Also trades as: CSWCZ (NASDAQ) · $vol 0M
CSWC Smart Money
Capital Southwest Corporation
1W: +1.7%
1M: -3.9%
3M: -0.3%
YTD: +7.2%
1Y: +11.8%
3Y: +32.6%
5Y: +49.6%
$23.52
+0.22 (+0.94%)
Weekly Expected Move ±2.1%
$23
$23
$24
$24
$25
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🏦 Institutional Activity
Latest: Q2 2026204
Institutions Holding
+12 vs prior
28.4%
Ownership
+4.17%
36
New
72
Increased
66
Reduced
12
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Thomas William R III | director | P-Purchase | 2,170 | $23.04 | $50K | Filing |
| 2026-08-10 | Brooks David R | director | A-Grant/Award | 1,989 | $— | $0 | Filing |
| 2026-08-10 | BATTIST CHRISTINE | director | A-Grant/Award | 1,989 | $— | $0 | Filing |
| 2026-08-10 | FURST JACK D | director | A-Grant/Award | 1,989 | $— | $0 | Filing |
| 2026-08-10 | Rogers-Windsor Ramona Lynn | director | A-Grant/Award | 1,989 | $— | $0 | Filing |
| 2026-08-10 | Thomas William R III | director | A-Grant/Award | 1,989 | $— | $0 | Filing |
| 2026-06-30 | Rogers-Windsor Ramona Lynn | director | P-Purchase | 211 | $23.70 | $5K | Filing |
| 2026-06-17 | BATTIST CHRISTINE | director | P-Purchase | 860 | $23.23 | $20K | Filing |
| 2026-06-10 | Weinstein Joshua S. | officer: senior managing director & cio | F-Tax Withholding | 9,588 | $23.54 | $226K | Filing |
| 2026-06-10 | Rehberger Chris | officer: chief financial officer | F-Tax Withholding | 3,688 | $23.54 | $87K | Filing |
| 2026-06-10 | Sarner Michael Scott | officer: president and ceo | F-Tax Withholding | 11,705 | $23.54 | $276K | Filing |
| 2026-06-09 | Weinstein Joshua S. | officer: senior managing director & cio | F-Tax Withholding | 11,349 | $23.28 | $264K | Filing |
| 2026-06-09 | Weinstein Joshua S. | officer: senior managing director & cio | A-Grant/Award | 100,000 | $— | $0 | Filing |
| 2026-06-09 | Rehberger Chris | officer: chief financial officer | F-Tax Withholding | 4,492 | $23.28 | $105K | Filing |
| 2026-06-09 | Rehberger Chris | officer: chief financial officer | A-Grant/Award | 75,000 | $— | $0 | Filing |
| 2026-06-09 | Sarner Michael Scott | officer: president and ceo | F-Tax Withholding | 13,765 | $23.28 | $320K | Filing |
| 2026-06-09 | Sarner Michael Scott | officer: president and ceo | A-Grant/Award | 140,000 | $— | $0 | Filing |
| 2026-06-05 | Thomas William R III | director | S-Sale | 4,661 | $23.29 | $109K | Filing |
| 2026-06-05 | Thomas William R III | director | P-Purchase | 5,000 | $23.40 | $117K | Filing |
| 2026-06-01 | Rogers-Windsor Ramona Lynn | director | P-Purchase | 213 | $23.42 | $5K | Filing |
| 2026-02-27 | Sarner Michael Scott | officer: president and ceo | P-Purchase | 2,695 | $21.90 | $59K | Filing |
| 2026-02-09 | BATTIST CHRISTINE | director | P-Purchase | 600 | $23.16 | $14K | Filing |
| 2025-10-01 | Rogers-Windsor Ramona Lynn | director | P-Purchase | 463 | $21.55 | $10K | Filing |
| 2025-08-20 | BATTIST CHRISTINE | director | P-Purchase | 667 | $22.45 | $15K | Filing |
| 2025-08-12 | Thomas William R III | director | A-Grant/Award | 2,193 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 1,526,667 | $36M | +399,106 | 2026-06-30 | Filing |
| UBS Group AG | 1,218,244 | $29M | +364,113 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 1,180,391 | $28M | -1,169,257 | 2026-06-30 | Filing |
| Sound Income Strategies, LLC | 934,321 | $22M | +30,992 | 2026-06-30 | Filing |
| SANDERS MORRIS HARRIS LLC | 759,992 | $18M | -351,181 | 2026-06-30 | Filing |
| Empowered Funds, LLC | 525,697 | $12M | -93,401 | 2026-06-30 | Filing |
| Empirical Finance, LLC | 525,500 | $12M | -93,366 | 2026-06-30 | Filing |
| Legal & General Group Plc | 499,715 | $12M | +56,577 | 2026-06-30 | Filing |
| Cetera Investment Advisers | 490,926 | $12M | +38,228 | 2026-06-30 | Filing |
| Muzinich & Co., Inc. | 435,909 | $10M | +9,666 | 2026-06-30 | Filing |
| ENVESTNET ASSET MANAGEMENT INC | 417,574 | $10M | +14,648 | 2026-06-30 | Filing |
| LPL Financial LLC | 402,585 | $10M | +170,872 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 379,686 | $9M | +50,565 | 2026-06-30 | Filing |
| Melia Wealth LLC | 377,760 | $9M | -137,718 | 2026-06-30 | Filing |
| Columbus Macro, LLC | 374,871 | $9M | +17,090 | 2026-06-30 | Filing |
| TECTONIC ADVISORS LLC | 355,370 | $8M | +355,370 | 2026-06-30 | Filing |
| BlackRock, Inc. | 300,377 | $7M | +23,887 | 2026-06-30 | Filing |
| EPIQ PARTNERS, LLC | 294,003 | $7M | -18,323 | 2026-06-30 | Filing |
| Sumitomo Mitsui Trust Group, Inc. | 291,778 | $7M | +7,000 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 269,532 | $6M | +4,873 | 2026-06-30 | Filing |