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Capital Southwest Corporation shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $721 28 25.79
2024-03-31 $675 27 25.00
2023-12-31 $625 26 24.04
2023-09-30 $588 26 22.62

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

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