Free Trial

Saratoga Investment (SAR) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free SAR Stock Alerts
$23.41
+0.04 (+0.17%)
(As of 05/17/2024 08:54 PM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Saratoga Investment (NYSE:SAR)

Current
Institutional Ownership
Percentage
19.09%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$19.86M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.54M
Get SAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Saratoga Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SAR Institutional Buying and Selling by Quarter

Saratoga Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Alpine Global Management LLC31,299$726K0.2%N/A0.228%
5/15/2024 Quadrature Capital Ltd29,641$687K0.0%-70.5%0.216%
5/14/2024 Advisors Asset Management Inc.126,165$2.93M0.1%+5.7%0.921%
5/8/2024 Avantax Advisory Services Inc.11,393$264K0.0%+7.9%0.083%
5/1/2024 Janney Montgomery Scott LLC22,843$530K0.0%+21.3%0.167%
4/30/2024 Private Advisor Group LLC126,133$2.93M0.0%+14.3%0.924%
4/17/2024 Hennion & Walsh Asset Management Inc.125,373$2.91M0.2%+1.7%0.918%
4/15/2024 Wealthcare Advisory Partners LLC30,602$710K0.0%N/A0.224%
3/25/2024 Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%
2/14/2024 Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%
2/14/2024 TMD Wealth Management LLC58,780$1.52M0.4%N/A0.431%
2/13/2024 Bard Associates Inc.15,945$412K0.2%-3.3%0.117%
2/9/2024 Trexquant Investment LP15,275$395K0.0%-49.3%0.112%
2/9/2024 D.A. Davidson & CO.24,191$626K0.0%+4.4%0.177%
2/9/2024 Hillsdale Investment Management Inc.3,100$80K0.0%-36.7%0.023%
2/9/2024 Dynamic Technology Lab Private Ltd13,522$350K0.0%N/A0.099%
2/8/2024 Janney Montgomery Scott LLC18,827$487K0.0%+8.3%0.138%
2/7/2024 Avantax Advisory Services Inc.10,561$273K0.0%+17.9%0.077%
2/7/2024 Jump Financial LLC28,857$746K0.0%+129.0%0.211%
2/6/2024 Private Advisor Group LLC110,351$2.85M0.0%+34.0%0.808%
2/1/2024 Larson Financial Group LLC9,664$250K0.0%+5.6%0.071%
2/1/2024 Significant Wealth Partners LLC39,560$1.02M0.7%N/A0.290%
1/26/2024 Cerity Partners LLC16,662$431K0.0%N/A0.122%
1/25/2024 International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%
1/24/2024 International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%
1/19/2024 PFG Advisors23,228$601K0.0%-7.9%0.170%
1/16/2024 Raymond James & Associates33,808$874K0.0%-32.0%0.248%
12/1/2023 B. Riley Wealth Advisors Inc.9,115$234K0.0%-52.1%0.070%
11/15/2023 Advisors Asset Management Inc.140,051$3.60M0.1%+8.9%1.068%
11/14/2023 Quadrature Capital Ltd55,663$1.43M0.0%+240.1%0.425%
11/14/2023 Alpine Global Management LLC52,000$1.34M0.3%N/A0.396%
11/14/2023 Trexquant Investment LP30,157$775K0.0%N/A0.230%
11/13/2023 C M Bidwell & Associates Ltd.1,385$36K0.0%N/A0.011%
11/8/2023 Janney Montgomery Scott LLC17,383$447K0.0%+97.1%0.133%
11/8/2023 Atria Wealth Solutions Inc.11,655$300K0.0%+6.9%0.089%
11/7/2023 Virtus ETF Advisers LLC21,088$542K0.3%+128.0%0.161%
11/7/2023 Quantbot Technologies LP6,565$169K0.0%+170.6%0.050%
11/7/2023 Barclays PLC1,441$37K0.0%N/A0.011%
11/7/2023 Jump Financial LLC12,601$324K0.0%+23.5%0.096%
11/3/2023 Private Advisor Group LLC82,324$2.12M0.0%+38.7%0.628%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
10/27/2023 Hennion & Walsh Asset Management Inc.82,974$2.13M0.1%+2.7%0.633%
10/24/2023 Raymond James & Associates49,691$1.28M0.0%-22.1%0.379%
10/23/2023Commonwealth Equity Services LLC19,040$489K0.0%+56.8%0.145%
10/13/2023 PFG Advisors25,229$648K0.1%-4.4%0.211%
10/12/2023IFP Advisors Inc1,500$39K0.0%-82.0%0.013%
10/4/2023 International Assets Investment Management LLC3,182$81K0.0%N/A0.027%
