Atria Wealth Solutions Inc. Has $324,000 Holdings in Capital Southwest Co. (NASDAQ:CSWC)

Atria Wealth Solutions Inc. trimmed its position in shares of Capital Southwest Co. (NASDAQ:CSWC) by 9.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,670 shares of the asset manager’s stock after selling 1,434 shares during the period. Atria Wealth Solutions Inc.’s holdings in Capital Southwest were worth $324,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CSWC. Melia Wealth LLC acquired a new position in shares of Capital Southwest during the 4th quarter worth approximately $16,171,000. Van ECK Associates Corp raised its position in shares of Capital Southwest by 11.7% in the third quarter. Van ECK Associates Corp now owns 661,405 shares of the asset manager’s stock valued at $15,146,000 after purchasing an additional 69,265 shares during the period. Sound Income Strategies LLC lifted its stake in shares of Capital Southwest by 1.5% during the 4th quarter. Sound Income Strategies LLC now owns 532,307 shares of the asset manager’s stock worth $12,616,000 after buying an additional 7,913 shares during the last quarter. Tectonic Advisors LLC grew its stake in Capital Southwest by 5.4% in the 4th quarter. Tectonic Advisors LLC now owns 241,935 shares of the asset manager’s stock valued at $5,734,000 after buying an additional 12,497 shares during the last quarter. Finally, Advisors Asset Management Inc. raised its holdings in Capital Southwest by 7.4% in the 3rd quarter. Advisors Asset Management Inc. now owns 195,122 shares of the asset manager’s stock valued at $4,468,000 after acquiring an additional 13,391 shares during the period. 23.42% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on CSWC shares. JMP Securities reaffirmed a “market outperform” rating and issued a $26.00 target price on shares of Capital Southwest in a research report on Tuesday, March 26th. B. Riley lifted their target price on Capital Southwest from $23.50 to $24.00 and gave the stock a “neutral” rating in a report on Wednesday, January 31st. Finally, Raymond James raised their price target on shares of Capital Southwest from $24.00 to $26.50 and gave the stock an “outperform” rating in a research report on Wednesday, January 31st. Two investment analysts have rated the stock with a hold rating and two have assigned a buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $25.50.

Capital Southwest Price Performance

CSWC stock opened at $26.57 on Wednesday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.14 and a current ratio of 0.14. Capital Southwest Co. has a 52-week low of $17.60 and a 52-week high of $26.79. The company has a market capitalization of $1.14 billion, a P/E ratio of 11.31 and a beta of 1.19. The company has a fifty day moving average price of $24.83 and a 200-day moving average price of $23.89.

Capital Southwest Profile

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, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing.