Walter & Keenan Wealth Management LLC Capital Southwest Corp Transaction History
Walter & Keenan Wealth Management LLC
- $327 Million
- Q3 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,000 shares of CSWC stock, worth $170,960. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$170,960
Previous $208,000
2.88%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding CSWC
# of Institutions
161Shares Held
12MCall Options Held
79.8KPut Options Held
84.6K-
Van Eck Associates Corp1.15MShares$24.6 Million0.04% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN676KShares$14.4 Million1.02% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny661KShares$14.1 Million0.04% of portfolio
-
Zuckerman Investment Group, LLC Chicago, IL641KShares$13.7 Million1.75% of portfolio
-
Sanders Morris Harris LLC636KShares$13.6 Million2.75% of portfolio
About CAPITAL SOUTHWEST CORP
- Ticker CSWC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 27,530,600
- Market Cap $588M
- 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, ...