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Capital Southwest Corporation shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Capital Southwest Corporation

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

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Quarterly reported holdings in Capital Southwest Corporation by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 12k 25.29
2024-06-30 $384k 15k 26.09
2024-03-31 $301k 12k 24.96
2023-12-31 $234k 9.9k 23.70
2022-12-31 $198 12k 0.02
2022-09-30 $189k 11k 16.98
2022-06-30 $200k 11k 18.38
2022-03-31 $270k 11k 23.70
2021-12-31 $288k 11k 25.28
2020-06-30 $89k 6.6k 13.42

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Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Invesco
Harbor Capital Advisors
Tectonic Advisors
BlackRock
LPL Financial
Advisors Asset Management
Hennion & Walsh Asset Management
Grace & White
Franklin Resources
Raymond James Financial Services Advisors
Denali Advisors

View all funds holding Capital Southwest Corporation