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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
   Legacy Capital Wealth Partners LLC 116 *Closed 2024-03-31 0 $0 -68,284
   HORIZON ASSET MANAGEMENT INC/NY 316 *Closed 2024-03-31 0 $0 -15,600
   SIMPLEX TRADING LLC 2457 *Closed 2024-03-31 0 $0 -26,844
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2498 *Closed 2024-03-31 0 $0 -11,736
   GOLDMAN SACHS GROUP INC/ 4721 *Closed 2024-03-31 0 $0 -68,682
   MARSHALL WACE LLP 2352 *Closed 2024-03-31 0 $0 -93,744
   Focused Wealth Management Inc 612 *Closed 2024-03-31 0 $0 -250
   Precision Wealth Strategies LLC 103 *Closed 2024-03-31 0 $0 -8,615
   Tradition Wealth Management LLC 1201 *Closed 2024-03-31 0 $0 -236
   D E SHAW & CO INC 3150 *Closed 2024-03-31 0 $0 -17,638
   Quadrature Capital LTD 1409 *Closed 2024-03-31 0 $0 -57,646
   Goss Wealth Management LLC 3916 *Closed 2024-03-31 0 $0 -800
   Morton Brown Family Wealth LLC 254 *Closed 2024-03-31 0 $0 -1,439
   Winton Capital Group Ltd 730 *Closed 2024-03-31 0 $0 -22,704
   ExodusPoint Capital Management LP 1688 *Closed 2024-03-31 0 $0 -22,591
   ADVISORY SERVICES NETWORK, LLC 3525 *Closed 2024-03-31 0 $0 -955
   TUDOR INVESTMENT CORP ET AL 1774 *Closed 2024-03-31 0 $0 -38,298
   Atria Wealth Solutions Inc. 2043 *Closed 2024-03-31 0 $0 -13,670
   Mutual Advisors LLC 1094 *Closed 2024-03-31 0 $0 -8,471
   HUDSON BAY CAPITAL MANAGEMENT LP 722 *Closed 2024-03-31 0 $0 -130,741
   Naples Money Management LLC 438 *Closed 2024-03-31 0 $0 0
   GROUP ONE TRADING, L.P. 2325 *Closed 2024-03-31 0 $0 -11,372
   Rockbridge Investment Management LCC 850 *Closed 2024-03-31 0 $0 0
   VIRTU FINANCIAL LLC 2265 *Closed 2024-03-31 0 $0 -12,547

  24 Records found
  1    
  Page 1 of 1
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