8/15/2023 Black Diamond Capital Management L.L.C.96,507$2.61M1.6%-78.2%0.806%
8/10/2023 Private Advisor Group LLC59,374$1.60M0.0%+4.9%0.496%
8/10/2023 Cetera Advisors LLC8,325$225K0.0%N/A0.069%
8/8/2023 Chicago Partners Investment Group LLC9,409$249K0.0%-53.2%0.079%
8/4/2023IFP Advisors Inc8,312$192K0.0%-5.8%0.069%
8/3/2023 Atria Wealth Solutions Inc.10,905$294K0.0%+28.2%0.091%
8/3/2023 Mackenzie Financial Corp23,846$648K0.0%-22.8%0.199%
7/31/2023 LPL Financial LLC71,819$1.94M0.0%+10.7%0.599%
7/28/2023First Republic Investment Management Inc.7,500$202K0.0%-45.2%0.063%
7/27/2023 B. Riley Wealth Advisors Inc.19,010$513K0.0%-8.7%0.159%
7/26/2023 Janney Montgomery Scott LLC8,820$238K0.0%N/A0.074%
7/25/2023 Raymond James & Associates63,809$1.72M0.0%-8.3%0.533%
7/17/2023Claybrook Capital LLC41,817$1.13M0.6%+25.0%0.349%
7/10/2023 SG Americas Securities LLC8,168$220K0.0%N/A0.069%
6/14/2023 Atria Wealth Solutions Inc.8,505$215K0.0%N/A0.072%
5/16/2023 Black Diamond Capital Management L.L.C.441,770$11.17M6.4%-53.6%3.725%
5/12/2023 Palogic Value Management L.P.48,780$1.23M0.6%-2.4%0.411%
5/11/2023 Cerity Partners LLC24,711$625K0.0%-7.1%0.208%
5/10/2023 Private Advisor Group LLC56,574$1.43M0.0%N/A0.477%
5/4/2023 Larson Financial Group LLC8,923$226K0.0%+5.4%0.075%
4/28/2023 Avantax Advisory Services Inc.8,779$222K0.0%N/A0.074%
4/25/2023 D.A. Davidson & CO.22,755$575K0.0%+12.5%0.191%
4/24/2023 Mackenzie Financial Corp30,908$781K0.0%+40.4%0.260%
4/24/2023Ahrens Investment Partners LLC1,272$32K0.0%N/A0.011%
4/21/2023 PFG Advisors26,391$667K0.1%-6.5%0.222%
4/20/2023 Hennion & Walsh Asset Management Inc.97,345$2.46M0.2%-14.2%0.819%
4/19/2023 International Assets Investment Management LLC3,116$79K0.0%N/A0.026%
4/18/2023Claybrook Capital LLC33,445$845K0.5%+5.0%0.281%
4/18/2023IFP Advisors Inc8,828$203K0.0%+29.9%0.074%
4/14/2023 Raymond James & Associates69,576$1.76M0.0%-15.7%0.585%
4/10/2023 Next Level Private LLC28,459$719K0.6%+2.8%0.239%
3/22/2023 Pictet North America Advisors SA44,468$1.13M0.2%+2.5%0.374%
3/15/2023 B. Riley Wealth Advisors Inc.20,770$544K0.0%+24.0%0.175%
3/6/2023 Rockefeller Capital Management L.P.8,209$209K0.0%-55.2%0.069%
2/15/2023 Black Diamond Capital Management L.L.C.951,340$24.25M14.9%-9.3%8.001%
2/13/2023 Advisors Asset Management Inc.133,585$3.41M0.1%-11.4%1.124%
2/13/2023 Advisory Research Inc.30,351$774K0.1%-15.0%0.255%
2/8/2023 Raymond James & Associates82,521$2.10M0.0%-3.5%0.694%
2/8/2023 Belpointe Asset Management LLC1,000$25K0.0%N/A0.008%
2/7/2023Commonwealth Equity Services LLC8,564$218K0.0%N/A0.072%
2/7/2023 LPL Financial LLC68,464$1.75M0.0%+2.9%0.576%
2/6/2023 Banque Pictet & Cie SA44,468$1.13M0.0%+2.5%0.374%
2/3/2023 D.A. Davidson & CO.20,218$515K0.0%-5.2%0.170%
1/30/2023 PFG Advisors28,217$719K0.1%-2.0%0.237%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
1/24/2023Claybrook Capital LLC31,864$812K0.5%+40.6%0.268%
1/18/2023 Private Advisor Group LLC54,224$1.38M0.0%+18.1%0.456%
1/12/2023 Hennion & Walsh Asset Management Inc.113,479$2.89M0.2%+1.2%0.954%
11/14/2022 Virtus ETF Advisers LLC16,210$337K0.1%-6.1%0.136%
11/14/2022 Pictet North America Advisors SA43,403$901K0.1%+2.4%0.365%
11/14/2022 Hennion & Walsh Asset Management Inc.112,137$2.33M0.2%+10.0%0.942%
11/8/2022 Advisors Asset Management Inc.150,799$3.13M0.1%+4.7%1.267%
11/7/2022Davidson Trust Co.11,000$228K0.2%-15.4%0.092%
11/4/2022First Republic Investment Management Inc.13,677$284K0.0%+14.2%0.115%
11/3/2022 Larson Financial Group LLC8,468$176K0.0%N/A0.071%
(Data available from 1/1/2016 forward)

SAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAR shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Advisors Asset Management Inc. ($2.93M), Private Advisor Group LLC ($2.93M), Hennion & Walsh Asset Management Inc. ($2.91M), Black Diamond Capital Management L.L.C. ($2.61M), International Assets Investment Management LLC ($2.23M), Thomas J. Herzfeld Advisors Inc. ($1.97M), and LPL Financial LLC ($1.94M).Learn more on SAR's institutional investors.

What percentage of Saratoga Investment stock is owned by institutional investors?

19.09% of Saratoga Investment stock is owned by institutional investors. Learn more on SAR's institutional investor holdings.

Which institutional investors have been buying Saratoga Investment stock?

Of the 40 institutional investors that purchased Saratoga Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($172.02K), Private Advisor Group LLC ($148.94K), Quadrature Capital Ltd ($128.74K), Alpine Global Management LLC ($83.30K), TMD Wealth Management LLC ($58.78K), Pictet North America Advisors SA ($44.47K), and Banque Pictet & Cie SA ($43.47K).

How much institutional buying is happening at Saratoga Investment?

Institutional investors have bought a total of 1,097,256 shares in the last 24 months. This purchase volume represents approximately $27.48M in transactions.

Which Saratoga Investment major shareholders have been selling company stock?

Of the 23 institutional investors that sold Saratoga Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Black Diamond Capital Management L.L.C. ($952.70K), Thomas J. Herzfeld Advisors Inc. ($82.25K), Quadrature Capital Ltd ($70.74K), Raymond James & Associates ($51.75K), Mackenzie Financial Corp ($29.14K), Cerity Partners LLC ($23.51K), and Advisors Asset Management Inc. ($19.80K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 1,340,424 shares in the last 24 months. This volume of shares sold represents approximately $34.21M in transactions.


Related Companies:
This page (NYSE:SAR) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Elon’s New Device is About to Shock the World
InvestorPlace
"The Biggest Drug Ever" Is Coming
Behind the Markets
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders