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Capital Southwest Corporation shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 16k 25.29
2022-12-31 $34k 2.0k 17.10

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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