Ever Source Wealth Advisors, LLC Capital Southwest Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,787 shares of CSWC stock, worth $57,551. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,787
Previous 2,359
18.14%
Holding current value
$57,551
Previous $52,000
17.31%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$270 Million0.05% of portfolio
-
Sanders Morris Harris LLC1.37MShares$28.3 Million4.34% of portfolio
-
Van Eck Associates Corp1.35MShares$27.8 Million0.03% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny984KShares$20.3 Million0.05% of portfolio
-
Ubs Group Ag783KShares$16.2 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 $569M
- 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, ...