Private Advisor »

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

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
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

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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