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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 18.8 M -USD 207 k -7,953 -1%
Zuckerman Investment Group
2
Zuckerman Investment Group
Illinois
USD 15.4 M -USD 227 k -8,723 -1%
Punch & Associates Investment Management
3
Punch & Associates Investment Management
Minnesota
USD 12.4 M -USD 414 k -15,905 -3%
First Manhattan
4
First Manhattan
New York
USD 11.4 M -USD 2.71 k -104 -0%
Sound Income Strategies
5
Sound Income Strategies
Florida
USD 9.34 M -USD 43 k -1,651 -0.4%
VanEck Associates
6
VanEck Associates
New York
USD 8.43 M -USD 42.8 k -1,642 -0.5%
Two Sigma Advisers
7
Two Sigma Advisers
New York
USD 5.13 M +USD 234 k +9,000 +5%
Two Sigma Investments
8
Two Sigma Investments
New York
USD 4.8 M +USD 2.21 M +84,817 +80%
Advisors Asset Management
9
Advisors Asset Management
Colorado
USD 4.41 M +USD 547 k +20,991 +14%
BlackRock
10
BlackRock
New York
USD 3.76 M +USD 566 k +21,730 +17%
Hennion & Walsh Asset Management
11
Hennion & Walsh Asset Management
New Jersey
USD 3.76 M +USD 330 k +12,690 +9%
Moerus Capital Management
12
Moerus Capital Management
New York
USD 3.4 M – – –
Legal & General Group
13
Legal & General Group
United Kingdom
USD 3.11 M -USD 268 k -10,278 -8%
GWI
14
Grace & White Inc
New York
USD 3.04 M – – –
Confluence Investment Management
15
Confluence Investment Management
Missouri
USD 2.69 M +USD 12.7 k +488 +0.5%
Legacy Capital Wealth Partners
16
Legacy Capital Wealth Partners
Arkansas
USD 2.64 M +USD 1.25 M +48,053 Nuevas
Morgan Stanley
17
Morgan Stanley
New York
USD 2.12 M -USD 972 k -37,327 -31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 1.65 M +USD 122 k +4,675 +8%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
USD 1.64 M +USD 435 k +16,690 +34%
Ares Management
20
Ares Management
California
USD 1.59 M – – –
MCM
21
McKinley Capital Management
Alaska
USD 1.46 M +USD 1.51 M +57,959 Nuevas
B. Riley Wealth Advisors
22
B. Riley Wealth Advisors
Florida
USD 1.42 M -USD 5.78 k -222 -0.4%
Bank of America
23
Bank of America
North Carolina
USD 1.35 M +USD 79.3 k +3,047 +6%
UBS Group
24
UBS Group
Switzerland
USD 1.07 M +USD 228 k +8,774 +26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
USD 976 k +USD 408 k +15,658 +68%
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