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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $292k 13k 21.86
2025-03-31 $245k 11k 22.32
2024-12-31 $362k 17k 21.82
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.
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