CSW Industrials Ownership 2024 | Who Owns CSW Industrials Now?
Institutional Ownership
23.44%
Insider Ownership
4.63%
Retail Ownership
71.93%
Institutional Holders
158.00
CSW Industrials Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.74% | 0.01% | 1,512,703 | 298,955 | 24.63% | 401,335,234 | Jun 30, 2024 |
| BLACKROCK INC. | 7.39% | 0.01% | 1,147,295 | 32,447 | 2.91% | 304,388,850 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 6.08% | 0.21% | 943,475 | -136,750 | -12.66% | 250,313,352 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 3.79% | 0.84% | 588,490 | 2,130 | 0.36% | 156,132,282 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.69% | 0.10% | 572,828 | -230,664 | -28.71% | 151,977,000 | Jun 30, 2024 |
| CONESTOGA CAPITAL ADVISORS, LLC | 3.65% | 2.26% | 567,256 | 14,900 | 2.70% | 150,498,785 | Jun 30, 2024 |
| MORGAN STANLEY | 2.99% | 0.01% | 463,716 | -40,795 | -8.09% | 123,028,865 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.95% | 0.20% | 458,554 | -256,473 | -35.87% | 121,658,960 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.84% | 0.38% | 441,553 | -29,004 | -6.16% | 117,148,470 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.43% | 0.02% | 376,573 | - | - | 99,908,583 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.34% | 0.03% | 362,859 | -30,860 | -7.84% | 96,270,223 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.33% | 0.01% | 362,226 | 13,892 | 3.99% | 96,120,440 | Jun 30, 2024 |
| STATE STREET CORP | 2.30% | 0.00% | 356,847 | 11,450 | 3.31% | 94,675,078,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.18% | 0.03% | 337,771 | 321,461 | 1970.94% | 89,614,024 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.81% | 0.02% | 281,723 | -68,944 | -19.66% | 74,743,929 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.59% | 0.16% | 247,240 | 247,240 | 100.00% | 65,595,257 | Jun 30, 2024 |
| FMR LLC | 1.42% | 0.00% | 219,767 | -13,814 | -5.91% | 58,306,383 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.31% | 0.01% | 203,974 | 574 | 0.28% | 54,118,000 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 1.28% | 0.03% | 198,549 | -37,066 | -15.73% | 52,675,603 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | 1.26% | 0.37% | 196,246 | 6,949 | 3.67% | 52,066,139 | Jun 30, 2024 |
CSW Industrials's largest institutional shareholder is VANGUARD GROUP INC, holding 9.74% of the company's total share outstanding, currently valued at $401.34M. The top 10 institutional shareholders own together 45.56% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JACOBSON & SCHMITT ADVISORS, LLC | 0.30% | 2.77% | 46,000 | -6,345 | -12.12% | 12,204,319 | Jun 30, 2024 |
| ZUCKERMAN INVESTMENT GROUP, LLC | 0.57% | 2.69% | 87,771 | -65 | -0.07% | 23,286,524 | Jun 30, 2024 |
| LAURUS INVESTMENT COUNSEL INC. | 0.11% | 2.54% | 16,950 | -3,920 | -18.78% | 6,156,039 | Jun 30, 2024 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.82% | 2.50% | 126,674 | -173 | -0.14% | 33,607,879 | Jun 30, 2024 |
| CONESTOGA CAPITAL ADVISORS, LLC | 3.65% | 2.26% | 567,256 | 14,900 | 2.70% | 150,498,785 | Jun 30, 2024 |
| MONTANARO ASSET MANAGEMENT LTD | 0.29% | 2.23% | 45,000 | - | - | 11,938,950 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.62% | 2.10% | 95,607 | -300 | -0.31% | 25,365,501 | Jun 30, 2024 |
| LRT CAPITAL MANAGEMENT, LLC | 0.05% | 2.05% | 8,231 | -757 | -8.42% | 2,183,767 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.05% | 1.10% | 8,364 | -300 | -3.46% | 2,219,053 | Jun 30, 2024 |
| MOERUS CAPITAL MANAGEMENT LLC | 0.07% | 1.07% | 11,188 | - | - | 2,968,288 | Jun 30, 2024 |
| KENSINGTON INVESTMENT COUNSEL, LLC | 0.06% | 1.01% | 8,578 | 385 | 4.70% | 2,275,829 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.40% | 0.95% | 61,508 | -2 | -0.00% | 16,318,578 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.11% | 0.87% | 16,784 | 16,784 | 100.00% | 4,452,963 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 3.79% | 0.84% | 588,490 | 2,130 | 0.36% | 156,132,282 | Jun 30, 2024 |
| BRAGG FINANCIAL ADVISORS, INC | 0.41% | 0.75% | 63,064 | -28 | -0.04% | 16,731,510 | Jun 30, 2024 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 0.05% | 0.68% | 8,000 | - | - | 2,122,480 | Jun 30, 2024 |
| 1900 WEALTH MANAGEMENT LLC | 0.12% | 0.45% | 18,272 | - | - | 4,847,745 | Jun 30, 2024 |
| CITY CENTER ADVISORS, LLC | 0.01% | 0.40% | 1,432 | - | - | 335,956 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.84% | 0.38% | 441,553 | -29,004 | -6.16% | 117,148,470 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | 1.26% | 0.37% | 196,246 | 6,949 | 3.67% | 52,066,139 | Jun 30, 2024 |
