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CSWCCSWC
27 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL SOUTHWEST CORP

LPL Financial LLC holds 402,585 shares of CSWC (CAPITAL SOUTHWEST CORP), worth $9.6M as of 2026-Q2. The position was increased (+73.7% shares). CSWC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.6M

Current Shares

402,585

Total Value Change

+$9.2M

Total Shares Change

+385,226

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
402,585
+73.7%
$9.6M0.0%$23.40
42
2026-Q1
Increased
231,713
+7.9%
$5.1M0.0%$21.19
29
2025-Q4
Increased
214,780
+10.3%
$4.8M0.0%$20.63
30
2025-Q3
Decreased
194,735
-5.3%
$4.3M0.0%$19.75
0
2025-Q2
Increased
205,640
+4.0%
$4.5M0.0%$19.36
28
2025-Q1
Increased
197,678
+16.9%
$4.4M0.0%$19.02
31
2024-Q4
Decreased
169,054
-11.9%
$3.7M0.0%$18.05
0
2024-Q3
Increased
191,996
+6.1%
$4.9M0.0%$20.34
29
2024-Q2
Increased
181,011
+17.9%
$4.7M0.0%$20.45
31
2024-Q1
Increased
153,500
+5.6%
$3.8M0.0%$19.10
28
2023-Q4
Increased
145,396
+12.6%
$3.4M0.0%$17.67
30
2023-Q3
Increased
129,106
+9.1%
$3M0.0%$16.62
29
2023-Q2
Increased
118,290
+3.3%
$2.3M0.0%$13.92
27
2023-Q1
Increased
114,510
+9.9%
$2M0.0%$12.18
29
2022-Q4
Increased
104,218
+25.1%
$1.8M0.0%$11.32
32
2022-Q3
Decreased
83,313
-2.4%
$1.4M0.0%$10.87
0
2022-Q2
Increased
85,384
+58.8%
$1.6M0.0%$11.51
37
2022-Q1
Increased
53,783
+25.3%
$1.3M0.0%$14.36
31
2021-Q4
Increased
42,911
+20.2%
$1.1M0.0%$14.98
30
2021-Q3
Decreased
35,707
-14.5%
$899,0000.0%$14.38
0
2021-Q2
Increased
41,770
+14.9%
$970,0000.0%$13.00
29
2021-Q1
Increased
36,363
+4.4%
$806,0000.0%$12.16
26
2020-Q4
Increased
34,823
+15.1%
$618,0000.0%$9.52
28
2020-Q3
Increased
30,269
+90.5%
$425,0000.0%$7.31
38
2020-Q2
Increased
15,886
+12.4%
$214,0000.0%$6.77
26
2020-Q1
Decreased
14,139
-18.6%
$161,0000.0%$5.53
0
2019-Q4
New
17,359
-
$361,0000.0%$9.67
33

Other major holders of CSWC: TWO SIGMA INVESTMENTS, LP, UBS Group AG, TWO SIGMA ADVISERS, LP

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