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icono de CSWC

Capital Southwest
CSWC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Punch & Associates Investment Management
1
Punch & Associates Investment Management
Minnesota
USD 18.5 M +USD 188 k +8,425 +1%
VanEck Associates
2
VanEck Associates
New York
USD 17.3 M +USD 1.56 M +70,093 +11%
Melia Wealth
3
Melia Wealth
Oklahoma
USD 16.2 M +USD 15.2 M +682,337 Nuevas
Zuckerman Investment Group
4
Zuckerman Investment Group
Illinois
USD 14.5 M -USD 685 k -30,692 -5%
Sound Income Strategies
5
Sound Income Strategies
Florida
USD 12.6 M +USD 177 k +7,913 +2%
Beacon Pointe Advisors
6
Beacon Pointe Advisors
California
USD 9.6 M +USD 8.1 M +362,981 +855%
Invesco
7
Invesco
Georgia
USD 9.03 M -USD 1.3 M -58,434 -13%
Two Sigma Investments
8
Two Sigma Investments
New York
USD 8.98 M +USD 3.87 M +173,496 +84%
First Manhattan
9
First Manhattan
New York
USD 8.92 M -USD 220 k -9,864 -3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
USD 8.33 M +USD 4.04 M +181,000 +106%
Legal & General Group
11
Legal & General Group
United Kingdom
USD 7.33 M +USD 732 k +32,832 +12%
Hennion & Walsh Asset Management
12
Hennion & Walsh Asset Management
New Jersey
USD 5.86 M +USD 1.4 M +62,602 +34%
Tectonic Advisors
13
Tectonic Advisors
Texas
USD 5.73 M +USD 279 k +12,497 +5%
BlackRock
14
BlackRock
New York
USD 4.53 M +USD 238 k +10,676 +6%
GWI
15
Grace & White Inc
New York
USD 4.19 M – – –
Advisors Asset Management
16
Advisors Asset Management
Colorado
USD 3.87 M -USD 711 k -31,890 -16%
Ameriprise
17
Ameriprise
Minnesota
USD 3.77 M +USD 1.59 M +71,264 +81%
LPL Financial
18
LPL Financial
California
USD 3.45 M +USD 363 k +16,290 +13%
Hudson Bay Capital Management
19
Hudson Bay Capital Management
Connecticut
USD 3.1 M +USD 2.92 M +130,741 Nuevas
MCM
20
McKinley Capital Management
Alaska
USD 2.9 M +USD 1.92 k +86 +0.1%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 2.73 M +USD 253 k +11,359 +11%
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 2.46 M +USD 305 k +13,667 +15%
Millennium Management
23
Millennium Management
New York
USD 2.34 M +USD 2.2 M +98,831 Nuevas
Confluence Investment Management
24
Confluence Investment Management
Missouri
USD 2.28 M -USD 6.6 k -296 -0.3%
Moerus Capital Management
25
Moerus Capital Management
New York
USD 2.27 M -USD 235 k -10,540 -10%
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