The largest CSW Industrials shareholder by % of total assets is JACOBSON & SCHMITT ADVISORS, LLC. The company owns 46.00K shares of CSW Industrials (CSWI), representing 2.77% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 2.18% | 0.03% | 337,771 | 321,461 | 1970.94% | 89,614,024 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.74% | 0.01% | 1,512,703 | 298,955 | 24.63% | 401,335,234 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.59% | 0.16% | 247,240 | 247,240 | 100.00% | 65,595,257 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.69% | 0.07% | 107,567 | 107,567 | 100.00% | 28,538,587 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.30% | 0.03% | 46,828 | 46,828 | 100.00% | 12,424,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.39% | 0.01% | 1,147,295 | 32,447 | 2.91% | 304,388,850 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.25% | 0.02% | 38,688 | 29,185 | 307.11% | 10,264,313 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.28% | 0.01% | 43,213 | 27,515 | 175.28% | 11,465,000 | Jun 30, 2024 |
| DF DENT & CO INC | 0.51% | 0.27% | 78,990 | 26,408 | 50.22% | 20,956,938 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.34% | 0.00% | 52,357 | 24,802 | 90.01% | 13,890,889 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.25% | 0.00% | 38,754 | 22,667 | 140.90% | 10,281,916 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.14% | 0.11% | 22,359 | 22,359 | 100.00% | 5,932,066 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.11% | 0.87% | 16,784 | 16,784 | 100.00% | 4,452,963 | Jun 30, 2024 |
| CONESTOGA CAPITAL ADVISORS, LLC | 3.65% | 2.26% | 567,256 | 14,900 | 2.70% | 150,498,785 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.00% | 26,422 | 14,133 | 115.01% | 7,010,022 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.33% | 0.01% | 362,226 | 13,892 | 3.99% | 96,120,440 | Jun 30, 2024 |
| STATE STREET CORP | 2.30% | 0.00% | 356,847 | 11,450 | 3.31% | 94,675,078,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.07% | 0.04% | 10,697 | 9,389 | 717.81% | 2,838,021 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 8,324 | 8,324 | 100.00% | 2,208,440 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.05% | 0.00% | 8,094 | 8,094 | 100.00% | 2,147,419 | Jun 30, 2024 |
As of Jun 30 2024, CSW Industrials's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 321.46K stocks of CSWI, valued at $89.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.95% | 0.20% | 458,554 | -256,473 | -35.87% | 121,658,960 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.69% | 0.10% | 572,828 | -230,664 | -28.71% | 151,977,000 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 6.08% | 0.21% | 943,475 | -136,750 | -12.66% | 250,313,352 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -104,554 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.81% | 0.02% | 281,723 | -68,944 | -19.66% | 74,743,929 | Jun 30, 2024 |
| MORGAN STANLEY | 2.99% | 0.01% | 463,716 | -40,795 | -8.09% | 123,028,865 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 1.28% | 0.03% | 198,549 | -37,066 | -15.73% | 52,675,603 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | - | - | - | -31,085 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.34% | 0.03% | 362,859 | -30,860 | -7.84% | 96,270,223 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -29,309 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.84% | 0.38% | 441,553 | -29,004 | -6.16% | 117,148,470 | Jun 30, 2024 |
| CI INVESTMENTS INC. | 0.45% | 0.07% | 69,594 | -14,315 | -17.06% | 18,464,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.43% | 0.00% | 67,520 | -14,019 | -17.19% | 17,913,732 | Jun 30, 2024 |
| FMR LLC | 1.42% | 0.00% | 219,767 | -13,814 | -5.91% | 58,306,383 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.08% | 0.00% | 12,319 | -12,245 | -49.85% | 3,268,354 | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | 0.01% | 0.00% | 1,183 | -11,751 | -90.85% | 313,862 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.20% | 0.01% | 31,509 | -11,612 | -26.93% | 8,359,653 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | 0.00% | 8,583 | -10,992 | -56.15% | 2,277,156 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.06% | 0.24% | 10,000 | -10,000 | -50.00% | 2,653,100 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.05% | 0.00% | 7,832 | -9,667 | -55.24% | 2,077,908 | Jun 30, 2024 |
As of Jun 30 2024, CSW Industrials's biggest institutional seller is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC. The company sold -0.26M shares of CSWI, valued at $121.66M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.59% | 0.16% | 247,240 | 247,240 | 100.00% | 65,595,257 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.69% | 0.07% | 107,567 | 107,567 | 100.00% | 28,538,587 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.30% | 0.03% | 46,828 | 46,828 | 100.00% | 12,424,000 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.14% | 0.11% | 22,359 | 22,359 | 100.00% | 5,932,066 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.11% | 0.87% | 16,784 | 16,784 | 100.00% | 4,452,963 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 8,324 | 8,324 | 100.00% | 2,208,440 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.05% | 0.00% | 8,094 | 8,094 | 100.00% | 2,147,419 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.03% | 0.06% | 4,318 | 4,318 | 100.00% | 1,145,609 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.02% | 0.25% | 3,866 | 3,866 | 100.00% | 1,025,688 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.02% | 0.00% | 3,066 | 3,066 | 100.00% | 813,440 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.02% | 0.03% | 2,700 | 2,700 | 100.00% | 716,337 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.00% | 2,537 | 2,537 | 100.00% | 673,000 | Jun 30, 2024 |
