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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$18.5M +$188K +8,425 +1%
VanEck Associates
2
VanEck Associates
New York
$17.3M +$1.56M +70,093 +11%
MW
3
Melia Wealth
Oklahoma
$16.2M +$15.2M +682,337 New
ZIG
4
Zuckerman Investment Group
Illinois
$14.5M -$685K -30,692 -5%
SIS
5
Sound Income Strategies
Florida
$12.6M +$177K +7,913 +2%
BPA
6
Beacon Pointe Advisors
California
$9.61M +$8.1M +362,981 +855%
Invesco
7
Invesco
Georgia
$9.03M -$1.3M -58,434 -13%
Two Sigma Investments
8
Two Sigma Investments
New York
$8.98M +$3.87M +173,496 +84%
First Manhattan
9
First Manhattan
New York
$8.92M -$220K -9,864 -3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$8.33M +$4.04M +181,000 +106%
Legal & General Group
11
Legal & General Group
United Kingdom
$7.33M +$732K +32,832 +12%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$5.86M +$1.4M +62,602 +34%
TA
13
Tectonic Advisors
Texas
$5.73M +$279K +12,497 +5%
BlackRock
14
BlackRock
New York
$4.53M +$238K +10,676 +6%
Morgan Stanley
15
Morgan Stanley
New York
$4.24M +$2.03M +90,984 +104%
GWI
16
Grace & White Inc
New York
$4.19M
AAM
17
Advisors Asset Management
Colorado
$3.87M -$711K -31,890 -16%
Ameriprise
18
Ameriprise
Minnesota
$3.77M +$1.59M +71,264 +81%
LPL Financial
19
LPL Financial
California
$3.45M +$363K +16,290 +13%
Hudson Bay Capital Management
20
Hudson Bay Capital Management
Connecticut
$3.1M +$2.92M +130,741 New
MCM
21
McKinley Capital Management
Alaska
$2.9M +$1.92K +86 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.73M +$253K +11,359 +11%
RJA
23
Raymond James & Associates
Florida
$2.46M +$305K +13,667 +15%
Millennium Management
24
Millennium Management
New York
$2.34M +$2.2M +98,831 New
CIM
25
Confluence Investment Management
Missouri
$2.28M -$6.6K -296 -0.3%