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icono de CSWC

Capital Southwest
CSWC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VanEck Associates
1
VanEck Associates
New York
USD 21.1 M +USD 2.82 M +115,727 +16%
Punch & Associates Investment Management
2
Punch & Associates Investment Management
Minnesota
USD 16.7 M -USD 2.75 M -112,673 -14%
Sanders Morris Harris
3
Sanders Morris Harris
Texas
USD 16.1 M +USD 15.7 M +644,206 Nuevas
Zuckerman Investment Group
4
Zuckerman Investment Group
Illinois
USD 16.1 M +USD 731 k +29,983 +5%
Sound Income Strategies
5
Sound Income Strategies
Florida
USD 13.7 M +USD 423 k +17,348 +3%
Beacon Pointe Advisors
6
Beacon Pointe Advisors
California
USD 10.9 M +USD 780 k +31,978 +8%
Two Sigma Investments
7
Two Sigma Investments
New York
USD 10 M +USD 482 k +19,757 +5%
Two Sigma Advisers
8
Two Sigma Advisers
New York
USD 9.6 M +USD 836 k +34,300 +10%
First Manhattan
9
First Manhattan
New York
USD 9.32 M -USD 77.3 k -3,169 -0.8%
Melia Wealth
10
Melia Wealth
Oklahoma
USD 9.29 M -USD 7.57 M -310,264 -45%
Legal & General Group
11
Legal & General Group
United Kingdom
USD 8.21 M +USD 488 k +20,021 +6%
Tectonic Advisors
12
Tectonic Advisors
Texas
USD 6.41 M +USD 360 k +14,763 +6%
Hennion & Walsh Asset Management
13
Hennion & Walsh Asset Management
New Jersey
USD 5.97 M -USD 193 k -7,924 -3%
Morgan Stanley
14
Morgan Stanley
New York
USD 4.8 M +USD 2.5 M +102,720 +115%
GWI
15
Grace & White Inc
New York
USD 4.41 M – – –
Advisors Asset Management
16
Advisors Asset Management
Colorado
USD 4.27 M +USD 192 k +7,855 +5%
BlackRock
17
BlackRock
New York
USD 3.96 M -USD 790 k -32,417 -17%
LPL Financial
18
LPL Financial
California
USD 3.83 M +USD 198 k +8,104 +6%
MCM
19
McKinley Capital Management
Alaska
USD 3.01 M -USD 51.1 k -2,097 -2%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 2.94 M +USD 68.9 k +2,826 +2%
Citadel Advisors
21
Citadel Advisors
Florida
USD 2.94 M +USD 875 k +35,879 +44%
Franklin Resources
22
Franklin Resources
California
USD 2.71 M +USD 2.65 M +108,560 Nuevas
Ameriprise
23
Ameriprise
Minnesota
USD 2.5 M -USD 1.43 M -58,737 -37%
Total Clarity Wealth Management
24
Total Clarity Wealth Management
Illinois
USD 2.43 M +USD 75.6 k +3,100 +3%
Confluence Investment Management
25
Confluence Investment Management
Missouri
USD 2.39 M -USD 7.92 k -325 -0.3%
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