748,300 | $19.52 M | 93.96% | 1.66% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 669,838 | $17.48 M | 0.08% | 1.49% |
SANDERS MORRIS HARRIS LLC | 07/12/2024 | 641,469 | $16.74 M | -0.42% | 1.42% |
ZUCKERMAN INVESTMENT GROUP, LLC | 08/12/2024 | 640,652 | $16.71 M | -0.38% | 1.42% |
TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 561,678 | $14.65 M | 40.87% | 1.25% |
SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 555,387 | $14.49 M | 1.04% | 1.23% |
MELIA WEALTH LLC | 08/12/2024 | 379,365 | $9.90 M | 1.96% | 0.84% |
FIRST MANHATTAN CO. LLC. | 08/15/2024 | 360,046 | $9.39 M | -3.56% | 0.80% |
INVESCO LTD. | 08/13/2024 | 344,843 | $9.00 M | 946.28% | 0.77% |
LEGAL & GENERAL GROUP PLC | 08/14/2024 | 338,247 | $8.83 M | 2.81% | 0.75% |
TECTONIC ADVISORS LLC | 08/02/2024 | 280,392 | $7.32 M | 9.23% | 0.62% |
HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 233,219 | $6.08 M | -2.57% | 0.52% |
LPL FINANCIAL LLC | 08/07/2024 | 181,011 | $4.72 M | 17.92% | 0.40% |
GRACE & WHITE INC /NY | 07/22/2024 | 176,597 | $4.61 M | 0.00% | 0.39% |
ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 170,163 | $4.44 M | -0.54% | 0.38% |
MORGAN STANLEY | 10/17/2024 | 165,174 | $4.31 M | -14.02% | 0.37% |
BLACKROCK INC. | 08/13/2024 | 163,946 | $4.28 M | 3.35% | 0.36% |
FRANKLIN RESOURCES INC | 08/14/2024 | 123,615 | $3.23 M | 13.87% | 0.27% |
MCKINLEY CAPITAL MANAGEMENT LLC | 08/12/2024 | 120,509 | $3.14 M | 0.05% | 0.27% |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 114,625 | $2.99 M | -2.79% | 0.25% |
MUZINICH & CO., INC. | 08/07/2024 | 101,955 | $2.66 M | 35.98% | 0.23% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 98,762 | $2.58 M | 4.29% | 0.22% |
TOTAL CLARITY WEALTH MANAGEMENT, INC. | 08/09/2024 | 83,335 | $2.17 M | -14.23% | 0.19% |
MOERUS CAPITAL MANAGEMENT LLC | 08/14/2024 | 82,097 | $2.14 M | 0.00% | 0.18% |
CITADEL ADVISORS LLC | 08/14/2024 | 79,700 | $2.08 M | 139.34% | 0.18% |
AMERIPRISE FINANCIAL INC | 08/14/2024 | 79,531 | $2.07 M | -20.69% | 0.18% |
HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2024 | 75,215 | $1.96 M | 100.00% | 0.17% |
BARCLAYS PLC | 08/14/2024 | 74,820 | $1.95 M | 51.15% | 0.17% |
MARSHALL WACE, LLP | 08/14/2024 | 74,253 | $1.94 M | 100.00% | 0.16% |
HODGES CAPITAL MANAGEMENT INC. | 08/02/2024 | 72,626 | $1.89 M | 0.35% | 0.16% |
ARGENT TRUST CO | 08/12/2024 | 72,481 | $1.89 M | -8.40% | 0.16% |
REDMONT WEALTH ADVISORS LLC | 07/10/2024 | 71,184 | $1.86 M | -9.27% | 0.16% |
BENJAMIN F. EDWARDS & COMPANY, INC. | 08/12/2024 | 69,218 | $1.81 M | 1.84% | 0.15% |
COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 68,298 | $1.78 M | -2.71% | 0.15% |
LEGACY CAPITAL WEALTH PARTNERS, LLC | 08/02/2024 | 68,019 | $1.77 M | 100.00% | 0.15% |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/02/2024 | 67,403 | $1.76 M | 2.98% | 0.15% |
RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 64,874 | $1.69 M | -22.53% | 0.14% |
COZAD ASSET MANAGEMENT INC | 08/02/2024 | 64,778 | $1.69 M | 3.86% | 0.14% |
UBS GROUP AG | 08/14/2024 | 62,119 | $1.62 M | 9.77% | 0.14% |
ROYAL BANK OF CANADA | 08/14/2024 | 60,442 | $1.58 M | -7.21% | 0.13% |
FIRST DALLAS SECURITIES INC. | 08/02/2024 | 54,223 | $1.41 M | 1.45% | 0.12% |
WINTRUST INVESTMENTS LLC | 08/13/2024 | 49,550 | $1.29 M | 23.41% | 0.11% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 49,400 | $1.29 M | -62.58% | 0.11% |
B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 48,983 | $1.28 M | -11.35% | 0.11% |
MML INVESTORS SERVICES, LLC | 08/14/2024 | 45,811 | $1.20 M | 100.00% | 0.10% |
MRAZ, AMERINE & ASSOCIATES, INC. | 08/01/2024 | 45,552 | $1.19 M | -3.17% | 0.10% |
CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 43,228 | $1.13 M | 0.00% | 0.10% |
JUMP FINANCIAL, LLC | 08/14/2024 | 41,364 | $1.08 M | -18.84% | 0.09% |
KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 41,059 | $1.07 M | -6.39% | 0.09% |
Capital Southwest Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CSWC shares?
During the previous two years, 150 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
Moloney Securities Asset Management, LLC: 0
PFG Investments, LLC: 0
MATHER GROUP, LLC.: 0
Inspire Advisors, LLC: 0
TWO SIGMA ADVISERS, LP: 748,300
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 669,838
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What percentage of Capital Southwest Corporation stock is owned by institutional investors?
24.13% of Capital Southwest Corporation stock is owned by institutional investors.
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How much institutional buying is happening at CSWC ?
Institutional investors have bought a total of 8.22 M shares in the last 24 months. This purchase volume represents approximately $197.17 M in transactions.