| HMS CAPITAL MANAGEMENT, LLC | 0.02% | 0.33% | 2,417 | 2,417 | 100.00% | 641,259 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 2,341 | 2,341 | 100.00% | 621,239 | Jun 30, 2024 |
| DAYMARK WEALTH PARTNERS, LLC | 0.01% | 0.02% | 1,800 | 1,800 | 100.00% | 477,558 | Jun 30, 2024 |
| MAN GROUP PLC | 0.01% | 0.00% | 1,599 | 1,599 | 100.00% | 424,231 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 1,564 | 1,564 | 100.00% | 415,000 | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.01% | 0.01% | 1,295 | 1,295 | 100.00% | 342,781 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.01% | 0.05% | 1,278 | 1,278 | 100.00% | 339,066 | Jun 30, 2024 |
| SYMPHONY FINANCIAL, LTD. CO. | 0.01% | 0.06% | 1,210 | 1,210 | 100.00% | 319,932 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.01% | 0.02% | 1,158 | 1,158 | 100.00% | 307,000 | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | 0.01% | 0.01% | 1,021 | 1,021 | 100.00% | 270,881 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.01% | 0.14% | 954 | 954 | 100.00% | 253,028 | Jun 30, 2024 |
| PORTSIDE WEALTH GROUP, LLC | 0.01% | 0.05% | 917 | 917 | 100.00% | 243,289 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.01% | 0.03% | 891 | 891 | 100.00% | 236,391 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.02% | 862 | 862 | 100.00% | 228,697 | Jun 30, 2024 |
| LINDENWOLD ADVISORS, INC | 0.01% | 0.12% | 830 | 830 | 100.00% | 220,207 | Jun 30, 2024 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.01% | 0.02% | 802 | 802 | 100.00% | 212,779 | Jun 30, 2024 |
| PROFESSIONAL ADVISORY SERVICES INC | 0.01% | 0.03% | 800 | 800 | 100.00% | 212,000 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.01% | 0.13% | 800 | 800 | 100.00% | 212,248 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.01% | 0.00% | 780 | 780 | 100.00% | 206,942 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 765 | 765 | 100.00% | 202,900 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.24% | 617 | 617 | 100.00% | 163,696 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.00% | 0.01% | 396 | 396 | 100.00% | 105,063 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 140 | 140 | 100.00% | 37,145 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 55 | 55 | 100.00% | 14,593 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 51 | 51 | 100.00% | 13,531 | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | 0.00% | 0.00% | 43 | 43 | 100.00% | 11,409 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 21 | 21 | 100.00% | 5,553 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 17 | 17 | 100.00% | 4,511 | Jun 30, 2024 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 12 | 12 | 100.00% | 3,184 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | - | 11 | 11 | 100.00% | 2,581 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 7 | 7 | 100.00% | 1,857 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 7 | 7 | 100.00% | 1,857 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 3 | 3 | 100.00% | 796 | Jun 30, 2024 |
CSW Industrials's largest new institutional shareholder by number of shares is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, purchased 247.24K shares, valued at $65.60M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -104,554 | -100.00% | - | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | - | - | - | -31,085 | -100.00% | - | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -29,309 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,601 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -7,440 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -6,125 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -4,235 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -3,757 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,312 | -100.00% | - | Jun 30, 2024 |
| AVIVA PLC | - | - | - | -1,812 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -1,515 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -1,496 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -1,474 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,419 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -1,084 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -1,005 | -100.00% | - | Jun 30, 2024 |
| KNOWLEDGE LEADERS CAPITAL, LLC | - | - | - | -876 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -810 | -100.00% | - | Jun 30, 2024 |
| OLD SECOND NATIONAL BANK OF AURORA | - | - | - | -460 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
CSW Industrials's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -0.10M shares, valued at -, as of undefined.
