A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,832 shares of CSWC stock, worth $368,727. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,832
Previous 17,377 8.89%
Holding current value
$368,727
Previous $453 Million 11.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$23.56 - $27.07 $36,400 - $41,823
-1,545 Reduced 8.89%
15,832 $400 Million
Q2 2024

Jul 30, 2024

BUY
$24.39 - $27.2 $210,510 - $234,763
8,631 Added 98.69%
17,377 $453 Million
Q1 2024

May 07, 2024

BUY
$23.33 - $25.66 $204,044 - $224,422
8,746 New
8,746 $218 Million

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 $641M
  • 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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