Capital Southwest Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 1.19 M | $25.97 M | 3.30% | 2.46% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 1.00 M | $21.85 M | 100.00% | 2.12% |
| SANDERS MORRIS HARRIS LLC | 01/15/2025 | 814,584 | $17.58 M | 28.05% | 1.69% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 774,600 | $16.90 M | 17.26% | 1.64% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 673,778 | $14.70 M | 42.23% | 1.43% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 02/13/2025 | 672,468 | $14.98 M | 4.83% | 1.39% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 672,367 | $14.67 M | -0.48% | 1.39% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 578,541 | $12.62 M | 2.93% | 1.20% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 490,291 | $10.70 M | 1,481.58% | 1.04% |
| MELIA WEALTH LLC | 02/13/2025 | 401,581 | $8.76 M | 3.30% | 0.83% |
| HARBOR CAPITAL ADVISORS, INC. | 01/10/2025 | 398,887 | $8.70 M | 2.90% | 0.83% |
| TECTONIC ADVISORS LLC | 01/27/2025 | 398,008 | $8.68 M | 21.04% | 0.82% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 310,285 | $6.77 M | -6.66% | 0.66% |
| FIRST MANHATTAN CO. LLC. | 02/14/2025 | 301,950 | $6.59 M | -1.60% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 257,378 | $5.62 M | 100.00% | 0.54% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 233,520 | $5.10 M | 17.32% | 0.48% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 207,330 | $4.52 M | 34.60% | 0.43% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 197,629 | $4.31 M | 100.00% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 194,755 | $4.25 M | 100.00% | 0.40% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 179,426 | $3.92 M | -14.48% | 0.37% |
| GRACE & WHITE INC /NY | 01/29/2025 | 176,597 | $3.85 M | 0.00% | 0.37% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 149,543 | $3.26 M | -18.11% | 0.32% |
| HRT FINANCIAL LP | 02/14/2025 | 126,700 | $2.76 M | 76.50% | 0.27% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 119,721 | $2.61 M | 16.54% | 0.25% |
| MUZINICH & CO., INC. | 02/05/2025 | 110,422 | $2.41 M | 4.10% | 0.23% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 103,043 | $2.25 M | 100.00% | 0.22% |
| MARSHALL WACE, LLP | 02/13/2025 | 102,485 | $2.24 M | 41.63% | 0.22% |
| UBS GROUP AG | 02/14/2025 | 102,406 | $2.23 M | 79.41% | 0.22% |
| DENALI ADVISORS LLC | 02/04/2025 | 104,496 | $2.28 M | -16.17% | 0.22% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 101,638 | $2.22 M | 100.00% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 102,879 | $2.24 M | 0.00% | 0.21% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 01/22/2025 | 101,234 | $2.21 M | 24.78% | 0.21% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 100,242 | $2.19 M | 1.81% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 93,700 | $2.04 M | 50.89% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 91,237 | $1.99 M | 8.03% | 0.19% |
| HODGES CAPITAL MANAGEMENT INC. | 01/24/2025 | 91,753 | $2.00 M | 17.17% | 0.19% |
| BENJAMIN EDWARDS INC | 02/14/2025 | 82,375 | $1.80 M | 2.71% | 0.17% |
| NAVITER WEALTH, LLC | 02/07/2025 | 83,531 | $1.82 M | 100.00% | 0.17% |
| BARCLAYS PLC | 02/13/2025 | 77,436 | $1.69 M | 1.78% | 0.16% |
| ARGENT TRUST CO | 02/13/2025 | 77,998 | $1.70 M | -7.54% | 0.16% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 74,359 | $1.62 M | 480.34% | 0.16% |
| DLD ASSET MANAGEMENT, LP | 02/12/2025 | 75,000 | $1.64 M | 100.00% | 0.16% |
| MOERUS CAPITAL MANAGEMENT LLC | 02/13/2025 | 73,983 | $1.61 M | -9.88% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 70,310 | $1.53 M | 457.35% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 71,112 | $1.55 M | -4.91% | 0.15% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 02/14/2025 | 67,575 | $1.47 M | 100.00% | 0.14% |
| FIRST DALLAS SECURITIES INC. | 01/24/2025 | 67,108 | $1.46 M | 18.75% | 0.14% |
| REDMONT WEALTH ADVISORS LLC | 01/17/2025 | 66,939 | $1.46 M | -2.50% | 0.14% |
| ROYAL BANK OF CANADA | 02/14/2025 | 60,951 | $1.33 M | -2.25% | 0.13% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/30/2025 | 62,302 | $1.36 M | -4.39% | 0.13% |
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Capital Southwest Corporation institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 1.19 M
BALYASNY ASSET MANAGEMENT L.P.: 1 M
SANDERS MORRIS HARRIS LLC: 814,584
TWO SIGMA ADVISERS, LP: 774,600
TWO SIGMA INVESTMENTS, LP: 673,778
Zuckerman Investment Group, LLC: 672,468
30.15% of Capital Southwest Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 15.99 M shares in the last 24 months. This purchase volume represents approximately $354.38 M in transactions.