CSW Industrials Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 1.96% | 4,000 | - | - | Jan 31, 2021 |
| KINETICS MUTUAL FUNDS INC | 0.29% | 8,000 | -1,000 | -11.11% | Mar 31, 2024 |
| CONESTOGA FUNDS | 0.29% | 366,415 | 107,315 | 41.42% | Mar 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.27% | 14,456 | -1,656 | -10.28% | Jan 31, 2024 |
| BRAGG CAPITAL TRUST | 0.11% | 68,777 | - | - | May 31, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.07% | 723,446 | -307 | -0.04% | Feb 29, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.06% | 205,946 | -62,500 | -23.28% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.06% | 45,000 | - | - | Mar 31, 2024 |
| FPA CAPITAL FUND INC | 0.05% | 41,017 | 41,017 | - | Dec 31, 2020 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 149,000 | - | - | Mar 31, 2024 |
| Elevation Series Trust | 0.04% | 2,011 | 576 | 40.14% | Jan 31, 2024 |
| WASATCH FUNDS TRUST | 0.04% | 368,129 | -1,381 | -0.37% | Mar 31, 2024 |
| Zacks Trust | 0.03% | 2,995 | 2,995 | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 23,500 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 10,699 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.02% | 209,075 | -24,140 | -10.35% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.02% | 125,748 | -124,900 | -49.83% | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.01% | 6,700 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.01% | 70,163 | -12,574 | -15.20% | Dec 31, 2023 |
| ALGER INSTITUTIONAL FUNDS | 0.01% | 2,852 | 2,852 | - | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.01% | 727,240 | 340,939 | 88.26% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 14,179 | - | - | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 553 | - | - | Feb 29, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 96,220 | -26,800 | -21.79% | Mar 31, 2024 |
| ALGER FUNDS | 0.01% | 7,270 | 7,270 | - | Jan 31, 2024 |
| Monteagle Funds | 0.01% | 266 | - | - | Feb 29, 2024 |
| LKCM Funds | 0.01% | 23,082 | 71 | 0.31% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 10,642 | -871 | -7.57% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 11,435 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 27,032 | -1,051 | -3.74% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 15,159 | -3,211 | -17.48% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,293 | -72 | -3.04% | Mar 31, 2024 |
| FORUM FUNDS | 0.00% | 7,647 | 7,647 | - | Mar 31, 2024 |
| ALPS Variable Investment Trust | 0.00% | 900 | 900 | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 1,035,460 | 85,373 | 8.99% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 11,634 | 11,634 | - | Mar 28, 2024 |
| Global X Funds | 0.00% | 82,215 | -27,800 | -25.27% | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 115,000 | 115,000 | - | Jan 31, 2024 |
| SSGA FUNDS | 0.00% | 677 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 135,300 | 135,300 | - | Jan 31, 2024 |
| ROYCE FUND | 0.00% | 9,200 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 302 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 40,495 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 25,000 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 47,432 | 197 | 0.42% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 3,448 | 31 | 0.91% | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.00% | 2,354 | -153 | -6.10% | Jan 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 432,600 | -27,800 | -6.04% | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.00% | 9,417 | - | - | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 243,210 | -17,541 | -6.73% | Dec 31, 2023 |
| OHIO NATIONAL FUND INC | 0.00% | 14,832 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 145,625 | 2,608 | 1.82% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 15,000 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,757 | - | - | Mar 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 8,813 | -3,407 | -27.88% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,538 | -59 | -3.69% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,413 | -41 | -2.82% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 6,152 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 80,819 | -200 | -0.25% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 50,000 | -70,250 | -58.42% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 392,843 | 90,777 | 30.05% | Jan 31, 2024 |
| FPA FUNDS TRUST | 0.00% | 56,255 | -25,000 | -30.77% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 4,435 | 385 | 9.51% | Mar 31, 2024 |
| PUTNAM FUNDS TRUST | 0.00% | 74,797 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 1,754 | - | - | Mar 28, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 21,985 | 1,388 | 6.74% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,631 | -752 | -7.24% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 1,428 | 189 | 15.25% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 7,885 | -1,130 | -12.53% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,190 | 653 | 121.60% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 113 | - | - | Apr 30, 2021 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,944 | 135 | 3.54% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 478 | - | - | Mar 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 8,305 | - | - | Nov 30, 2021 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 16,696 | 3,153 | 23.28% | Jan 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 170,000 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 23,799 | 632 | 2.73% | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 5,605 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 100,093 | 1,962 | 2.00% | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 3,989 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,018 | -1,143 | -18.55% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 1,762 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 3,382 | 92 | 2.80% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 725 | -569 | -43.97% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 1,729 | -121 | -6.54% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 59,016 | 1,403 | 2.44% | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 212 | -76 | -26.39% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 18,114 | 2,514 | 16.12% | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 2,802 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 12,788 | 25 | 0.20% | Mar 28, 2024 |
| Brighthouse Funds Trust II | 0.00% | 99,684 | -1,444 | -1.43% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 1,300 | - | - | Mar 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 938 | -8,933 | -90.50% | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 390 | - | - | Mar 28, 2024 |
| Victory Portfolios II | 0.00% | 5,026 | -1,029 | -16.99% | Mar 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 3,425 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 11,700 | - | - | Mar 31, 2024 |
| Cavanal Hill Funds | 0.00% | 184 | - | - | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 835 | - | - | Jan 31, 2024 |
CSW Industrials's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 4.00K shares, compromising 1.96% of its total assets.
