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Capital Southwest Corporation shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 405k 23.70
2023-09-30 $972k 42k 22.90

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View all positions for Beacon Pointe Advisors

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation