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On this page, we present all of the funds holding CSWC from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CSWC, with a link to that fund's top holdings. The next columns
indicate the amount of CSWC stock held by each of the funds holding CSWC, followed by the CSWC position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 141 funds holding CSWC within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc.
(or by any of the other funds holding CSWC), click the fund name in the "Holder" column of the funds-holding-CSWC table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Punch & Associates Investment Management Inc. | | $18,551,602 | 12/31/2023 | Call | 781,986 | $18,533,069 | 12/31/2023 | CSWC | 781,986 | $18,533 | 12/31/2023 | Van ECK Associates Corp | 731,498 | $17,337 | 12/31/2023 | CSWC | 731,498 | $17,337 | 12/31/2023 | Sanders Morris Harris LLC | 644,206 | $16,079 | 03/31/2024 | CSWC | 644,206 | $16,079 | 03/31/2024 | Zuckerman Investment Group LLC | 613,137 | $14,531 | 12/31/2023 | CSWC | 613,137 | $14,531 | 12/31/2023 | Sound Income Strategies LLC | 549,655 | $13,719 | 03/31/2024 | CSWC | 549,655 | $13,719 | 03/31/2024 | Beacon Pointe Advisors LLC | 405,411 | $9,608 | 12/31/2023 | CSWC | 405,411 | $9,608 | 12/31/2023 | Melia Wealth LLC | 372,073 | $9,287 | 03/31/2024 | CSWC | 372,073 | $9,287 | 03/31/2024 | Invesco Ltd. | 380,951 | $9,029 | 12/31/2023 | CSWC | 380,951 | $9,029 | 12/31/2023 | Two Sigma Investments LP | 378,964 | $8,981 | 12/31/2023 | CSWC | 378,964 | $8,981 | 12/31/2023 | First Manhattan Co. | 376,494 | $8,923 | 12/31/2023 | CSWC | 376,494 | $8,923 | 12/31/2023 | Two Sigma Advisers LP | 351,500 | $8,331 | 12/31/2023 | CSWC | 351,500 | $8,331 | 12/31/2023 | Legal & General Group Plc | 308,987 | $7,326 | 12/31/2023 | CSWC | 308,987 | $7,326 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 239,376 | $5,975 | 03/31/2024 | CSWC | 239,376 | $5,975 | 03/31/2024 | Tectonic Advisors LLC | 241,935 | $5,734 | 12/31/2023 | CSWC | 241,935 | $5,734 | 12/31/2023 | BlackRock Inc. | 191,052 | $4,528 | 12/31/2023 | CSWC | 191,052 | $4,528 | 12/31/2023 | Grace & White Inc. NY | 176,597 | $4,408 | 03/31/2024 | CSWC | 176,597 | $4,408 | 03/31/2024 | Advisors Asset Management Inc. | 163,232 | $3,869 | 12/31/2023 | CSWC | 163,232 | $3,869 | 12/31/2023 | Ameriprise Financial Inc. | 159,015 | $3,770 | 12/31/2023 | CSWC | 159,015 | $3,770 | 12/31/2023 | LPL Financial LLC | 145,396 | $3,446 | 12/31/2023 | CSWC | 145,396 | $3,446 | 12/31/2023 | Hudson Bay Capital Management LP | 130,741 | $3,099 | 12/31/2023 | CSWC | 130,741 | $3,099 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 117,920 | $2,943 | 03/31/2024 | CSWC | 117,920 | $2,943 | 03/31/2024 | Mckinley Capital Management LLC Delaware | 122,548 | $2,904 | 12/31/2023 | CSWC | 