CSW Industrials Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 158 | -41.48% |
| 31 Mar, 24 | 270 | 11.11% |
| 31 Dec, 23 | 243 | 10.96% |
| 30 Sep, 23 | 219 | 5.80% |
| 30 Jun, 23 | 207 | 6.15% |
| 31 Mar, 23 | 195 | 3.17% |
| 31 Dec, 22 | 189 | 2.16% |
| 30 Sep, 22 | 185 | 12.80% |
| 30 Jun, 22 | 164 | 4.46% |
| 31 Mar, 22 | 157 | 0.64% |
| 31 Dec, 21 | 156 | -4.29% |
| 30 Sep, 21 | 163 | -0.61% |
| 30 Jun, 21 | 164 | -1.80% |
| 31 Mar, 21 | 167 | -2.34% |
| 31 Dec, 20 | 171 | 9.62% |
| 30 Sep, 20 | 156 | -4.29% |
| 30 Jun, 20 | 163 | 1.24% |
| 31 Mar, 20 | 161 | -4.73% |
| 31 Dec, 19 | 169 | 1.20% |
| 30 Sep, 19 | 167 | 6.37% |
| 30 Jun, 19 | 157 | 10.56% |
| 31 Mar, 19 | 142 | 15.45% |
| 31 Dec, 18 | 123 | 16.04% |
| 30 Sep, 18 | 106 | -7.83% |
| 30 Jun, 18 | 115 | 11.65% |
| 31 Mar, 18 | 103 | -4.63% |
| 31 Dec, 17 | 108 | 13.68% |
| 30 Sep, 17 | 95 | 3.26% |
| 30 Jun, 17 | 92 | 1.10% |
| 31 Mar, 17 | 91 | -4.21% |
| 31 Dec, 16 | 95 | 7.95% |
| 30 Sep, 16 | 88 | 7.32% |
| 30 Jun, 16 | 82 | 9.33% |
| 31 Mar, 16 | 75 | 5.63% |
| 31 Dec, 15 | 71 | 7000.00% |
| 30 Sep, 15 | 1 | - |
As of 30 Jun 24, 158 institutions are holding CSW Industrials's shares, representing a decrease of -41.48% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,639,181 | -72.04% |
| 31 Mar, 24 | 13,017,145 | 1.29% |
| 31 Dec, 23 | 12,851,804 | 1.31% |
| 30 Sep, 23 | 12,686,117 | 1.32% |
| 30 Jun, 23 | 12,520,661 | -0.68% |
| 31 Mar, 23 | 12,605,756 | 2.12% |
| 31 Dec, 22 | 12,344,450 | 0.75% |
| 30 Sep, 22 | 12,252,635 | 1.13% |
| 30 Jun, 22 | 12,115,408 | -1.06% |
| 31 Mar, 22 | 12,245,133 | 1.54% |
| 31 Dec, 21 | 12,059,869 | 1.58% |
| 30 Sep, 21 | 11,872,178 | 4.32% |
| 30 Jun, 21 | 11,380,602 | -1.19% |
| 31 Mar, 21 | 11,517,579 | 2.48% |
| 31 Dec, 20 | 11,238,431 | 1.54% |
| 30 Sep, 20 | 11,067,925 | 0.38% |
| 30 Jun, 20 | 11,025,657 | 1.00% |
| 31 Mar, 20 | 10,916,190 | -3.25% |
| 31 Dec, 19 | 11,282,369 | -0.19% |
| 30 Sep, 19 | 11,303,720 | 1.36% |
| 30 Jun, 19 | 11,151,690 | -1.66% |
| 31 Mar, 19 | 11,340,208 | 2.22% |
| 31 Dec, 18 | 11,094,273 | -1.50% |
| 30 Sep, 18 | 11,263,479 | 0.47% |
| 30 Jun, 18 | 11,210,823 | 2.23% |
| 31 Mar, 18 | 10,966,613 | -0.10% |
| 31 Dec, 17 | 10,977,369 | 1.40% |
| 30 Sep, 17 | 10,826,112 | -1.82% |
| 30 Jun, 17 | 11,027,200 | 5.31% |
| 31 Mar, 17 | 10,470,983 | 0.09% |
| 31 Dec, 16 | 10,461,175 | 2.91% |
| 30 Sep, 16 | 10,165,313 | 3.06% |
| 30 Jun, 16 | 9,863,819 | 7.96% |
| 31 Mar, 16 | 9,136,233 | 0.15% |
| 31 Dec, 15 | 9,122,839 | 558.77% |
| 30 Sep, 15 | 1,384,830 | - |
CSW Industrials (CSWI) has 3.64M shares outstanding as of 30 Jun 24, down -72.04% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 23.44% | 0.33% |
| 31 Mar, 24 | 83.73% | 1.23% |
| 31 Dec, 23 | 82.67% | 1.24% |
| 30 Sep, 23 | 81.74% | 1.25% |
| 30 Jun, 23 | 80.73% | 1.22% |
| 31 Mar, 23 | 81.28% | 1.28% |
| 31 Dec, 22 | 79.77% | 1.27% |
| 30 Sep, 22 | 79.36% | 1.32% |
| 30 Jun, 22 | 77.45% | 1.28% |
| 31 Mar, 22 | 77.67% | 1.33% |
| 31 Dec, 21 | 76.36% | 1.32% |
| 30 Sep, 21 | 75.92% | 1.45% |
| 30 Jun, 21 | 72.42% | 1.36% |
| 31 Mar, 21 | 72.98% | 1.29% |
| 31 Dec, 20 | 75.12% | 1.33% |
| 30 Sep, 20 | 75.05% | 1.34% |
| 30 Jun, 20 | 74.97% | 1.42% |
| 31 Mar, 20 | 72.59% | 1.30% |
| 31 Dec, 19 | 74.80% | 1.32% |
| 30 Sep, 19 | 75.24% | 1.36% |
