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Get Institutions for : 
Capital Southwest Corp (CSWC)  
$23.14 0.39 (1.71%) as of 4:30 Thu 7/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    13
Total shares held : 
 16,959,340  
% of shares held : 
 91.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 2,469,232  
% of shares held change : 
   13.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.15  
Last Quarter's Ending Price : 
 $22.32  
Last Quarter's Average Price : 
 $22.58  
Change from last quarter's     
avg. price to the last closing  : 
0.56 (2.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 821,020
 4.84%
 
Increased Positions :
65
 2,820,581
 16.63%
 
Unchanged Positions :
32
 488,281
 2.88%
 
Decreased Positions :
44
-953,941
-5.62%
 
Closed Positions :
19
-218,428
-1.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 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
   SANDERS MORRIS HARRIS INC/FA 3 - 2025-03-31 1,433,064 $31,986,000 618,480
   VAN ECK ASSOCIATES CORP 273 - 2025-03-31 1,166,932 $26,046,000 -23,272
   TWO SIGMA ADVISERS, LLC 306 - 2025-03-31 1,014,900 $22,653,000 240,300
   BALYASNY ASSET MANAGEMENT LLC 471 - 2025-03-31 803,136 $17,926,000 -198,063
   TWO SIGMA INVESTMENTS LLC 486 - 2025-03-31 798,500 $17,823,000 124,722
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 27 - 2025-03-31 686,513 $15,323,000 14,146
   Sound Income Strategies LLC 42 - 2025-03-31 616,016 $13,749,000 37,475
   MILLENNIUM MANAGEMENT LLC 1366 - 2025-03-31 488,992 $10,914,000 231,614
   TECTONIC ADVISORS LLC 38 - 2025-03-31 440,473 $9,831,000 42,465
   ASSET MANAGEMENT INVESTORS LLC 37 - 2025-03-31 427,020 $9,531,000 -245,448
   Melia Wealth LLC 10 - 2025-03-31 422,308 $9,426,000 20,727
   Beacon Pointe Advisors LLC 183 - 2025-03-31 414,489 $9,251,000 -75,802
   HARBOR CAPITAL ADVISORS INC. 64 - 2025-03-31 403,826 $9,013,000 4,939
   CITADEL ADVISORS LLC 1425 - 2025-03-31 333,417 $7,442,000 213,100
   LEGAL & GENERAL GROUP PLC 1339 - 2025-03-31 318,173 $7,102,000 7,888
   RAYMOND JAMES FINANCIAL INC 2109 - 2025-03-31 300,600 $6,709,000 105,845
   FRANKLIN RESOURCES INC 1163 - 2025-03-31 298,623 $6,665,000 91,293
   UBS Group AG 2712 - 2025-03-31 296,877 $6,626,000 194,471
   FIRST MANHATTAN CO 187 - 2025-03-31 287,136 $6,409,000 -14,814
   BlackRock Inc. 3379 - 2025-03-31 261,831 $5,844,000 28,311
   GOLDMAN SACHS GROUP INC/ 2611 - 2025-03-31 257,672 $5,751,000 183,313
   EPIQ PARTNERS LLC 10 *New 2025-03-31 255,400 $5,701,000 255,400
   MARSHALL WACE LLP 916 - 2025-03-31 248,748 $5,552,000 146,263
   Qube Research & Technologies Ltd 1171 - 2025-03-31 236,766 $5,285,000 39,137
   LPL FINANCIAL CORP 2215 - 2025-03-31 197,678 $4,412,000 28,624
   GRACE & WHITE INC /NY 35 - 2025-03-31 176,597 $3,942,000 0
   MORGAN STANLEY 4089 - 2025-03-31 159,798 $3,567,000 -53,650
   BARCLAYS PLC 1638 - 2025-03-31 153,470 $3,426,000 76,034
   FIXED INCOME SECURITIES INC 422 - 2025-03-31 148,565 $3,316,000 -978
   Muzinich & Co. Inc. 16 - 2025-03-31 137,371 $3,066,000 26,949
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 771 - 2025-03-31 134,178 $2,995,000 31,299
   Hennion & Walsh Asset Management Inc. 202 - 2025-03-31 129,273 $2,885,000 -50,153
   Schonfeld Strategic Advisors LLC 713 - 2025-03-31 117,543 $2,624,000 14,500
   DENALI ADVISORS LLC 104 - 2025-03-31 116,404 $2,598,000 11,908
   Foundations Investment Advisors LLC 271 - 2025-03-31 106,671 $2,381,000 5,437
   CONFLUENCE INVESTMENT MANAGEMENT LLC 150 - 2025-06-30 102,107 $2,250,000 585
   Change Path LLC 297 *New 2025-03-31 92,019 $2,054,000 92,019
   HODGES CAPITAL MANAGEMENT INC. - 2025-03-31 91,760 $2,048,000 7
   AMERIPRISE FINANCIAL INC 2803 - 2025-03-31 90,651 $2,024,000 -586
   HRT FINANCIAL LLC 695 - 2025-03-31 87,696 $1,957,000 -39,004
   BENJAMIN EDWARDS INC 424 - 2025-03-31 84,780 $1,892,000 2,405
   Naviter Wealth LLC 122 - 2025-03-31 81,753 $1,881,000 -1,778
   Argent Trust Co 233 - 2025-03-31 80,816 $1,804,000 2,818
   COMMONWEALTH EQUITY SERVICES LLC. 1973 - 2025-03-31 77,540 $1,731,000 6,428
   Moerus Capital Management LLC 14 - 2025-03-31 73,983 $1,651,000 0
