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Capital Southwest Corporation shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Capital Southwest Corporation

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

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Quarterly reported holdings in Capital Southwest Corporation by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 11k 25.29
2024-06-30 $440k 17k 26.09
2024-03-31 $508k 20k 24.96
2023-12-31 $592k 25k 23.70
2023-09-30 $534k 23k 22.90
2023-06-30 $487k 25k 19.72
2023-03-31 $456k 26k 17.78
2022-12-31 $437k 26k 17.10

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View all positions for CI Private Wealth

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation