Advisors Asset Management, Inc. - CAPITAL SOUTHWEST CORP ownership

CAPITAL SOUTHWEST CORP's ticker is CSWC and the CUSIP is 140501107. A total of 75 filers reported holding CAPITAL SOUTHWEST CORP in Q4 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of CAPITAL SOUTHWEST CORP
ValueSharesWeighting
Q3 2023$4,468,294
+24.7%
195,122
+7.4%
0.10%
+31.5%
Q2 2023$3,583,735
+4.8%
181,731
-5.5%
0.07%
+4.3%
Q1 2023$3,420,250
+9.8%
192,365
+5.6%
0.07%
+9.4%
Q4 2022$3,114,987
-5.8%
182,163
-6.7%
0.06%
-8.6%
Q3 2022$3,306,000
-4.0%
195,185
+4.4%
0.07%
+7.7%
Q2 2022$3,445,000
-26.1%
187,034
-4.8%
0.06%
-9.7%
Q1 2022$4,661,000
-0.7%
196,419
+5.7%
0.07%
+7.5%
Q4 2021$4,696,000
+6.4%
185,769
+6.0%
0.07%0.0%
Q3 2021$4,412,000
+23.1%
175,212
+13.6%
0.07%
+26.4%
Q2 2021$3,583,000
+9.3%
154,221
+4.2%
0.05%
+3.9%
Q1 2021$3,278,000
+30.3%
147,944
+4.4%
0.05%
+21.4%
Q4 2020$2,516,000
+24.1%
141,747
-1.8%
0.04%
+13.5%
Q3 2020$2,028,000
+3.2%
144,356
-1.0%
0.04%
-2.6%
Q2 2020$1,965,000
+34.9%
145,774
+14.3%
0.04%
+8.6%
Q1 2020$1,457,000
-50.2%
127,561
-9.3%
0.04%
-31.4%
Q4 2019$2,927,000
-11.6%
140,635
-7.4%
0.05%
-16.4%
Q3 2019$3,310,000
-0.4%
151,847
-4.3%
0.06%
+1.7%
Q2 2019$3,323,000
-7.2%
158,613
-6.8%
0.06%
-6.2%
Q1 2019$3,580,000
+18.7%
170,130
+8.5%
0.06%
+4.9%
Q4 2018$3,015,000
+15.0%
156,846
+13.5%
0.06%
+41.9%
Q3 2018$2,622,000
+21.2%
138,147
+15.6%
0.04%
+16.2%
Q2 2018$2,164,000
+43.8%
119,518
+36.6%
0.04%
+48.0%
Q1 2018$1,505,000
+22.3%
87,491
+17.6%
0.02%
+25.0%
Q4 2017$1,231,000
+73.1%
74,377
+79.3%
0.02%
+66.7%
Q3 2017$711,000
+297.2%
41,485
+272.5%
0.01%
+300.0%
Q2 2017$179,000
-43.0%
11,136
-50.8%
0.00%
-40.0%
Q4 2015$314,000
-73.0%
22,639
-7.6%
0.01%
-73.7%
Q3 2015$1,161,000
-9.1%
24,494
-4.2%
0.02%
+5.6%
Q2 2015$1,277,000
-58.2%
25,570
-61.2%
0.02%
-56.1%
Q1 2015$3,056,000
+13.8%
65,824
-7.1%
0.04%
+13.9%
Q4 2014$2,686,000
-5.2%
70,853
-10.6%
0.04%
-7.7%
Q3 2014$2,834,000
-5.4%
79,222
-4.8%
0.04%
-7.1%
Q2 2014$2,996,000
+61.0%
83,189
+55.2%
0.04%
+50.0%
Q1 2014$1,861,000
-10.8%
53,596
-10.4%
0.03%
-17.6%
Q4 2013$2,086,000
+57.6%
59,830
+54.6%
0.03%
+41.7%
Q3 2013$1,324,000
+575.5%
38,688
+2614.9%
0.02%
+500.0%
Q2 2013$196,0001,4250.00%
Other shareholders
CAPITAL SOUTHWEST CORP shareholders Q4 2020
NameSharesValueWeighting ↓
SANDERS MORRIS HARRIS LLC 741,409$18,743,0003.24%
Zuckerman Investment Group, LLC 607,675$15,362,0002.38%
Moerus Capital Management LLC 127,786$3,230,0001.41%
Sound Income Strategies, LLC 374,739$9,473,0001.12%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 502,275$12,698,0000.66%
GRACE & WHITE INC /NY 120,600$3,049,0000.56%
Legacy Capital Wealth Partners, LLC 49,780$1,258,0000.52%
All Season Financial Advisors, Inc. 24,927$630,0000.44%
TECTONIC ADVISORS LLC 49,816$1,259,0000.22%
MCKINLEY CAPITAL MANAGEMENT LLC 98,908$2,501,0000.22%
View complete list of CAPITAL SOUTHWEST CORP shareholders