Naviter Wealth »

Capital Southwest Corporation shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 103k 21.86
2025-06-30 $2.2M 100k 22.04
2025-03-31 $1.9M 82k 23.01
2024-12-31 $1.8M 84k 21.82

More positions owned by Naviter Wealth

Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Msci Acwi Etf (ACWI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ares Capital Corporation (ARCC)
Meta Platforms Cl A (META)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Naviter Wealth

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