Foundations Investment Advisors, LLC Capital Southwest Corp Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 65,453 shares of CSWC stock, worth $1.71 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
65,453
Previous 54,558
19.97%
Holding current value
$1.71 Million
Previous $1.29 Million
26.3%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CSWC
# of Institutions
149Shares Held
10.8MCall Options Held
200KPut Options Held
98.1K-
Van Eck Associates Corp847KShares$22.1 Million0.03% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN669KShares$17.5 Million1.0% of portfolio
-
Sanders Morris Harris LLC644KShares$16.8 Million3.22% of portfolio
-
Zuckerman Investment Group, LLC Chicago, IL643KShares$16.8 Million1.92% of portfolio
-
Sound Income Strategies, LLC550KShares$14.3 Million1.14% of portfolio
About CAPITAL SOUTHWEST CORP
- Ticker CSWC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 27,530,600
- Market Cap $718M
- 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, ...