122,548 | $2,904 | 12/31/2023 | Total Clarity Wealth Management Inc. | 97,160 | $2,425 | 03/31/2024 | CSWC | 97,160 | $2,425 | 03/31/2024 | Confluence Investment Management LLC | 95,774 | $2,391 | 03/31/2024 | CSWC | 95,774 | $2,391 | 03/31/2024 | Sumitomo Mitsui Trust Holdings Inc. | 94,701 | $2,364 | 03/31/2024 | CSWC | 94,701 | $2,364 | 03/31/2024 | Millennium Management LLC | 98,831 | $2,342 | 12/31/2023 | CSWC | 98,831 | $2,342 | 12/31/2023 | Moerus Capital Management LLC | 95,730 | $2,269 | 12/31/2023 | CSWC | 95,730 | $2,269 | 12/31/2023 | Marshall Wace LLP | 93,744 | $2,222 | 12/31/2023 | CSWC | 93,744 | $2,222 | 12/31/2023 | Morgan Stanley | 89,398 | $2,119 | 12/31/2023 | CSWC | 89,398 | $2,119 | 12/31/2023 | Raymond James & Associates | 83,736 | $2,090 | 03/31/2024 | CSWC | 83,736 | $2,090 | 03/31/2024 | Redmont Wealth Advisors LLC | 78,460 | $1,958 | 03/31/2024 | CSWC | 78,460 | $1,958 | 03/31/2024 | Putnam Investments LLC | 81,291 | $1,927 | 12/31/2023 | CSWC | 81,291 | $1,927 | 12/31/2023 | Hodges Capital Management Inc. | 72,376 | $1,806 | 03/31/2024 | CSWC | 72,376 | $1,806 | 03/31/2024 | Muzinich & Co. Inc. | 74,979 | $1,777 | 12/31/2023 | CSWC | 74,979 | $1,777 | 12/31/2023 | Goldman Sachs Group Inc. | 68,682 | $1,628 | 12/31/2023 | CSWC | 68,682 | $1,628 | 12/31/2023 | Argent Trust Co | 68,555 | $1,625 | 12/31/2023 | CSWC | 68,555 | $1,625 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 68,284 | $1,618 | 12/31/2023 | CSWC | 68,284 | $1,618 | 12/31/2023 | Susquehanna International Group LLP | | $1,612 | 12/31/2023 | Call | 102,900 | $2,439 | 12/31/2023 | Put | 34,900 | $827 | 12/31/2023 | Royal Bank of Canada | 66,468 | $1,576 | 12/31/2023 | CSWC | 66,468 | $1,576 | 12/31/2023 | Citadel Advisors LLC | | $1,459 | 12/31/2023 | CSWC | 81,866 | $1,940 | 12/31/2023 | Put | 53,700 | $1,273 | 12/31/2023 | Call | 33,400 | $792 | 12/31/2023 | Quadrature Capital Ltd | 57,646 | $1,366 | 12/31/2023 | CSWC | 57,646 | $1,366 | 12/31/2023 | First Dallas Securities Inc. | 53,448 | $1,334 | 03/31/2024 | CSWC | 53,448 | $1,334 | 03/31/2024 | Foundations Investment Advisors LLC | 54,558 | $1,326 | 12/31/2023 | CSWC | 54,558 | $1,326 | 12/31/2023 | National Asset Management Inc. | 54,331 | $1,288 | 12/31/2023 | CSWC | 54,331 | $1,288 | 12/31/2023 | Mraz Amerine & Associates Inc. | 49,930 | $1,183 | 12/31/2023 | CSWC | 49,930 | $1,183 | 12/31/2023 | Jump Financial LLC | 49,700 | $1,178 | 12/31/2023 | CSWC | 49,700 | $1,178 | 12/31/2023 | Wells Fargo & Company MN | 47,369 | $1,123 | 12/31/2023 | CSWC | 47,369 | $1,123 | 12/31/2023 | UBS Group AG | 47,180 | $1,118 | 12/31/2023 | CSWC | 47,180 | $1,118 | 12/31/2023 | Caldwell Sutter Capital Inc. | 43,228 | $1,079 | 03/31/2024 | CSWC | 43,228 | $1,079 | 03/31/2024 | Commonwealth Equity Services LLC | 45,233 | $1,072 | 12/31/2023 | CSWC | 45,233 | $1,072 | 