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 16,577 shares of CSWC stock, worth $379,281. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,577
Previous 16,208 2.28%
Holding current value
$379,281
Previous $422,000 0.71%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.56 - $27.07 $8,693 - $9,988
369 Added 2.28%
16,577 $419,000
Q2 2024

Aug 09, 2024

BUY
$24.39 - $27.2 $125,535 - $139,998
5,147 Added 46.53%
16,208 $422,000
Q1 2024

May 08, 2024

BUY
$23.33 - $25.66 $37,118 - $40,825
1,591 Added 16.8%
11,061 $276,000
Q4 2023

Feb 07, 2024

BUY
$20.81 - $24.12 $197,070 - $228,416
9,470 New
9,470 $224,000

Others Institutions Holding CSWC

About CAPITAL SOUTHWEST CORP


  • Ticker CSWC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 27,530,600
  • Market Cap $630M
  • 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, ...
More about CSWC
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