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Get Institutions for : 
Capital Southwest Corp (CSWC)  
$26.13 0.21 (0.81%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 132    17
Total shares held : 
 10,025,854  
% of shares held : 
 53.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 1,108,355  
% of shares held change : 
   5.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.72  
Last Quarter's Ending Price : 
 $24.96  
Last Quarter's Average Price : 
 $24.38  
Change from last quarter's     
avg. price to the last closing  : 
1.75 (7.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 697,912
 6.96%
 
Increased Positions :
52
 1,518,253
 15.14%
 
Unchanged Positions :
23
 1,002,745
 10%
 
Decreased Positions :
27
-254,627
-2.54%
 
Closed Positions :
13
-853,183
-8.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GRACE & WHITE INC /NY 32 - 2024-03-31 176,597 $4,408,000 0
   Muzinich & Co. Inc. 18 - 2024-03-31 74,979 $1,777,000 0
   CALDWELL SUTTER CAPITAL INC. 54 - 2024-03-31 43,228 $1,079,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 953 - 2023-09-30 45,990 $1,053,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 165 - 2024-03-31 18,272 $456,000 0
   PNC FINANCIAL SERVICES GROUP INC 1677 - 2024-03-31 15,972 $399,000 0
   Core Wealth Partners LLC 92 - 2024-03-31 11,520 $288,000 0
   GEODE CAPITAL MANAGEMENT LLC 3817 - 2024-03-31 11,251 $281,000 0
   BROWN ADVISORY HOLDINGS INC 1099 - 2024-03-31 10,700 $267,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 713 - 2024-03-31 9,866 $246,000 0
   COMERICA BANK 2342 - 2024-03-31 7,115 $178,000 0
   Washington Trust Advisors Inc. 227 - 2024-03-31 5,000 $125,000 0
   Capital Analysts Inc. 619 - 2024-03-31 2,484 $62,000 0
   TCTC HOLDINGS, LLC 299 - 2024-03-31 2,136 $53,000 0
   PROEQUITIES INC. 1169 - 2024-03-31 2,050 $51,000 0
   TOTH FINANCIAL ADVISORY CORP 412 - 2024-03-31 600 $15,000 0
   QUADRANT CAPITAL GROUP LLC 2082 - 2024-03-31 456 $11,000 0
   TOMPKINS FINANCIAL CORP 513 - 2024-03-31 355 $9,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1495 - 2024-03-31 304 $8,000 0
   Spectrum Wealth Counsel LLC 306 - 2024-03-31 230 $6,000 0
   DELTA ASSET MANAGEMENT LLC/TN 577 - 2024-03-31 70 $2,000 0
   Financial Synergies Wealth Advisors Inc. 392 - 2024-03-31 20 $1,000 0
   HUNTINGTON NATIONAL BANK 3047 - 2024-03-31 2 $0 0
   Naples Money Management LLC 438 *Closed 2024-03-31 0 $0 0
   Rockbridge Investment Management LCC 850 *Closed 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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