12/31/2023 | Kestra Advisory Services LLC | 43,584 | $1,033 | 12/31/2023 | CSWC | 43,584 | $1,033 | 12/31/2023 | Oppenheimer & Co. Inc. | 40,654 | $964 | 12/31/2023 | CSWC | 40,654 | $964 | 12/31/2023 | Cornerstone Wealth Management LLC | 36,600 | $914 | 03/31/2024 | CSWC | 36,600 | $914 | 03/31/2024 | Tudor Investment Corp Et Al | 38,298 | $908 | 12/31/2023 | CSWC | 38,298 | $908 | 12/31/2023 | Advisor Group Holdings Inc. | 36,868 | $874 | 12/31/2023 | CSWC | 36,868 | $874 | 12/31/2023 | Great West Life Assurance Co. Can | 36,291 | $855 | 12/31/2023 | CSWC | 36,291 | $855 | 12/31/2023 | Cetera Investment Advisers | 35,180 | $834 | 12/31/2023 | CSWC | 35,180 | $834 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 33,160 | $828 | 03/31/2024 | CSWC | 33,160 | $828 | 03/31/2024 | HighTower Advisors LLC | 32,286 | $761 | 12/31/2023 | CSWC | 32,286 | $761 | 12/31/2023 | Envestnet Asset Management Inc. | 31,917 | $756 | 12/31/2023 | CSWC | 31,917 | $756 | 12/31/2023 | Quantbot Technologies LP | 26,332 | $624 | 12/31/2023 | CSWC | 26,332 | $624 | 12/31/2023 | Sunbelt Securities Inc. | 24,389 | $609 | 03/31/2024 | CSWC | 24,389 | $609 | 03/31/2024 | CI Private Wealth LLC | 24,979 | $592 | 12/31/2023 | CSWC | 24,979 | $592 | 12/31/2023 | All Season Financial Advisors Inc. | 22,788 | $569 | 03/31/2024 | CSWC | 22,788 | $569 | 03/31/2024 | Raymond James Trust N.A. | 22,544 | $563 | 03/31/2024 | CSWC | 22,544 | $563 | 03/31/2024 | WINTON GROUP Ltd | 22,704 | $538 | 12/31/2023 | CSWC | 22,704 | $538 | 12/31/2023 | ExodusPoint Capital Management LP | 22,591 | $535 | 12/31/2023 | CSWC | 22,591 | $535 | 12/31/2023 | Apollon Wealth Management LLC | 20,429 | $484 | 12/31/2023 | CSWC | 20,429 | $484 | 12/31/2023 | Monticello Wealth Management LLC | 18,272 | $456 | 03/31/2024 | CSWC | 18,272 | $456 | 03/31/2024 | Virtus ETF Advisers LLC | 19,238 | $456 | 12/31/2023 | CSWC | 19,238 | $456 | 12/31/2023 | Bard Associates Inc. | 18,510 | $439 | 12/31/2023 | CSWC | 18,510 | $439 | 12/31/2023 | Aquatic Capital Management LLC | 17,900 | $424 | 12/31/2023 | CSWC | 17,900 | $424 | 12/31/2023 | D. E. Shaw & Co. Inc. | 17,638 | $418 | 12/31/2023 | CSWC | 17,638 | $418 | 12/31/2023 | SMH Capital Advisors Inc. | 16,944 | $402 | 12/31/2023 | CSWC | 16,944 | $402 | 12/31/2023 | Samalin Investment Counsel LLC | 16,630 | $394 | 12/31/2023 | CSWC | 16,630 | $394 | 12/31/2023 | The PNC Financial Services Group Inc. | 15,972 | $379 | 12/31/2023 | CSWC | 15,972 | $379 | 12/31/2023 | HRT Financial LP | 15,989 | $378 | 12/31/2023 | CSWC | 15,989 | $378 | 12/31/2023 | Mariner LLC | 15,821 | $375 | 12/31/2023 | CSWC | 15,821 | $375 | 12/31/2023 | Horizon Kinetics Asset Management LLC | 15,600 | $370 | 12/31/2023 | CSWC | 15,600 | $370 | 12/31/2023 | US Bancorp DE | 14,828 | $351 | 12/31/2023 | CSWC | 14,828 | $351 | 12/31/2023 | Jane Street Group