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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$29.5M +$2.35M +92,936 +9%
PAIM
2
Punch & Associates Investment Management
Minnesota
$17.1M +$146K +5,745 +0.9%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$16.7M -$2.22M -87,700 -12%
ZIG
4
Zuckerman Investment Group
Illinois
$16.2M +$20.4K +807 +0.1%
SMH
5
Sanders Morris Harris
Texas
$16.1M -$134K -5,305 -0.8%
SIS
6
Sound Income Strategies
Florida
$14.2M +$170K +6,692 +1%
Two Sigma Investments
7
Two Sigma Investments
New York
$12M -$2.23M -87,960 -16%
Invesco
8
Invesco
Georgia
$10.1M +$1.38M +54,506 +16%
MW
9
Melia Wealth
Oklahoma
$9.83M +$238K +9,385 +2%
HCA
10
Harbor Capital Advisors
Illinois
$9.8M +$5.84M +230,513 +147%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.41M -$148K -5,824 -2%
TA
12
Tectonic Advisors
Texas
$8.32M +$1.23M +48,442 +17%
First Manhattan
13
First Manhattan
New York
$7.76M -$1.35M -53,196 -15%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$5.31M -$593K -23,411 -10%
BlackRock
15
BlackRock
New York
$5.03M +$889K +35,103 +21%
LPL Financial
16
LPL Financial
California
$4.86M +$278K +10,985 +6%
AAM
17
Advisors Asset Management
Colorado
$4.62M +$315K +12,443 +7%
GWI
18
Grace & White Inc
New York
$4.47M
Morgan Stanley
19
Morgan Stanley
New York
$4.16M -$18.1K -713 -0.4%
Franklin Resources
20
Franklin Resources
California
$3.89M +$771K +30,423 +25%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.25M +$355K +14,025 +12%
DA
22
Denali Advisors
California
$3.15M +$3.16M +124,653 New
MC
23
Muzinich & Co
New York
$2.68M +$104K +4,117 +4%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$2.6M +$104K +4,117 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.6M +$1.44M +56,919 +124%