| 30 Jun, 19 | 74.39% | 1.30% |
| 31 Mar, 19 | 75.65% | 1.43% |
| 31 Dec, 18 | 72.81% | 1.38% |
| 30 Sep, 18 | 72.56% | 1.45% |
| 30 Jun, 18 | 70.85% | 1.45% |
| 31 Mar, 18 | 69.98% | 1.43% |
| 31 Dec, 17 | 69.95% | 1.50% |
| 30 Sep, 17 | 68.29% | 1.41% |
| 30 Jun, 17 | 69.59% | 1.59% |
| 31 Mar, 17 | 66.08% | 1.51% |
| 31 Dec, 16 | 66.08% | 1.58% |
| 30 Sep, 16 | 64.77% | 1.64% |
| 30 Jun, 16 | 62.76% | 1.84% |
| 31 Mar, 16 | 58.47% | 1.72% |
| 31 Dec, 15 | 58.24% | 73.75% |
| 30 Sep, 15 | 8.89% | - |
As of 30 Jun 24, CSW Industrials is held by 23.44% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 77 | -38.40% |
| 31 Mar, 24 | 125 | 7.76% |
| 31 Dec, 23 | 116 | 13.73% |
| 30 Sep, 23 | 102 | -4.67% |
| 30 Jun, 23 | 107 | 9.18% |
| 31 Mar, 23 | 98 | 20.99% |
| 31 Dec, 22 | 81 | -4.71% |
| 30 Sep, 22 | 85 | 23.19% |
| 30 Jun, 22 | 69 | -2.82% |
| 31 Mar, 22 | 71 | -1.39% |
| 31 Dec, 21 | 72 | -6.49% |
| 30 Sep, 21 | 77 | 26.23% |
| 30 Jun, 21 | 61 | -16.44% |
| 31 Mar, 21 | 73 | 10.61% |
| 31 Dec, 20 | 66 | 40.43% |
| 30 Sep, 20 | 47 | -26.56% |
| 30 Jun, 20 | 64 | -1.54% |
| 31 Mar, 20 | 65 | -13.33% |
| 31 Dec, 19 | 75 | -13.79% |
| 30 Sep, 19 | 87 | 7.41% |
| 30 Jun, 19 | 81 | - |
| 31 Mar, 19 | 81 | 50.00% |
| 31 Dec, 18 | 54 | 42.11% |
| 30 Sep, 18 | 38 | -39.68% |
| 30 Jun, 18 | 63 | 46.51% |
| 31 Mar, 18 | 43 | -24.56% |
| 31 Dec, 17 | 57 | 46.15% |
| 30 Sep, 17 | 39 | -9.30% |
| 30 Jun, 17 | 43 | 13.16% |
| 31 Mar, 17 | 38 | -30.91% |
| 31 Dec, 16 | 55 | 19.57% |
| 30 Sep, 16 | 46 | - |
| 30 Jun, 16 | 46 | -2.13% |
| 31 Mar, 16 | 47 | -32.86% |
| 31 Dec, 15 | 70 | 6900.00% |
| 30 Sep, 15 | 1 | - |
77 institutional shareholders have increased their position in CSWI stock as of 30 Jun 24 compared to 125 in the previous quarter (a -38.40% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 42 | -54.35% |
| 31 Mar, 24 | 92 | 10.84% |
| 31 Dec, 23 | 83 | 31.75% |
| 30 Sep, 23 | 63 | 21.15% |
| 30 Jun, 23 | 52 | 13.04% |
| 31 Mar, 23 | 46 | -24.59% |
| 31 Dec, 22 | 61 | -1.61% |
| 30 Sep, 22 | 62 | 10.71% |
| 30 Jun, 22 | 56 | 24.44% |
| 31 Mar, 22 | 45 | - |
| 31 Dec, 21 | 45 | 9.76% |
| 30 Sep, 21 | 41 | -32.79% |
| 30 Jun, 21 | 61 | 3.39% |
| 31 Mar, 21 | 59 | -16.90% |
| 31 Dec, 20 | 71 | -11.25% |
| 30 Sep, 20 | 80 | 15.94% |
| 30 Jun, 20 | 69 | -4.17% |
| 31 Mar, 20 | 72 | 30.91% |
| 31 Dec, 19 | 55 | 10.00% |
| 30 Sep, 19 | 50 | -1.96% |
| 30 Jun, 19 | 51 | 41.67% |
| 31 Mar, 19 | 36 | -18.18% |
| 31 Dec, 18 | 44 | -6.38% |
| 30 Sep, 18 | 47 | 62.07% |
| 30 Jun, 18 | 29 | -21.62% |
| 31 Mar, 18 | 37 | 23.33% |
| 31 Dec, 17 | 30 | -9.09% |
| 30 Sep, 17 | 33 | 37.50% |
| 30 Jun, 17 | 24 | -17.24% |
| 31 Mar, 17 | 29 | 45.00% |
| 31 Dec, 16 | 20 | 5.26% |
| 30 Sep, 16 | 19 | 5.56% |
| 30 Jun, 16 | 18 | 80.00% |
| 31 Mar, 16 | 10 | 900.00% |
| 31 Dec, 15 | 1 | - |
| 30 Sep, 15 | - | - |
42 institutional shareholders have reduced their position in CSWI stock as of 30 Jun 24 compared to 92 in the previous quarter (a -54.35% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 158 | -41.48% | 3,639,181 | -72.04% | 23.44% | 0.33% | 77 | -38.40% | 42 | -54.35% |
| 31 Mar, 24 | 270 | 11.11% | 13,017,145 | 1.29% | 83.73% | 1.23% | 125 | 7.76% | 92 | 10.84% |
| 31 Dec, 23 | 243 | 10.96% | 12,851,804 | 1.31% | 82.67% | 1.24% | 116 | 13.73% | 83 | 31.75% |
