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There is a long list of 143 institutional holders of CSWC within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CSWC by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CSWC table below,
the initial column indicates the name of each top institutional holder of CSWC, with a link to that fund's top holdings. The next columns
indicate the amount of CSWC stock held by each of the institutional holders of CSWC, followed by the CSWC position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
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 | 847,225 | $21,147 | 03/31/2024 | CSWC | 847,225 | $21,147 | 03/31/2024 | 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 | Tectonic Advisors LLC | 256,698 | $6,407 | 03/31/2024 | CSWC | 256,698 | $6,407 | 03/31/2024 | Hennion & Walsh Asset Management Inc. | 239,376 | $5,975 | 03/31/2024 | CSWC | 239,376 | $5,975 | 03/31/2024 | Grace & White Inc. NY | 176,597 | $4,408 | 03/31/2024 | CSWC | 176,597 | $4,408 | 03/31/2024 | BlackRock Inc. | 158,635 | $3,960 | 03/31/2024 | CSWC | 158,635 | $3,960 | 03/31/2024 | Advisors Asset Management Inc. | 163,232 | $3,869 | 12/31/2023 | CSWC | 163,232 | $3,869 | 12/31/2023 | LPL Financial LLC | 153,500 | $3,831 | 03/31/2024 | CSWC | 153,500 | $3,831 | 03/31/2024 | Ameriprise Financial Inc. | 159,015 | $3,770 | 12/31/2023 | CSWC | 159,015 | $3,770 | 12/31/2023 | Hudson Bay Capital Management LP | 130,741 | $3,099 | 12/31/2023 | CSWC | 130,741 | $3,099 | 12/31/2023 | Mckinley Capital Management LLC Delaware | 120,451 | $3,006 | 03/31/2024 | CSWC | 120,451 | $3,006 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 117,920 | $2,943 | 03/31/2024 | CSWC | 117,920 | $2,943 | 03/31/2024 | 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 | Susquehanna International Group LLP | | $2,032 | 03/31/2024 | Call | 132,000 | $3,295 | 03/31/2024 | Put | 64,800 | $1,617 | 03/31/2024 | CSWC | 14,167 | $354 | 03/31/2024 | Argent Trust Co | 79,124 | $1,975 | 03/31/2024 | CSWC | 79,124 | $1,975 | 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 | Commonwealth Equity Services LLC | 70,201 | $1,752 | 03/31/2024 | CSWC | 70,201 | $1,752 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 67,965 | $1,696 | 03/31/2024 | CSWC | 67,965 | $1,696 | 03/31/2024 | Goldman Sachs Group Inc. | 68,682 | $1,628 | 12/31/2023 | CSWC | 68,682 | $1,628 | 12/31/2023 | Royal Bank of Canada | 66,468 | $1,576 | 12/31/2023 | CSWC | 66,468 | $1,576 | 12/31/2023 | Cozad Asset Management Inc. | 62,370 | $1,557 | 03/31/2024 | CSWC | 62,370 | $1,557 | 03/31/2024 | 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 | 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 |
See All: Funds Holding CSWC
See Details: Top 10 Hedge Funds Holding CSWC
Also See: CSWC Insider Buying
Also See: CSWC Holdings Changes
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