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Capital Southwest Corporation shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $11k 475 22.04
2024-12-31 $14k 650 21.82
2024-09-30 $16k 650 25.29
2017-09-30 $54k 3.2k 17.11
2017-06-30 $51k 3.2k 16.16

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View all positions for IFP Advisors

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