Avantax Advisory Services, Inc. Capital Southwest Corp Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Capital Southwest Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,061 shares of CSWC stock, worth $294,333. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,061
Previous 9,470
16.8%
Holding current value
$294,333
Previous $224,000
23.21%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CSWC
# of Institutions
149Shares Held
10.8MCall Options Held
200KPut Options Held
98.1K-
Van Eck Associates Corp847KShares$22.5 Million0.03% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN669KShares$17.8 Million1.0% of portfolio
-
Sanders Morris Harris LLC644KShares$17.1 Million3.22% of portfolio
-
Zuckerman Investment Group, LLC Chicago, IL643KShares$17.1 Million1.92% of portfolio
-
Sound Income Strategies, LLC550KShares$14.6 Million1.14% of portfolio
About CAPITAL SOUTHWEST CORP
- Ticker CSWC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 27,530,600
- Market Cap $733M
- Description
- Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, ...