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Get Institutions for : 
Capital Southwest Corp (CSWC)  
$26.50 0.30 (1.15%) as of 4:30 Mon 5/20


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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  : 
4.19 (18.78%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FRANKLIN RESOURCES INC 1491 *New 2024-03-31 108,560 $2,710,000 108,560
   FJ Capital Management LLC 61 *New 2024-03-31 82,205 $2,052,000 82,205
   BENJAMIN F. EDWARDS & COMPANY INC. 385 *New 2024-03-31 67,965 $1,696,000 67,965
   Schonfeld Strategic Advisors LLC 905 *New 2024-03-31 63,500 $1,585,000 63,500
   COZAD ASSET MANAGEMENT INC 145 *New 2024-03-31 62,370 $1,557,000 62,370
   JANE STREET GROUP LLC 2585 *New 2024-03-31 60,059 $1,499,000 60,059
   HARBOR CAPITAL ADVISORS INC. 199 *New 2024-03-31 42,083 $1,050,000 42,083
   WAYNE HUMMER INVESTMENTS L.L.C. 188 *New 2024-03-31 40,150 $1,002,000 40,150
   Cubist Systematic Strategies LLC 1178 *New 2024-03-31 37,647 $940,000 37,647
   Trexquant Investment LP 977 *New 2024-03-31 33,855 $845,000 33,855
   DEARBORN PARTNERS LLC 180 *New 2024-03-31 16,483 $411,000 16,483
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3836 *New 2024-03-31 14,167 $354,000 14,167
   SG AMERICAS SECURITIES LLC 1355 *New 2024-03-31 14,079 $351,000 14,079
   FINANCIAL NETWORK 2196 *New 2024-03-31 13,419 $335,000 13,419
   VIRTU FINANCIAL LLC 604 *New 2023-12-31 12,547 $297,000 12,547
   COLONY GROUP LLC 706 *New 2023-09-30 9,679 $222,000 9,679
   Concurrent Investment Advisors LLC 765 *New 2024-03-31 8,746 $218,000 8,746
   PFG Investments LLC 902 *New 2024-03-31 8,078 $202,000 8,078
   BENJAMIN EDWARDS INC 333 *New 2024-03-31 7,753 $194,000 7,753
   Glass Jacobson Investment Advisors llc 224 *New 2024-03-31 6,975 $174,000 6,975
   Atlantic Trust Group LLC 1774 *New 2024-03-31 1,550 $38,000 1,550
   Cape Investment Advisory Inc. 442 *New 2023-12-31 1,328 $31,000 1,328
   EntryPoint Capital LLC 978 *New 2024-03-31 1,112 $28,000 1,112
   Geneos Wealth Management Inc. 1453 *New 2024-03-31 600 $15,000 600
   Ahrens Investment Partners LLC 547 *New 2023-03-31 800 $14,000 800
   Raleigh Capital Management Inc. 521 *New 2024-03-31 500 $12,000 500
   Johnson Midwest Financial LLC 248 *New 2023-09-30 250 $6,000 250
   nVerses Capital LLC 582 *New 2024-03-31 200 $5,000 200
   PRINCIPAL SECURITIES INC. 3333 *New 2024-03-31 14 $0 14

  29 Records found
  1    
  Page 1 of 1
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