Kestra Advisory Services, LLC - CAPITAL SOUTHWEST CORP ownership

CAPITAL SOUTHWEST CORP's ticker is CSWC and the CUSIP is 140501107. A total of 141 filers reported holding CAPITAL SOUTHWEST CORP in Q1 2024. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of CAPITAL SOUTHWEST CORP
ValueSharesWeighting
Q2 2024$1,071,229
-2.2%
41,059
-6.4%
0.01%
-14.3%
Q1 2024$1,094,853
+6.0%
43,864
+0.6%
0.01%
-12.5%
Q4 2023$1,032,949
+13.7%
43,584
+9.9%
0.01%
-11.1%
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 Q1 2024
NameSharesValueWeighting ↓
SANDERS MORRIS HARRIS LLC 715,239$13,174,0002.88%
Zuckerman Investment Group, LLC 648,454$11,945,0002.17%
Sound Income Strategies, LLC 382,212$7,040,0000.94%
Moerus Capital Management LLC 125,820$2,318,0000.82%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 523,315$9,639,0000.67%
GRACE & WHITE INC /NY 129,471$2,385,0000.50%
Legacy Capital Wealth Partners, LLC 50,811$936,0000.47%
MCKINLEY CAPITAL MANAGEMENT LLC 121,777$2,243,0000.29%
TECTONIC ADVISORS LLC 80,577$1,484,0000.27%
All Season Financial Advisors, Inc. 16,061$296,0000.25%
View complete list of CAPITAL SOUTHWEST CORP shareholders