Kestra Advisory Services, LLC - CAPITAL SOUTHWEST CORP ownership

CAPITAL SOUTHWEST CORP's ticker is CSWC and the CUSIP is 140501107. A total of 102 filers reported holding CAPITAL SOUTHWEST CORP in Q4 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of CAPITAL SOUTHWEST CORP
ValueSharesWeighting
Q3 2023$908,214
+30.4%
39,660
+12.3%
0.01%
+28.6%
Q2 2023$696,333
+4.9%
35,311
-5.4%
0.01%0.0%
Q1 2023$663,771
+11.5%
37,332
+7.3%
0.01%
+40.0%
Q4 2022$595,080
-99.9%
34,800
-53.1%
0.01%
-28.6%
Q3 2022$629,629,000
+101453.1%
74,278
+120.8%
0.01%
+16.7%
Q2 2022$620,000
-17.7%
33,637
+6.0%
0.01%
-25.0%
Q1 2022$753,000
-8.3%
31,733
-2.3%
0.01%0.0%
Q4 2021$821,000
+3.0%
32,480
+2.6%
0.01%0.0%
Q3 2021$797,000
+124.5%
31,661
+107.1%
0.01%
+100.0%
Q2 2021$355,000
+42.6%
15,289
+36.3%
0.00%
+33.3%
Q1 2021$249,00011,2180.00%
Other shareholders
CAPITAL SOUTHWEST CORP shareholders Q4 2022
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