A detailed history of Cetera Investment Advisers transactions in Capital Southwest Corp stock. As of the latest transaction made, Cetera Investment Advisers holds 35,872 shares of CSWC stock, worth $896,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,872
Previous 45,396 20.98%
Holding current value
$896,441
Previous $1.13 Million 17.48%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 22, 2024

SELL
$24.39 - $27.2 $232,290 - $259,052
-9,524 Reduced 20.98%
35,872 $935,000
Q1 2024

May 24, 2024

BUY
$23.33 - $25.66 $1.06 Million - $1.16 Million
45,396 New
45,396 $1.13 Million
Q4 2023

Feb 13, 2024

SELL
$20.81 - $24.12 $82,365 - $95,466
-3,958 Reduced 10.11%
35,180 $833,000
Q3 2023

Nov 14, 2023

BUY
$19.83 - $23.05 $28,099 - $32,661
1,417 Added 3.76%
39,138 $896,000
Q2 2023

Aug 09, 2023

BUY
$17.34 - $19.99 $43,037 - $49,615
2,482 Added 7.04%
37,721 $743,000
Q1 2023

May 15, 2023

BUY
$16.89 - $20.03 $233,690 - $277,135
13,836 Added 64.65%
35,239 $626,000
Q4 2022

Feb 14, 2023

BUY
$16.73 - $19.68 $27,303 - $32,117
1,632 Added 8.25%
21,403 $365,000
Q3 2022

Nov 10, 2022

BUY
$16.79 - $20.99 $83,261 - $104,089
4,959 Added 33.48%
19,771 $335,000
Q2 2022

Aug 11, 2022

BUY
$17.99 - $24.07 $93,961 - $125,717
5,223 Added 54.47%
14,812 $273,000
Q1 2022

May 13, 2022

BUY
$23.08 - $26.35 $221,314 - $252,670
9,589 New
9,589 $228,000

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 $688M
  • 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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