LLC | | $351 | 12/31/2023 | Call | 14,800 | $351 | 12/31/2023 | Atria Wealth Solutions Inc. | 13,670 | $324 | 12/31/2023 | CSWC | 13,670 | $324 | 12/31/2023 | Cetera Advisors LLC | 12,644 | $300 | 12/31/2023 | CSWC | 12,644 | $300 | 12/31/2023 | Virtu Financial LLC | 12,547 | $297 | 12/31/2023 | CSWC | 12,547 | $297 | 12/31/2023 | Connor Clark & Lunn Investment Management Ltd. | 12,282 | $291 | 12/31/2023 | CSWC | 12,282 | $291 | 12/31/2023 | Core Wealth Partners LLC | 11,520 | $288 | 03/31/2024 | CSWC | 11,520 | $288 | 03/31/2024 | Mirae Asset Global Investments Co. Ltd. | 11,736 | $278 | 12/31/2023 | CSWC | 11,736 | $278 | 12/31/2023 | Guggenheim Capital LLC | 11,587 | $275 | 12/31/2023 | CSWC | 11,587 | $275 | 12/31/2023 | Squarepoint Ops LLC | 11,539 | $273 | 12/31/2023 | CSWC | 11,539 | $273 | 12/31/2023 | Brown Advisory Inc. | 10,700 | $267 | 03/31/2024 | CSWC | 10,700 | $267 | 03/31/2024 | Geode Capital Management LLC | 11,251 | $267 | 12/31/2023 | CSWC | 11,251 | $267 | 12/31/2023 | Good Life Advisors LLC | 11,283 | $267 | 12/31/2023 | CSWC | 11,283 | $267 | 12/31/2023 | Campbell & CO Investment Adviser LLC | 10,447 | $248 | 12/31/2023 | CSWC | 10,447 | $248 | 12/31/2023 | Group One Trading L.P. | | $242 | 12/31/2023 | CSWC | 11,372 | $270 | 12/31/2023 | Put | 1,400 | $33 | 12/31/2023 | Call | 200 | $5 | 12/31/2023 | Creative Planning | 9,895 | $235 | 12/31/2023 | CSWC | 9,895 | $235 | 12/31/2023 | Evergreen Capital Management LLC | 9,866 | $234 | 12/31/2023 | CSWC | 9,866 | $234 | 12/31/2023 | Private Advisor Group LLC | 9,870 | $234 | 12/31/2023 | CSWC | 9,870 | $234 | 12/31/2023 | Avantax Advisory Services Inc. | 9,470 | $224 | 12/31/2023 | CSWC | 9,470 | $224 | 12/31/2023 | Colony Group LLC | 9,129 | $216 | 12/31/2023 | CSWC | 9,129 | $216 | 12/31/2023 | Precision Wealth Strategies LLC | 8,615 | $204 | 12/31/2023 | CSWC | 8,615 | $204 | 12/31/2023 | Inspire Advisors LLC | 8,560 | $203 | 12/31/2023 | CSWC | 8,560 | $203 | 12/31/2023 | PFG Investments LLC | 8,078 | $202 | 03/31/2024 | CSWC | 8,078 | $202 | 03/31/2024 | Mutual Advisors LLC | 8,471 | $201 | 12/31/2023 | CSWC | 8,471 | $201 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 6,975 | $174 | 03/31/2024 | CSWC | 6,975 | $174 | 03/31/2024 | Comerica Bank | 7,115 | $169 | 12/31/2023 | CSWC | 7,115 | $169 | 12/31/2023 | Bank of America Corp DE | 6,406 | $152 | 12/31/2023 | CSWC | 6,406 | $152 | 12/31/2023 | Simplex Trading LLC | | $148 | 03/31/2024 | Call | 7,300 | $182 | 03/31/2024 | Put | 1,400 | $34 | 03/31/2024 | Hollencrest Capital Management | 5,615 | $133 | 12/31/2023 | CSWC | 5,615 | $133 | 12/31/2023 | Washington Trust Advisors Inc. | 5,000 | $118 | 12/31/2023 | CSWC | 5,000 | $118 | 12/31/2023 | Parallel Advisors LLC | 4,853 | $115 | 12/31/2023 | CSWC | 4,853 | $115 | 12/31/2023 | JPMorgan Chase & Co. | 4,312 | $102 | 