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Saratoga Investment (SAR) Institutional Ownership

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$24.88 -0.02 (-0.07%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Saratoga Investment (NYSE:SAR)

Current
Institutional Ownership
Percentage
19.09%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.84M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.11M
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SAR Institutional Buying and Selling by Quarter

Saratoga Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC8,882$212K0.0%N/A0.062%
1/15/2025 Wealthcare Advisory Partners LLC32,845$786K0.0%+2.9%0.229%
1/15/2025 Hennion & Walsh Asset Management Inc.144,817$3.46M0.2%+4.8%1.009%
1/8/2025 International Assets Investment Management LLC79,569$1.93M0.1%-29.1%0.577%
12/26/2024JPMorgan Chase & Co.5,000$116K0.0%N/A0.036%
11/25/2024PVG Asset Management Corp10,165$236K0.9%N/A0.074%
11/15/2024Kovitz Investment Group Partners LLC62,545$1.45M0.0%N/A0.453%
11/13/2024D.A. Davidson & CO.27,000$626K0.0%-2.7%0.196%
11/8/2024Advisors Asset Management Inc.112,373$2.61M0.0%-2.3%0.814%
10/23/2024 Hennion & Walsh Asset Management Inc.138,185$3.21M0.1%+14.4%1.005%
10/22/2024 International Assets Investment Management LLC112,238$2.60M0.0%+2,268.4%0.817%
10/10/2024Next Level Private LLC39,154$908K0.4%+20.3%0.285%
8/19/2024B. Riley Wealth Advisors Inc.9,885$225K0.0%+8.4%0.072%
8/8/2024TMD Wealth Management LLC67,730$1.54M0.3%-0.7%0.493%
8/7/2024Wedbush Securities Inc.9,900$225K0.0%+12.2%0.072%
8/5/2024Private Advisor Group LLC129,550$2.94M0.0%+2.7%0.942%
8/2/2024Next Level Private LLC32,535$739K0.3%+3.4%0.237%
7/31/2024Commonwealth Equity Services LLC22,224$505K0.0%+8.2%0.162%
7/30/2024 International Assets Investment Management LLC4,739$108K0.0%N/A0.034%
7/20/2024 Hennion & Walsh Asset Management Inc.120,806$2.74M0.1%-3.6%0.879%
5/15/2024Alpine Global Management LLC31,299$726K0.2%N/A0.228%
5/15/2024Quadrature Capital Ltd29,641$687K0.0%-70.5%0.216%
5/14/2024Advisors Asset Management Inc.126,165$2.93M0.1%+5.7%0.921%
5/8/2024Avantax Advisory Services Inc.11,393$264K0.0%+7.9%0.083%
5/1/2024Janney Montgomery Scott LLC22,843$530K0.0%+21.3%0.167%
4/30/2024Private 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%
3/25/2024Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%
2/14/2024Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%
2/14/2024TMD Wealth Management LLC58,780$1.52M0.4%N/A0.431%
2/13/2024Bard Associates Inc.15,945$412K0.2%-3.3%0.117%
2/9/2024Trexquant Investment LP15,275$395K0.0%-49.3%0.112%
2/9/2024D.A. Davidson & CO.24,191$626K0.0%+4.4%0.177%
2/9/2024Hillsdale Investment Management Inc.3,100$80K0.0%-36.7%0.023%
2/9/2024Dynamic Technology Lab Private Ltd13,522$350K0.0%N/A0.099%
2/8/2024Janney Montgomery Scott LLC18,827$487K0.0%+8.3%0.138%
2/7/2024Avantax Advisory Services Inc.10,561$273K0.0%+17.9%0.077%
2/7/2024Jump Financial LLC28,857$746K0.0%+129.0%0.211%
2/6/2024Private Advisor Group LLC110,351$2.85M0.0%+34.0%0.808%
2/1/2024Larson Financial Group LLC9,664$250K0.0%+5.6%0.071%
2/1/2024Significant Wealth Partners LLC39,560$1.02M0.7%N/A0.290%
1/26/2024Cerity 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%
1/19/2024PFG Advisors23,228$601K0.0%-7.9%0.170%
1/16/2024Raymond James & Associates33,808$874K0.0%-32.0%0.248%
12/1/2023B. Riley Wealth Advisors Inc.9,115$234K0.0%-52.1%0.070%
11/15/2023Advisors Asset Management Inc.140,051$3.60M0.1%+8.9%1.068%
11/14/2023Quadrature Capital Ltd55,663$1.43M0.0%+240.1%0.425%
11/14/2023Alpine Global Management LLC52,000$1.34M0.3%N/A0.396%
11/14/2023Trexquant Investment LP30,157$775K0.0%N/A0.230%
11/13/2023C M Bidwell & Associates Ltd.1,385$36K0.0%N/A0.011%
11/8/2023Janney Montgomery Scott LLC17,383$447K0.0%+97.1%0.133%
11/8/2023Atria Wealth Solutions Inc.11,655$300K0.0%+6.9%0.089%
11/7/2023Virtus ETF Advisers LLC21,088$542K0.3%+128.0%0.161%
11/7/2023Quantbot Technologies LP6,565$169K0.0%+170.6%0.050%
