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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
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.
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