Naviter Wealth, LLC Capital Southwest Corp Transaction History
Naviter Wealth, LLC
- $795 Million
- Q2 2025
A detailed history of Naviter Wealth, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 100,105 shares of CSWC stock, worth $2.29 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
100,105
Previous 81,753
22.45%
Holding current value
$2.29 Million
Previous $1.82 Million
20.94%
% of portfolio
0.28%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CSWC
# of Institutions
197Shares Held
31.5MCall Options Held
79.5KPut Options Held
379K-
Kingstone Capital Partners Texas, LLC Frisco, TX13.1MShares$300 Million0.05% of portfolio
-
Sanders Morris Harris LLC1.39MShares$31.8 Million7.93% of portfolio
-
Van Eck Associates Corp1.17MShares$26.7 Million0.03% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny1.01MShares$23.2 Million0.05% of portfolio
-
Balyasny Asset Management LLC Chicago, IL803KShares$18.4 Million0.03% 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, ...