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icono de CSWC

Capital Southwest
CSWC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sanders Morris Harris
1
Sanders Morris Harris
Texas
USD 18.2 M -USD 862 k -42,200 -5%
Zuckerman Investment Group
2
Zuckerman Investment Group
Illinois
USD 18.1 M -USD 567 k -27,758 -3%
Punch & Associates Investment Management
3
Punch & Associates Investment Management
Minnesota
USD 13.4 M -USD 5.74 M -280,960 -32%
First Manhattan
4
First Manhattan
New York
USD 10.1 M -USD 329 k -16,123 -3%
Sound Income Strategies
5
Sound Income Strategies
Florida
USD 8.61 M +USD 7.9 M +386,944 +21,402%
VanEck Associates
6
VanEck Associates
New York
USD 7.73 M +USD 1.44 M +70,550 +25%
Advisors Asset Management
7
Advisors Asset Management
Colorado
USD 3.28 M +USD 127 k +6,197 +4%
Moerus Capital Management
8
Moerus Capital Management
New York
USD 2.99 M +USD 359 k +17,602 +15%
GWI
9
Grace & White Inc
New York
USD 2.99 M – – –
Legal & General Group
10
Legal & General Group
United Kingdom
USD 2.86 M +USD 28 k +1,373 +1%
Hennion & Walsh Asset Management
11
Hennion & Walsh Asset Management
New Jersey
USD 2.6 M +USD 2.4 M +117,375 Nuevas
BlackRock
12
BlackRock
New York
USD 2.56 M +USD 21.7 k +1,065 +0.9%
Confluence Investment Management
13
Confluence Investment Management
Missouri
USD 2.35 M -USD 542 k -26,552 -20%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
USD 2.32 M -USD 1.06 M -51,768 -33%
Creative Planning
15
Creative Planning
Kansas
USD 1.85 M +USD 1.7 M +83,350 Nuevas
Millennium Management
16
Millennium Management
New York
USD 1.8 M -USD 702 k -34,387 -30%
Quadrature Capital
17
Quadrature Capital
United Kingdom
USD 1.54 M +USD 175 k +8,559 +14%
Two Sigma Investments
18
Two Sigma Investments
New York
USD 1.46 M -USD 311 k -15,226 -19%
Ares Management
19
Ares Management
California
USD 1.4 M -USD 3.97 M -194,606 -76%
Morgan Stanley
20
Morgan Stanley
New York
USD 1.39 M +USD 471 k +23,077 +58%
Ameriprise
21
Ameriprise
Minnesota
USD 1.35 M +USD 1.25 M +61,036 Nuevas
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 1.28 M +USD 112 k +5,484 +11%
B. Riley Wealth Advisors
23
B. Riley Wealth Advisors
Florida
USD 1.25 M +USD 10.5 k +512 +0.9%
Legacy Capital Wealth Partners
24
Legacy Capital Wealth Partners
Arkansas
USD 1.2 M +USD 1.92 k +94 +0.2%
Bank of America
25
Bank of America
North Carolina
USD 1.07 M +USD 983 k +48,130 Nuevas
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