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Capital Southwest Corporation shares owned by Oppenheimer & Co

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Oppenheimer & Co from 13F filings

Historical chart of Oppenheimer & Co investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Oppenheimer & Co

Quarter filed Position value Share count Share price at filing
2025-03-31 $334k 15k 22.32
2024-12-31 $326k 15k 21.82
2024-03-31 $996k 40k 24.96
2023-09-30 $723k 32k 22.90
2023-06-30 $337k 17k 19.72
2021-09-30 $300k 12k 25.18
2021-06-30 $220k 9.5k 23.26

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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