12/31/2023 | CSWC | 4,312 | $102 | 12/31/2023 | Signaturefd LLC | 2,563 | $61 | 12/31/2023 | CSWC | 2,563 | $61 | 12/31/2023 | Capital Analysts LLC | 2,484 | $59 | 12/31/2023 | CSWC | 2,484 | $59 | 12/31/2023 | TCTC Holdings LLC | 2,136 | $51 | 12/31/2023 | CSWC | 2,136 | $51 | 12/31/2023 | Proequities Inc. | | $49 | 12/31/2023 | CSWC | 2,050 | $49 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | USA Financial Portformulas Corp | 1,991 | $47 | 12/31/2023 | CSWC | 1,991 | $47 | 12/31/2023 | Cape Investment Advisory Inc. | 1,328 | $31 | 12/31/2023 | CSWC | 1,328 | $31 | 12/31/2023 | CWM LLC | 1,084 | $27 | 03/31/2024 | CSWC | 1,084 | $27 | 03/31/2024 | Tower Research Capital LLC TRC | 1,093 | $26 | 12/31/2023 | CSWC | 1,093 | $26 | 12/31/2023 | Larson Financial Group LLC | 1,000 | $24 | 12/31/2023 | CSWC | 1,000 | $24 | 12/31/2023 | Advisory Services Network LLC | 955 | $23 | 12/31/2023 | CSWC | 955 | $23 | 12/31/2023 | GWM Advisors LLC | 800 | $19 | 12/31/2023 | CSWC | 800 | $19 | 12/31/2023 | Toth Financial Advisory Corp | 600 | $15 | 03/31/2024 | CSWC | 600 | $15 | 03/31/2024 | Barclays PLC | 643 | $15 | 12/31/2023 | CSWC | 643 | $15 | 12/31/2023 | Global Retirement Partners LLC | 531 | $13 | 03/31/2024 | CSWC | 531 | $13 | 03/31/2024 | Quadrant Capital Group LLC | 456 | $11 | 12/31/2023 | CSWC | 456 | $11 | 12/31/2023 | Tompkins Financial Corp | 355 | $9 | 03/31/2024 | CSWC | 355 | $9 | 03/31/2024 | Nomura Asset Management Co. Ltd. | 304 | $7 | 12/31/2023 | CSWC | 304 | $7 | 12/31/2023 | Focused Wealth Management Inc | 250 | $6 | 12/31/2023 | CSWC | 250 | $6 | 12/31/2023 | Tradition Wealth Management LLC | 236 | $6 | 12/31/2023 | CSWC | 236 | $6 | 12/31/2023 | nVerses Capital LLC | 200 | $5 | 03/31/2024 | CSWC | 200 | $5 | 03/31/2024 | Spectrum Wealth Counsel LLC | 230 | $5 | 12/31/2023 | CSWC | 230 | $5 | 12/31/2023 | Delta Asset Management LLC TN | 70 | $2 | 12/31/2023 | CSWC | 70 | $2 | 12/31/2023 | NBT Bank N A NY | 27 | $1 | 03/31/2024 | CSWC | 27 | $1 | 03/31/2024 | Venturi Wealth Management LLC | 44 | $1 | 03/31/2024 | CSWC | 44 | $1 | 03/31/2024 | Institutional & Family Asset Management LLC | 26 | $1 | 12/31/2023 | CSWC | 26 | $1 | 12/31/2023 | Lindbrook Capital LLC | 13 | $0 | 03/31/2024 | CSWC | 13 | $0 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 20 | $0 | 03/31/2024 | CSWC | 20 | $0 | 03/31/2024 | Huntington National Bank | 2 | $0 | 12/31/2023 | CSWC | 2 | $0 | 12/31/2023 | FMR LLC | 2 | $0 | 12/31/2023 | CSWC | 2 | $0 | 12/31/2023 | Ronald Blue Trust Inc. | 4 | $0 | 12/31/2023 | CSWC | 4 | $0 | 12/31/2023 | Naples Money Management LLC | 0 | $0 | 12/31/2023 | CSWC | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CSWC
See Details: Top 10 Hedge Funds Holding CSWC
Also See: CSWC Insider Buying
Also See: CSWC Holdings Changes
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