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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$27.6M +$5.44M +211,992 +25%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$19.5M +$9.3M +362,500 +94%
PAIM
3
Punch & Associates Investment Management
Minnesota
$17.5M +$13.5K +525 +0.1%
SMH
4
Sanders Morris Harris
Texas
$16.7M -$70.2K -2,737 -0.4%
ZIG
5
Zuckerman Investment Group
Illinois
$16.7M -$63.3K -2,468 -0.4%
Two Sigma Investments
6
Two Sigma Investments
New York
$14.7M +$4.18M +162,957 +41%
SIS
7
Sound Income Strategies
Florida
$14.5M +$147K +5,732 +1%
MW
8
Melia Wealth
Oklahoma
$9.9M +$187K +7,292 +2%
First Manhattan
9
First Manhattan
New York
$9.39M -$341K -13,279 -4%
Invesco
10
Invesco
Georgia
$9M +$8M +311,884 +946%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.83M +$237K +9,239 +3%
TA
12
Tectonic Advisors
Texas
$7.32M +$608K +23,694 +9%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$6.08M -$158K -6,157 -3%
LPL Financial
14
LPL Financial
California
$4.72M +$706K +27,511 +18%
GWI
15
Grace & White Inc
New York
$4.61M
AAM
16
Advisors Asset Management
Colorado
$4.44M -$23.7K -924 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$4.31M -$691K -26,944 -14%
BlackRock
18
BlackRock
New York
$4.28M +$136K +5,311 +3%
HCA
19
Harbor Capital Advisors
Illinois
$4.1M +$2.95M +115,051 +273%
Franklin Resources
20
Franklin Resources
California
$3.23M +$386K +15,055 +14%
MCM
21
McKinley Capital Management
Alaska
$3.14M +$1.49K +58 +0%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.99M -$84.6K -3,295 -3%
MC
23
Muzinich & Co
New York
$2.66M +$692K +26,976 +36%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$2.58M +$104K +4,061 +4%
CIM
25
Confluence Investment Management
Missouri
$2.54M +$36.9K +1,438 +2%