| 30 Sep, 23 | 219 | 5.80% | 12,686,117 | 1.32% | 81.74% | 1.25% | 102 | -4.67% | 63 | 21.15% |
| 30 Jun, 23 | 207 | 6.15% | 12,520,661 | -0.68% | 80.73% | 1.22% | 107 | 9.18% | 52 | 13.04% |
| 31 Mar, 23 | 195 | 3.17% | 12,605,756 | 2.12% | 81.28% | 1.28% | 98 | 20.99% | 46 | -24.59% |
| 31 Dec, 22 | 189 | 2.16% | 12,344,450 | 0.75% | 79.77% | 1.27% | 81 | -4.71% | 61 | -1.61% |
| 30 Sep, 22 | 185 | 12.80% | 12,252,635 | 1.13% | 79.36% | 1.32% | 85 | 23.19% | 62 | 10.71% |
| 30 Jun, 22 | 164 | 4.46% | 12,115,408 | -1.06% | 77.45% | 1.28% | 69 | -2.82% | 56 | 24.44% |
| 31 Mar, 22 | 157 | 0.64% | 12,245,133 | 1.54% | 77.67% | 1.33% | 71 | -1.39% | 45 | - |
| 31 Dec, 21 | 156 | -4.29% | 12,059,869 | 1.58% | 76.36% | 1.32% | 72 | -6.49% | 45 | 9.76% |
| 30 Sep, 21 | 163 | -0.61% | 11,872,178 | 4.32% | 75.92% | 1.45% | 77 | 26.23% | 41 | -32.79% |
| 30 Jun, 21 | 164 | -1.80% | 11,380,602 | -1.19% | 72.42% | 1.36% | 61 | -16.44% | 61 | 3.39% |
| 31 Mar, 21 | 167 | -2.34% | 11,517,579 | 2.48% | 72.98% | 1.29% | 73 | 10.61% | 59 | -16.90% |
| 31 Dec, 20 | 171 | 9.62% | 11,238,431 | 1.54% | 75.12% | 1.33% | 66 | 40.43% | 71 | -11.25% |
| 30 Sep, 20 | 156 | -4.29% | 11,067,925 | 0.38% | 75.05% | 1.34% | 47 | -26.56% | 80 | 15.94% |
| 30 Jun, 20 | 163 | 1.24% | 11,025,657 | 1.00% | 74.97% | 1.42% | 64 | -1.54% | 69 | -4.17% |
| 31 Mar, 20 | 161 | -4.73% | 10,916,190 | -3.25% | 72.59% | 1.30% | 65 | -13.33% | 72 | 30.91% |
| 31 Dec, 19 | 169 | 1.20% | 11,282,369 | -0.19% | 74.80% | 1.32% | 75 | -13.79% | 55 | 10.00% |
| 30 Sep, 19 | 167 | 6.37% | 11,303,720 | 1.36% | 75.24% | 1.36% | 87 | 7.41% | 50 | -1.96% |
| 30 Jun, 19 | 157 | 10.56% | 11,151,690 | -1.66% | 74.39% | 1.30% | 81 | - | 51 | 41.67% |
| 31 Mar, 19 | 142 | 15.45% | 11,340,208 | 2.22% | 75.65% | 1.43% | 81 | 50.00% | 36 | -18.18% |
| 31 Dec, 18 | 123 | 16.04% | 11,094,273 | -1.50% | 72.81% | 1.38% | 54 | 42.11% | 44 | -6.38% |
| 30 Sep, 18 | 106 | -7.83% | 11,263,479 | 0.47% | 72.56% | 1.45% | 38 | -39.68% | 47 | 62.07% |
| 30 Jun, 18 | 115 | 11.65% | 11,210,823 | 2.23% | 70.85% | 1.45% | 63 | 46.51% | 29 | -21.62% |
| 31 Mar, 18 | 103 | -4.63% | 10,966,613 | -0.10% | 69.98% | 1.43% | 43 | -24.56% | 37 | 23.33% |
| 31 Dec, 17 | 108 | 13.68% | 10,977,369 | 1.40% | 69.95% | 1.50% | 57 | 46.15% | 30 | -9.09% |
| 30 Sep, 17 | 95 | 3.26% | 10,826,112 | -1.82% | 68.29% | 1.41% | 39 | -9.30% | 33 | 37.50% |
| 30 Jun, 17 | 92 | 1.10% | 11,027,200 | 5.31% | 69.59% | 1.59% | 43 | 13.16% | 24 | -17.24% |
| 31 Mar, 17 | 91 | -4.21% | 10,470,983 | 0.09% | 66.08% | 1.51% | 38 | -30.91% | 29 | 45.00% |
| 31 Dec, 16 | 95 | 7.95% | 10,461,175 | 2.91% | 66.08% | 1.58% | 55 | 19.57% | 20 | 5.26% |
| 30 Sep, 16 | 88 | 7.32% | 10,165,313 | 3.06% | 64.77% | 1.64% | 46 | - | 19 | 5.56% |
| 30 Jun, 16 | 82 | 9.33% | 9,863,819 | 7.96% | 62.76% | 1.84% | 46 | -2.13% | 18 | 80.00% |
| 31 Mar, 16 | 75 | 5.63% | 9,136,233 | 0.15% | 58.47% | 1.72% | 47 | -32.86% | 10 | 900.00% |
| 31 Dec, 15 | 71 | 7000.00% | 9,122,839 | 558.77% | 58.24% | 73.75% | 70 | 6900.00% | 1 | - |
| 30 Sep, 15 | 1 | - | 1,384,830 | - | 8.89% | - | 1 | - | - | - |
CSW Industrials Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of CSW Industrials's stock was made by Armes Joseph B on Aug 16 2024, selling 31 shares at $311.28 per share (valued at $9.65K).