11/7/2023Barclays PLC1,441$37K0.0%N/A0.011%
11/7/2023Jump Financial LLC12,601$324K0.0%+23.5%0.096%
11/3/2023Private Advisor Group LLC82,324$2.12M0.0%+38.7%0.628%
10/27/2023 Hennion & Walsh Asset Management Inc.82,974$2.13M0.1%+2.7%0.633%
10/24/2023Raymond James & Associates49,691$1.28M0.0%-22.1%0.379%
10/23/2023Commonwealth Equity Services LLC19,040$489K0.0%+56.8%0.145%
10/13/2023PFG 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%
8/15/2023Black Diamond Capital Management L.L.C.96,507$2.61M1.6%-78.2%0.806%
8/10/2023Private Advisor Group LLC59,374$1.60M0.0%+4.9%0.496%
8/10/2023Cetera Advisors LLC8,325$225K0.0%N/A0.069%
8/8/2023Chicago Partners Investment Group LLC9,409$249K0.0%-53.2%0.079%
8/4/2023IFP Advisors Inc8,312$192K0.0%-5.8%0.069%
8/3/2023Atria Wealth Solutions Inc.10,905$294K0.0%+28.2%0.091%
8/3/2023Mackenzie Financial Corp23,846$648K0.0%-22.8%0.199%
7/31/2023LPL 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%
7/27/2023B. Riley Wealth Advisors Inc.19,010$513K0.0%-8.7%0.159%
7/26/2023Janney Montgomery Scott LLC8,820$238K0.0%N/A0.074%
7/25/2023Raymond James & Associates63,809$1.72M0.0%-8.3%0.533%
7/17/2023Claybrook Capital LLC41,817$1.13M0.6%+25.0%0.349%
7/10/2023SG Americas Securities LLC8,168$220K0.0%N/A0.069%
6/14/2023Atria Wealth Solutions Inc.8,505$215K0.0%N/A0.072%
5/16/2023Black Diamond Capital Management L.L.C.441,770$11.17M6.4%-53.6%3.725%
5/12/2023Palogic Value Management L.P.48,780$1.23M0.6%-2.4%0.411%
5/11/2023Cerity Partners LLC24,711$625K0.0%-7.1%0.208%
5/10/2023Private Advisor Group LLC56,574$1.43M0.0%N/A0.477%
5/4/2023Larson Financial Group LLC8,923$226K0.0%+5.4%0.075%
4/28/2023Avantax Advisory Services Inc.8,779$222K0.0%N/A0.074%
4/25/2023D.A. Davidson & CO.22,755$575K0.0%+12.5%0.191%
4/24/2023Mackenzie Financial Corp30,908$781K0.0%+40.4%0.260%
4/24/2023Ahrens Investment Partners LLC1,272$32K0.0%N/A0.011%
4/21/2023PFG 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%
4/14/2023Raymond James & Associates69,576$1.76M0.0%-15.7%0.585%
4/10/2023Next Level Private LLC28,459$719K0.6%+2.8%0.239%
3/22/2023Pictet North America Advisors SA44,468$1.13M0.2%+2.5%0.374%
3/15/2023B. Riley Wealth Advisors Inc.20,770$544K0.0%+24.0%0.175%
3/6/2023Rockefeller Capital Management L.P.8,209$209K0.0%-55.2%0.069%
(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, 49 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($3.46M), Private Advisor Group LLC ($2.94M), Advisors Asset Management Inc. ($2.61M), Black Diamond Capital Management L.L.C. ($2.61M), LPL Financial LLC ($1.94M), International Assets Investment Management LLC ($1.93M), and TMD Wealth Management LLC ($1.54M).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 39 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 ($284.26K), Private Advisor Group LLC ($137.85K), Quadrature Capital Ltd ($128.74K), Alpine Global Management LLC ($83.30K), Kovitz Investment Group Partners LLC ($62.55K), TMD Wealth Management LLC ($58.78K), and Significant Wealth Partners LLC ($39.56K).

How much institutional buying is happening at Saratoga Investment?

Institutional investors have bought a total of 1,136,610 shares in the last 24 months. This purchase volume represents approximately $28.46M in transactions.

Which Saratoga Investment major shareholders have been selling company stock?

Of the 21 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), Quadrature Capital Ltd ($70.74K), Raymond James & Associates ($51.75K), International Assets Investment Management LLC ($32.67K), Hennion & Walsh Asset Management Inc. ($20.70K), Advisors Asset Management Inc. ($19.87K), and Trexquant Investment LP ($14.88K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 1,235,136 shares in the last 24 months. This volume of shares sold represents approximately $31.70M in transactions.


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This page (NYSE:SAR) was last updated on 1/18/2025 by MarketBeat.com Staff
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