Concurrent Investment Advisors, LLC Capital Southwest Corp Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
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 13,842 shares of CSWC stock, worth $316,981. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,842
Previous 15,832
12.57%
Holding current value
$316,981
Previous $400 Million
24.57%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CSWC
# of Institutions
172Shares Held
12.6MCall Options Held
79.8KPut Options Held
84.6K-
Van Eck Associates Corp1.19MShares$27.3 Million0.03% of portfolio
-
Sanders Morris Harris LLC815KShares$18.7 Million2.78% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN676KShares$15.5 Million1.02% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny661KShares$15.1 Million0.04% of portfolio
-
Zuckerman Investment Group, LLC Chicago, IL641KShares$14.7 Million1.75% of portfolio
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, ...