Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of CAPITAL SOUTHWEST CORP
ValueSharesWeighting
Q4 2021$27,0000.0%1,0720.0%0.00%0.0%
Q3 2021$27,000
+12.5%
1,072
+2.1%
0.00%0.0%
Q2 2021$24,000
+71.4%
1,050
+71.6%
0.00%
+33.3%
Q1 2021$14,000
+27.3%
612
+2.3%
0.00%
+50.0%
Q4 2020$11,0005980.00%
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