Naviter Wealth, LLC Capital Southwest Corp Transaction History
Naviter Wealth, LLC
- $742 Million
- Q4 2025
A detailed history of Naviter Wealth, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 99,245 shares of CSWC stock, worth $2.06 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
99,245
Previous 102,757
3.42%
Holding current value
$2.06 Million
Previous $2.25 Million
8.1%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding CSWC
# of Institutions
190Shares Held
16.2MCall Options Held
232KPut Options Held
188K-
Van Eck Associates Corp1.46MShares$30.3 Million0.03% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny995KShares$20.7 Million0.05% of portfolio
-
Two Sigma Investments, LP New York, NY892KShares$18.6 Million0.03% of portfolio
-
Sound Income Strategies, LLC886KShares$18.4 Million0.98% of portfolio
-
Ubs Group Ag778KShares$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 $573M
- 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, ...