   Cetera Investment Advisers 1875 - 2025-03-31 71,944 $1,606,000 18,420
   FIRST DALLAS SECURITIES INC. 38 - 2025-03-31 71,925 $1,605,000 4,817
   Sovereigns Capital Management LLC 40 - 2025-03-31 70,370 $1,571,000 2,795
   ROYAL BANK OF CANADA 2754 - 2025-03-31 69,139 $1,544,000 8,188
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1001 *New 2025-03-31 65,724 $1,467,000 65,724
   BANK OF AMERICA CORP /DE/ 4011 - 2025-03-31 61,627 $1,376,000 43,917
   QUANTBOT TECHNOLOGIES LLC 576 - 2025-03-31 61,553 $1,374,000 24,922
   Legacy Capital Wealth Partners LLC 59 - 2025-03-31 60,238 $1,345,000 -2,064
   Total Clarity Wealth Management Inc. 71 - 2025-03-31 56,305 $1,229,000 0
   Cubist Systematic Strategies LLC 831 - 2025-03-31 54,015 $1,206,000 54,015
   REDMONT WEALTH ADVISORS LLC 8 - 2025-03-31 53,623 $1,197,000 -13,316
   NATIONAL ASSET MANAGEMENT, INC. 426 - 2024-12-31 50,626 $1,105,000 3,941
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1407 - 2025-03-31 48,247 $1,080,000 13,253
   COZAD ASSET MANAGEMENT INC 187 - 2025-03-31 47,151 $1,052,000 5,317
   Kestra Advisory Services LLC 1355 - 2025-03-31 46,888 $1,047,000 2,197
   SMH CAPITAL ADVISORS INC 5 - 2025-03-31 45,981 $1,026,000 -1,062
   ENVESTNET ASSET MANAGEMENT INC 3126 - 2025-03-31 45,383 $1,013,000 -24,927
   PHOENIX INVESTMENT COUNSEL INC 155 *New 2025-03-31 44,164 $986,000 44,164
   MRAZ, AMERINE & ASSOCIATES, INC. 82 - 2025-03-31 43,732 $978,000 211
   Cornerstone Wealth Management LLC 252 - 2025-03-31 42,319 $945,000 3,153
   CALDWELL SUTTER CAPITAL INC. 58 - 2025-03-31 41,728 $931,000 -700
   FJ Capital Management LLC 88 *New 2025-03-31 40,081 $895,000 40,081
   Sunbelt Securities Inc. 212 - 2025-03-31 39,229 $876,000 2,014
   ExodusPoint Capital Management LP 896 *New 2025-03-31 39,100 $873,000 39,100
   BNP PARIBAS ARBITRAGE SA 1995 - 2025-03-31 38,238 $853,000 34,738
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3527 - 2025-03-31 37,587 $839,000 20,364
   VERITION FUND MANAGEGMENT LLC 1733 *New 2025-03-31 33,774 $754,000 33,774
   J P MORGAN CHASE & CO 3569 - 2025-03-31 32,951 $735,000 -6,308
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2064 - 2025-03-31 32,481 $725,000 -826
   INVESCO LTD 2970 - 2025-03-31 27,909 $623,000 -3,584
   AlphaCore Capital LLC 234 *New 2025-03-31 27,810 $621,000 27,810
   Advisor Group Holdings Inc. 2687 - 2025-03-31 26,255 $586,000 3,207
   Autumn Glory Partners LLC 97 - 2025-03-31 26,000 $580,000 6,000
   D E SHAW & CO INC 2266 - 2025-03-31 25,574 $571,000 -76,064
   Global Retirement Partners LLC 597 - 2024-12-31 25,581 $558,000 -10,948
   Samalin Investment Counsel LLC 144 - 2025-03-31 23,955 $535,000 1,251
   Aquatic Capital Management LLC 761 - 2025-03-31 23,177 $517,000 -35,687
   GUGGENHEIM CAPITAL LLC 1182 - 2025-03-31 23,104 $516,000 -508
   Northeast Financial Consultants Inc 201 *New 2025-03-31 21,867 $488,000 21,867
   Apollon Wealth Management LLC 764 - 2025-03-31 21,498 $480,000 817
   CAMPBELL & CO INVESTMENT ADVISER LLC 697 - 2025-03-31 21,362 $477,000 -13,738
   CATALYST CAPITAL ADVISORS LLC 179 - 2025-03-31 20,000 $446,000 0
   MARINER WEALTH ADVISORS, LLC 2301 - 2025-03-31 19,697 $440,000 4,783
   Engineers Gate Manager LP 1524 *New 2025-03-31 19,587 $437,000 19,587
   GRIMES & COMPANY INC 254 *New 2025-03-31 18,599 $415,000 18,599
   DEARBORN PARTNERS LLC 181 - 2025-03-31 18,424 $411,000 -531
   MONTICELLO WEALTH MANAGEMENT LLC 160 - 2025-03-31 18,272 $408,000 0
   LBMC INVESTMENT ADVISORS, LLC 117 - 2025-03-31 18,250 $407,000 0
   Goss Wealth Management LLC 1677 - 2025-03-31 18,158 $405,000 -971
   Vident Advisory LLC 1140 - 2025-03-31 17,997 $402,000 7,576
   BARD ASSOCIATES INC 125 - 2025-03-31 17,256 $385,000 0
   Lansforsakringar Fondforvaltning AB (publ) 547 *New 2025-03-31 16,133 $360,000 16,133
   BNP PARIBAS ARBITRAGE SA 2536 *New 2024-12-31 16,407 $358,000 16,407
   U.S. Capital Wealth Advisors LLC 648 - 2025-03-31 16,015 $357,000 15
   Mutual Advisors LLC 838 *New 2025-03-31 17,379 $352,000 17,379
  100 Records found
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