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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
2023-12-31 $625 26 24.04
2023-09-30 $588 26 22.62

More positions owned by Institutional & Family Asset Management

Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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 Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Institutional & Family Asset Management

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