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CSWC - Capital Southwest Corp Stock Price, Fair Value and News
26.22
USD
+0.23
(+0.88%)
Market Closed
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CSWC
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Funds-Owners-Holders
Which funds bought or sold CSWC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
55,254
2024-05-16
Colony Group, LLC
REDUCED
Premium
Premium
Premium
Premium
8,879
2024-05-16
JANE STREET GROUP, LLC
NEW
Premium
Premium
Premium
Premium
60,059
2024-05-16
Beacon Capital Management, LLC
NEW
Premium
Premium
Premium
Premium
397
2024-05-16
COMERICA BANK
UNCHANGED
Premium
Premium
Premium
Premium
7,115
2024-05-15
D. E. Shaw & Co., Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
CITADEL ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
117,745
2024-05-15
GOLDMAN SACHS GROUP INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
65,138
2024-05-15
TWO SIGMA INVESTMENTS, LP
ADDED
Premium
Premium
Premium
Premium
398,721
2024-05-15
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
REDUCED
Premium
Premium
Premium
Premium
669,313
2024-05-15
EVERGREEN CAPITAL MANAGEMENT LLC
UNCHANGED
Premium
Premium
Premium
Premium
9,866
2024-05-15
MILLENNIUM MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
76,666
2024-05-15
MARSHALL WACE, LLP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Mariner, LLC
ADDED
Premium
Premium
Premium
Premium
16,131
2024-05-15
Hudson Bay Capital Management LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Zuckerman Investment Group, LLC
ADDED
Premium
Premium
Premium
Premium
643,120
2024-05-15
TWO SIGMA ADVISERS, LP
ADDED
Premium
Premium
Premium
Premium
385,800
2024-05-15
Tower Research Capital LLC (TRC)
ADDED
Premium
Premium
Premium
Premium
3,594
2024-05-15
Cetera Advisors LLC
ADDED
Premium
Premium
Premium
Premium
28,793
2024-05-15
Cetera Advisor Networks LLC
NEW
Premium
Premium
Premium
Premium
13,419
2024-05-15
Mraz, Amerine & Associates, Inc.
REDUCED
Premium
Premium
Premium
Premium
47,044
2024-05-15
Virtus ETF Advisers LLC
ADDED
Premium
Premium
Premium
Premium
25,319
2024-05-15
Cubist Systematic Strategies, LLC
NEW
Premium
Premium
Premium
Premium
37,647
2024-05-15
Squarepoint Ops LLC
REDUCED
Premium
Premium
Premium
Premium
10,983
Rows per page:
10
25
50
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1–25 of 174
Which funds are the top buyers of CSWC?
Fund Name
# Shares
$ Value
% Port.
VAN ECK ASSOCIATES CORP
847,225
21,147,000
0.03%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
669,313
16,706,100
0.95%
SANDERS MORRIS HARRIS LLC
644,206
16,079,400
2.95%
Zuckerman Investment Group, LLC
643,120
16,052,300
1.82%
Sound Income Strategies, LLC
549,655
13,719,400
1.02%
Beacon Pointe Advisors, LLC
437,389
10,917,200
0.12%
TWO SIGMA INVESTMENTS, LP
398,721
9,952,080
0.02%
TWO SIGMA ADVISERS, LP
385,800
9,629,570
0.02%
FIRST MANHATTAN CO. LLC.
373,325
9,318,720
0.03%
Melia Wealth LLC
372,073
9,286,940
5.22%
Rows per page:
10
1–10 of 95
Which funds have put a big percent of portfolio in CSWC?
Fund Name
$ Value
% Port.
Melia Wealth LLC
9,286,940
5.22%
SANDERS MORRIS HARRIS LLC
16,079,400
2.95%
Golden Green, Inc.
2,804,820
2.88%
REDMONT WEALTH ADVISORS LLC
1,958,370
2.71%
Zuckerman Investment Group, LLC
16,052,300
1.82%
Muzinich & Co., Inc.
1,777,000
1.18%
SMH CAPITAL ADVISORS INC
433,016
1.17%
Sound Income Strategies, LLC
13,719,400
1.02%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
16,706,100
0.95%
Total Clarity Wealth Management, Inc.
2,425,110
0.84%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold CSWC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
SANDERS MORRIS HARRIS LLC
16,079,400
FRANKLIN RESOURCES INC
2,709,660
CONFLUENCE INVESTMENT MANAGEMENT LLC
2,390,520
FJ Capital Management LLC
2,051,840
Farmer Steven Patrick
1,993,000
BENJAMIN F. EDWARDS & COMPANY, INC.
1,696,000
Schonfeld Strategic Advisors LLC
1,584,960
COZAD ASSET MANAGEMENT INC
1,556,760
Additions
Fund Name
% Increased
BARCLAYS PLC
7,598
Blue Trust, Inc.
1,500
Tower Research Capital LLC (TRC)
228
HRT FINANCIAL LP
182
Cetera Advisors LLC
127
MORGAN STANLEY
114
Larson Financial Group LLC
101
BANK OF AMERICA CORP /DE/
101
Reductions
Fund Name
% Reduced
Invesco Ltd.
-91.35
HighTower Advisors, LLC
-62.67
FMR LLC
-50.00
Global Retirement Partners, LLC
-48.99
Melia Wealth LLC
-45.47
AMERIPRISE FINANCIAL INC
-36.94
Quantbot Technologies LP
-35.1
Venturi Wealth Management, LLC
-33.33
Sold off
Fund Name
$ Sold
Hudson Bay Capital Management LP
-3,098,560
MARSHALL WACE, LLP
-2,221,730
GOLDMAN SACHS GROUP INC
-1,627,760
Legacy Capital Wealth Partners, LLC
-1,618,340
Quadrature Capital Ltd
-1,366,210
Tudor Investment Corp Et Al
-907,663
Cetera Investment Advisers
-833,778
SIMPLEX TRADING, LLC
-636,000