CSW Industrials Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 8 | 12 | 66.67% |
| Q2 2024 | 11 | 30 | 36.67% |
| Q1 2024 | - | 11 | - |
| Q4 2023 | 5 | 21 | 23.81% |
| Q3 2023 | 7 | 18 | 38.89% |
| Q2 2023 | 9 | 23 | 39.13% |
| Q1 2023 | - | 18 | - |
| Q4 2022 | 5 | 7 | 71.43% |
| Q3 2022 | 7 | 7 | 100.00% |
| Q2 2022 | 7 | 9 | 77.78% |
| Q1 2022 | - | 2 | - |
| Q4 2021 | 15 | 26 | 57.69% |
| Q3 2021 | 3 | 13 | 23.08% |
| Q2 2021 | 14 | 21 | 66.67% |
| Q1 2021 | - | 10 | - |
| Q4 2020 | 12 | 17 | 70.59% |
| Q3 2020 | 4 | 13 | 30.77% |
| Q2 2020 | 12 | 17 | 70.59% |
| Q1 2020 | 2 | 5 | 40.00% |
| Q4 2019 | 11 | 8 | 137.50% |
8 total buy trades, and 12 total sell trades (buy/sell ratio of 0.67%) were made by CSW Industrials's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 12 | - |
| Q2 2024 | - | 17 | - |
| Q1 2024 | - | 10 | - |
| Q4 2023 | - | 16 | - |
| Q3 2023 | - | 17 | - |
| Q2 2023 | - | 12 | - |
| Q1 2023 | - | 16 | - |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 17 | - |
| Q3 2021 | 1 | 10 | 10.00% |
| Q2 2021 | - | 8 | - |
| Q1 2021 | - | 9 | - |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 9 | - |
| Q2 2020 | 1 | 5 | 20.00% |
| Q1 2020 | 1 | 4 | 25.00% |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 12 open market sell trades of CSW Industrials's stocks.
CSW Industrials Peer Ownership
| Ticker | Company |
|---|---|
| LXFR | Luxfer Holdings PLC |
| HURC | Hurco Companies, Inc. |
| WTS | Watts Water Technologies, Inc. |
| EPAC | Enerpac Tool Group Corp. |
| NPO | EnPro Industries, Inc. |
| ITT | ITT Inc. |
| IEX | IDEX Corporation |
| GRC | The Gorman-Rupp Company |
| DCI | Donaldson Company, Inc. |
| JBT | John Bean Technologies Corporation |
| TAYD | Taylor Devices, Inc. |
| OFLX | Omega Flex, Inc. |
CSWI Ownership FAQ
Who Owns CSW Industrials?
CSW Industrials is owned by institutional shareholders (23.44%), insiders (4.63%), and public (71.93%). The largest institutional shareholder of CSW Industrials is VANGUARD GROUP INC (9.74% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (1.96% of total shares).
Who are the major institutional shareholders of CSW Industrials?
CSW Industrials's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., NEUBERGER BERMAN GROUP LLC, WASATCH ADVISORS LP, and T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 30.70% of the company's share outstanding.
How many CSW Industrials shareholders are there?
As of Jun 2024, there are 158 institutional shareholders of CSW Industrials.
What percentage of CSW Industrials is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 1.51M shares of CSW Industrials, representing 9.74% of the company's total shares outstanding, valued at $401.34M (as of Jun 2024).
What percentage of CSW Industrials is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.15M shares of CSW Industrials (CSWI), compromising 7.39% of the company, valued at $304.39M.
What percentage of CSW Industrials is owned by NEUBERGER BERMAN GROUP LLC?
NEUBERGER BERMAN GROUP LLC is the third largest holder of CSW Industrials. The company owns 943.48K of the company's shares outstanding (worth $250.31M).