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Capital Southwest Corporation shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Capital Southwest Corporation

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00145804,580.545814,581.54582209209.5210210.5211
Value ($)Share countHistorical CSWC position of Wingate Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Capital Southwest Corporation held by Wingate 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6k 210 21.82

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View all positions for Wingate Wealth Advisors

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Balyasny Asset Management
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
Asset Management Investors
Punch & Associates Investment Management
Sound Income Strategies
Beacon Pointe Advisors
Harbor Capital Advisors
Tectonic Advisors
Melia Wealth
Legal & General Group
First Manhattan
Millennium Management

View all funds holding Capital Southwest Corporation