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Sheaff Brock Investment Advisors’s Main Street Capital MAIN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$480K Buy
8,484
+7
+0.1% +$416 0.04% 262
2024
Q4 		$497K Buy
8,477
+25
+0.3% +$1.33K 0.04% 259
2024
Q3 		$424K Sell
8,452
-174
-2% -$8.7K 0.04% 278
2024
Q2 		$436K Sell
8,626
-8,024
-48% -$392K 0.04% 263
2024
Q1 		$788K Sell
16,650
-87
-0.5% -$3.93K 0.05% 223
2023
Q4 		$724K Buy
16,737
+143
+0.9% +$5.84K 0.06% 216
2023
Q3 		$674K Buy
16,594
+1,029
+7% +$42K 0.06% 207
2023
Q2 		$623K Buy
15,565
+27
+0.2% +$1.07K 0.05% 228
2023
Q1 		$613K Buy
15,538
+128
+0.8% +$5.05K 0.06% 230
2022
Q4 		$569K Buy
15,410
+891
+6% +$32.6K 0.06% 224
2022
Q3 		$488K Buy
14,519
+29
+0.2% +$1.19K 0.05% 238
2022
Q2 		$558K Sell
14,490
-620
-4% -$24.2K 0.05% 224
2022
Q1 		$644K Buy
15,110
+1,449
+11% +$62K 0.04% 238
2021
Q4 		$613K Buy
13,661
+124
+0.9% +$5.45K 0.04% 243
2021
Q3 		$557K Buy
13,537
+521
+4% +$21.7K 0.04% 248
2021
Q2 		$534K Buy
13,016
+572
+5% +$23.8K 0.04% 256
2021
Q1 		$487K Buy
12,444
+2,099
+20% +$73.7K 0.04% 257
2020
Q4 		$334K Sell
10,345
-8,174
-44% -$251K 0.03% 307
2020
Q3 		$548K Buy
18,519
+1,344
+8% +$41.2K 0.05% 208
2020
Q2 		$535K Sell
17,175
-7,589
-31% -$214K 0.05% 214
2020
Q1 		$508K Buy
24,764
+2,828
+13% +$106K 0.07% 185
2019
Q4 		$946K Sell
21,936
-4,469
-17% -$191K 0.09% 153
2019
Q3 		$1.14M Sell
26,405
-583
-2% -$24.9K 0.12% 120
2019
Q2 		$1.11M Buy
26,988
+711
+3% +$28.3K 0.12% 124
2019
Q1 		$978K Buy
26,277
+225
+0.9% +$8.38K 0.12% 148
2018
Q4 		$881K Buy
26,052
+3,786
+17% +$141K 0.14% 136
2018
Q3 		$857K Sell
22,266
-1,420
-6% -$56.3K 0.08% 183
2018
Q2 		$901K Sell
23,686
-554
-2% -$21.1K 0.09% 178
2018
Q1 		$894K Buy
24,240
+1,188
+5% +$44.5K 0.09% 171
2017
Q4 		$916K Buy
23,052
+95
+0.4% +$3.83K 0.12% 167
2017
Q3 		$913K Buy
22,957
+588
+3% +$23.1K 0.12% 163
2017
Q2 		$860K Buy
22,369
+977
+5% +$37.9K 0.11% 183
2017
Q1 		$819K Buy
21,392
+384
+2% +$14.2K 0.11% 190
2016
Q4 		$772K Buy
21,008
+787
+4% +$27.8K 0.1% 215
2016
Q3 		$694K Sell
20,221
-22
-0.1% -$744 0.09% 215
2016
Q2 		$665K Buy
20,243
+478
+2% +$15.2K 0.08% 227
2016
Q1 		$620K Buy
19,765
+1,300
+7% +$37.8K 0.08% 248
2015
Q4 		$537K Buy
+18,465
New +$555K 0.06% 306

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's MAIN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Main Street Capital (MAIN) stake by 0.08% in Q1 2025, buying an estimated $416 and bringing the position to 8,484 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #262.

Sheaff Brock Investment Advisors first reported a position in MAIN in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.14M in Q3 2019. 390 funds tracked by Wall St. Rank hold MAIN as of Q1 2025.

  • Sheaff Brock Investment Advisors held 8,484 shares of Main Street Capital worth $480K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 7 Main Street Capital shares in Q1 2025, an estimated $416.
  • Main Street Capital made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #262 holding.
  • Sheaff Brock Investment Advisors first reported a position in Main Street Capital in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Main Street Capital position peaked at $1.14M in Q3 2019.
  • 390 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.