Recent Quarter Total Invested
$535.94 M
Recent Quarter Institutional Ownership Percentage
24.1%
Total Invested of Last Quarter
$290.33 M
Ownership Percentage of Last Quarter
24.37%
Capital Southwest Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 1.15 M | $29.48 M | 8.77% | 2.44% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 675,583 | $17.09 M | 0.86% | 1.43% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 660,600 | $16.71 M | -11.72% | 1.40% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 11/13/2024 | 641,459 | $16.22 M | 0.13% | 1.36% |
| SANDERS MORRIS HARRIS LLC | 10/09/2024 | 636,164 | $16.09 M | -0.83% | 1.35% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 562,079 | $14.21 M | 1.20% | 1.19% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 473,718 | $11.98 M | -15.66% | 1.00% |
| INVESCO LTD. | 11/12/2024 | 399,349 | $10.10 M | 15.81% | 0.85% |
| MELIA WEALTH LLC | 11/14/2024 | 388,750 | $9.83 M | 2.47% | 0.82% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 387,647 | $9.80 M | 146.70% | 0.82% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 332,423 | $8.41 M | -1.72% | 0.70% |
| TECTONIC ADVISORS LLC | 10/23/2024 | 328,834 | $8.32 M | 17.28% | 0.70% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 306,850 | $7.76 M | -14.77% | 0.65% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 209,808 | $5.31 M | -10.04% | 0.44% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 199,049 | $5.03 M | 100.00% | 0.42% |
| LPL FINANCIAL LLC | 11/08/2024 | 191,996 | $4.86 M | 6.07% | 0.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 182,606 | $4.62 M | 7.31% | 0.39% |
| GRACE & WHITE INC /NY | 10/21/2024 | 176,597 | $4.47 M | 0.00% | 0.37% |
| MORGAN STANLEY | 11/14/2024 | 164,461 | $4.16 M | -0.43% | 0.35% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 154,038 | $3.89 M | 24.61% | 0.33% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 128,650 | $3.25 M | 12.24% | 0.27% |
| DENALI ADVISORS LLC | 11/13/2024 | 124,653 | $3.15 M | 100.00% | 0.26% |
| MUZINICH & CO., INC. | 11/06/2024 | 106,072 | $2.68 M | 4.04% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 102,879 | $2.60 M | 4.17% | 0.22% |
| MML INVESTORS SERVICES, LLC | 11/15/2024 | 102,730 | $2.60 M | 124.25% | 0.22% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 98,463 | $2.49 M | 1.29% | 0.21% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 84,456 | $2.14 M | 6.19% | 0.18% |
| ARGENT TRUST CO | 11/13/2024 | 84,356 | $2.13 M | 16.38% | 0.18% |
| MOERUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 82,097 | $2.08 M | 0.00% | 0.17% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 10/21/2024 | 81,955 | $2.07 M | -1.66% | 0.17% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10/21/2024 | 81,129 | $2.05 M | 20.36% | 0.17% |
| BENJAMIN EDWARDS INC | 11/14/2024 | 80,201 | $2.03 M | 970.63% | 0.17% |
| HODGES CAPITAL MANAGEMENT INC. | 11/15/2024 | 78,305 | $1.98 M | 7.82% | 0.17% |
| BARCLAYS PLC | 11/19/2024 | 76,083 | $1.92 M | 1.69% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 74,786 | $1.89 M | 9.50% | 0.16% |
| MARSHALL WACE, LLP | 11/14/2024 | 72,361 | $1.83 M | -2.55% | 0.15% |
| HRT FINANCIAL LP | 11/12/2024 | 71,786 | $1.82 M | 100.00% | 0.15% |
| REDMONT WEALTH ADVISORS LLC | 10/16/2024 | 68,658 | $1.74 M | -3.55% | 0.15% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/04/2024 | 65,164 | $1.65 M | -4.20% | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 63,757 | $1.61 M | -1.72% | 0.14% |
| ROYAL BANK OF CANADA | 11/14/2024 | 62,351 | $1.58 M | 3.16% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 62,100 | $1.57 M | 25.71% | 0.13% |
| COZAD ASSET MANAGEMENT INC | 10/31/2024 | 60,872 | $1.54 M | -6.03% | 0.13% |
| UBS GROUP AG | 11/14/2024 | 57,079 | $1.44 M | -8.11% | 0.12% |
| FIRST DALLAS SECURITIES INC. | 11/18/2024 | 56,512 | $1.43 M | 4.22% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2024 | 46,400 | $1.17 M | -41.78% | 0.10% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 10/23/2024 | 45,244 | $1.14 M | -0.68% | 0.10% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 43,228 | $1.09 M | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 42,385 | $1.07 M | 3.23% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 38,200 | $966,078 | 11.37% | 0.08% |
Capital Southwest Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CSWC shares?
During the previous two years, 194 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 1.15 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 675,583
TWO SIGMA ADVISERS, LP: 660,600
Zuckerman Investment Group, LLC: 641,459
SANDERS MORRIS HARRIS LLC: 636,164
Sound Income Strategies, LLC: 562,079
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What percentage of Capital Southwest Corporation stock is owned by institutional investors?
24.10% 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 12.96 M shares in the last 24 months. This purchase volume represents approximately $303.88 M in transactions.