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Saratoga Investment shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Saratoga Investment

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All positions including Saratoga Investment held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2k 93 23.92
2024-09-30 $2.2k 93 23.19

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Top funds holding Saratoga Investment

Lido Advisors
Hennion & Walsh Asset Management
Private Advisor
Advisors Asset Management
Two Sigma Investments
LPL Financial
Two Sigma Advisers
BlackRock
Legal & General Group
Wells Fargo & Company
Morgan Stanley
Ameriprise Financial
Susquehanna International
Ethos Financial Group
International Assets Investment Management

View all funds holding Saratoga Investment