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Capital Southwest Corporation shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $215k 9.7k 22.04
2024-06-30 $200k 7.7k 26.09
2023-12-31 $324k 14k 23.70
2023-09-30 $346k 15k 22.90
2023-06-30 $337k 17k 19.72
2023-03-31 $273k 15k 17.78

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View all positions for Atria Wealth Solutions

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation