CSWC
Capital Southwest Corporation
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wolverine Asset Management Llc | $23.5M | 22.88M | 0.16% | +54.3% |
Sound Income Strategies, Llc | $20.8M | 876.0K | 0.93% | -6.2% |
Sanders Morris Harris Llc | $15.4M | 665.7K | 2.04% | -12.4% |
Asset One Wealth Management Llc | $12.8M | 149.2K | 1.10% | +4.0% |
Kestra Advisory Services, Llc | $10.5M | 174.7K | 0.03% | +16.2% |
Muzinich & Co., Inc. | $10.5M | 453.1K | 3.48% | +4.0% |
Columbus Macro, Llc | $9.2M | 398.0K | 0.90% | +6.2% |
Tectonic Advisors Llc | $8.7M | 377.5K | 0.40% | +6.2% |
Income Research & Management | $7.7M | 7.43M | 4.69% | -19.5% |
Sumitomo Mitsui Trust Group, Inc. | $6.8M | 293.8K | 0.00% | +0.7% |
Epiq Partners, Llc | $6.7M | 289.3K | 2.88% | -1.6% |
Womack Financial Llc | $5.5M | 239.3K | 3.64% | +3.8% |
Cambridge Investment Research Advisors, Inc. | $4.4M | 98.3K | 0.01% | -13.8% |
Grace & White Inc /Ny | $3.7M | 159.7K | 0.61% | Unchanged |
Commonwealth Equity Services, Llc | $3.4M | 62.5K | 0.00% | -30.6% |
Graniteshares Advisors Llc | $3M | 128.4K | 1.95% | +1.6% |
Smh Capital Advisors Inc | $2.8M | 1.02M | 7.05% | +6.0% |
Confluence Investment Management Llc | $2.4M | 104.6K | 0.03% | +9.7% |
Independent Financial Group, Llc | $2.1M | 91.9K | 0.04% | +55.5% |
Legacy Capital Wealth Partners, Llc | $1.8M | 78.6K | 0.38% | +5.3% |
Pekin Hardy Strauss, Inc. | $1.8M | 20.6K | 0.16% | +0.2% |
Creative Planning | $1.6M | 27.5K | 0.00% | +1.6% |
Hennion & Walsh Asset Management, Inc. | $1.6M | 70.8K | 0.05% | +13.6% |
B. Riley Wealth Advisors, Inc. | $1.6M | 67.1K | 0.06% | -3.9% |
Bayshore Capital Advisors, Llc | $1.4M | 61.3K | 0.73% | +26.9% |
Catalyst Capital Advisors Llc | $1.1M | 49.0K | 0.02% | Unchanged |
Harel Insurance Investments & Financial Services Ltd. | $1.1M | 12.8K | 0.01% | New Position |
Gen Financial Management, Inc. | $1M | 44.1K | 0.55% | +65.9% |
Symphony Financial, Ltd. Co. | $1M | 43.4K | 0.09% | +3.0% |
Brookstone Capital Management | $982K | 42.5K | 0.01% | +9.7% |
Apollon Wealth Management, Llc | $538K | 23.3K | 0.01% | +2.6% |
Succession Financial, Inc. | $489K | 464.0K | 0.47% | -0.2% |
Wedbush Securities Inc | $467K | 20.2K | 0.01% | +4.7% |
Mraz, Amerine & Associates, Inc. | $448K | 19.4K | 0.07% | -11.9% |
1900 Wealth Management Llc | $423K | 18.3K | 0.02% | Unchanged |
Fcg Investment Co | $404K | 17.5K | 0.13% | +27.0% |
Eagle Global Advisors Llc | $314K | 13.6K | 0.01% | +0.4% |
Generali Investments Cee, Investicni Spolecnost, A.S. | $303K | 12.8K | 0.01% | Unchanged |
Core Wealth Partners Llc | $295K | 12.8K | 0.12% | +3.6% |
Accel Wealth Management | $290K | 12.5K | 0.06% | +0.1% |
Spectrum Advisors, Inc. | $284K | 3.3K | 0.20% | Unchanged |
Kitching Partners, Llc | $258K | 3.0K | 0.19% | Unchanged |
Proshare Advisors Llc | $248K | 10.7K | 0.00% | -5.5% |
Mackenzie Financial Corp | $243K | 10.5K | 0.00% | Unchanged |
Total Clarity Wealth Management, Inc. | $238K | 10.3K | 0.05% | New Position |
Aegon Usa Investment Management, Llc | $191K | 185.0K | 0.14% | Unchanged |
Leonteq Securities Ag | $190K | 8.2K | 0.01% | +17.1% |
Golden State Wealth Management, Llc | $123K | 1.4K | 0.01% | Unchanged |
Rakuten Securities, Inc. | $123K | 1.4K | 0.03% | -37.3% |
Wealthstar Advisors, Llc | $114K | 108.0K | 0.03% | Unchanged |