Core Wealth Partners LLC Capital Southwest Corp Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 2025
A detailed history of Core Wealth Partners LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Core Wealth Partners LLC holds 11,520 shares of CSWC stock, worth $241,113. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,520
Previous 11,520
-0.0%
Holding current value
$241,113
Previous $257 Million
1.25%
% of portfolio
0.13%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding CSWC
# of Institutions
199Shares Held
31.4MCall Options Held
114KPut Options Held
154K-
Kingstone Capital Partners Texas, LLC Frisco, TX13.1MShares$274 Million0.05% of portfolio
-
Sanders Morris Harris LLC1.37MShares$28.6 Million4.34% of portfolio
-
Van Eck Associates Corp1.35MShares$28.2 Million0.03% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny984KShares$20.6 Million0.05% of portfolio
-
Ubs Group Ag783KShares$16.4 Million0.0% of portfolio
About CAPITAL SOUTHWEST CORP
- Ticker CSWC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 27,530,600
- Market Cap $576M
- 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, ...