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Get Institutions for : 
Capital Southwest Corp (CSWC)  
$25.58 0.24 (0.95%) as of 4:30 Fri 5/31


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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 : 
 $22.34  
Last Quarter's Ending Price : 
 $23.70  
Last Quarter's Average Price : 
 $22.31  
Change from last quarter's     
avg. price to the last closing  : 
3.27 (14.66%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 29 - 2024-03-31 669,313 $16,706,000 -112,673
   FIRST MANHATTAN CO 160 - 2024-03-31 373,325 $9,319,000 -3,169
   Melia Wealth LLC 12 - 2024-03-31 372,073 $9,287,000 -310,264
   Hennion & Walsh Asset Management Inc. 61 - 2024-03-31 239,376 $5,975,000 -7,924
   BLACKROCK INC. 3555 - 2024-03-31 158,635 $3,960,000 -32,417
   MCKINLEY CAPITAL MANAGEMENT INC /AK 83 - 2024-03-31 120,451 $3,006,000 -2,097
   AMERIPRISE FINANCIAL INC 2688 - 2024-03-31 100,278 $2,503,000 -58,737
   CONFLUENCE INVESTMENT MANAGEMENT LLC 167 - 2024-03-31 95,774 $2,391,000 -621
   RAYMOND JAMES & ASSOCIATES 2121 - 2024-03-31 83,736 $2,090,000 -20,008
   Moerus Capital Management LLC 15 - 2024-03-31 82,097 $2,049,000 -13,633
   REDMONT WEALTH ADVISORS LLC 8 - 2024-03-31 78,460 $1,958,000 -1,465
   MILLENNIUM MANAGEMENT LLC 2496 - 2024-03-31 76,666 $1,914,000 -22,165
   ROYAL BANK OF CANADA 2656 - 2024-03-31 65,138 $1,626,000 -1,330
   MRAZ, AMERINE & ASSOCIATES, INC. 73 - 2024-03-31 47,044 $1,174,000 -2,886
   OPPENHEIMER & CO INC 741 - 2024-03-31 39,899 $996,000 -755
   WELLS FARGO & CO/MN 3030 - 2024-03-31 37,570 $938,000 -9,799
   INVESCO LTD 2986 - 2024-03-31 32,959 $823,000 -347,992
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1599 - 2024-03-31 27,606 $689,000 -8,685
   ENVESTNET ASSET MANAGEMENT INC 3270 - 2024-03-31 25,419 $634,000 -6,498
   All Season Financial Advisors Inc. 56 - 2024-03-31 22,788 $569,000 -5,959
   CI Private Wealth LLC 1613 - 2024-03-31 20,342 $508,000 -4,637
   BARD ASSOCIATES INC 125 - 2024-03-31 18,180 $454,000 -330
   QUANTBOT TECHNOLOGIES LLC 794 - 2024-03-31 17,090 $427,000 -9,242
   US BANCORP 1676 - 2024-03-31 14,664 $366,000 -164
   HIGHTOWER ADVISORS, LLC 2634 - 2024-03-31 12,052 $300,000 -20,234
   Squarepoint Ops LLC 1954 - 2024-03-31 10,983 $274,000 -556
   Good Life Advisors LLC 374 - 2024-03-31 10,557 $263,000 -726
   COLONY GROUP, LLC 905 - 2024-03-31 8,879 $222,000 -250
   Inspire Advisors LLC 333 - 2024-03-31 8,031 $200,000 -529
   USA Financial Portformulas Corp 241 - 2024-03-31 1,908 $48,000 -83
   Global Retirement Partners LLC 1962 - 2024-03-31 531 $13,000 -510
   Venturi Wealth Management LLC 1294 - 2024-03-31 44 $1,000 -22
   FMR LLC 5018 - 2024-03-31 1 $0 -1
  33 Records found
  1    
  Page 1 of 1
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