Capital Southwest Corporation shares owned by LPL Financial
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 195k | 21.86 |
| 2025-06-30 | $4.5M | 206k | 22.04 |
| 2025-03-31 | $4.4M | 198k | 22.32 |
| 2024-12-31 | $3.7M | 169k | 21.82 |
| 2024-09-30 | $4.9M | 192k | 25.29 |
| 2024-06-30 | $4.7M | 181k | 26.09 |
| 2024-03-31 | $3.8M | 154k | 24.96 |
| 2023-09-30 | $3.0M | 129k | 22.90 |
| 2023-06-30 | $2.3M | 118k | 19.72 |
| 2023-03-31 | $2.0M | 115k | 17.78 |
| 2022-12-31 | $1.8M | 104k | 17.10 |
| 2022-09-30 | $1.4M | 83k | 16.94 |
| 2022-06-30 | $1.6M | 85k | 18.42 |
| 2022-03-31 | $1.3M | 54k | 23.73 |
| 2021-12-31 | $1.1M | 43k | 25.28 |
| 2021-09-30 | $899k | 36k | 25.18 |
| 2021-06-30 | $970k | 42k | 23.22 |
| 2021-03-31 | $806k | 36k | 22.17 |
| 2020-12-31 | $618k | 35k | 17.75 |
| 2020-09-30 | $425k | 30k | 14.04 |
| 2020-06-30 | $214k | 16k | 13.47 |
| 2020-03-31 | $161k | 14k | 11.39 |
| 2019-12-31 | $361k | 17k | 20.80 |
| 2012-09-30 | $260k | 2.3k | 112.07 |
Top funds holding Capital Southwest Corporation
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