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Capital Southwest Corporation shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1k 44 24.98
2023-12-31 $1.6k 66 23.71
2023-09-30 $1.3k 55 22.91

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Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation