Patriot Financial Group Insurance Agency, LLC Capital Southwest Corp Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	BUY	$20.74 - $22.41 $8,296 - $8,964	400 Added 80.0%	900 $19,000
Q2 2019 Aug 07, 2019	BUY	$20.95 - $22.37 $10,475 - $11,185	500 New	500 $10,000

Others Institutions Holding CSWC

# of Institutions

156

Shares Held

11.5M

Call Options Held

67.9K

Put Options Held

114K

Van Eck Associates Corp

1.06M
Shares

$26.8 Million
0.04% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

748K
Shares

$18.9 Million
0.04% of portfolio
Punch & Associates Investment Management, Inc. Edina, MN

670K
Shares

$16.9 Million
1.08% of portfolio
Sanders Morris Harris LLC

641K
Shares

$16.2 Million
2.82% of portfolio
Zuckerman Investment Group, LLC Chicago, IL

641K
Shares

$16.2 Million
1.99% of portfolio

View Full List

About CAPITAL SOUTHWEST CORP

Ticker CSWC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 27,530,600
Market Cap $696M
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, ...

More about CSWC

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