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Saratoga Investment (SAR) Institutional Ownership

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$25.36 -0.19 (-0.72%)
As of 12:04 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)
37
Total
Institutional Inflows
(last 12 months)
$18.58M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.99M
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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
8/15/2025 Ameriprise Financial Inc.66,899$1.66M0.0%-2.4%0.419%
8/14/2025 Jane Street Group LLC14,328$355K0.0%N/A0.090%
8/14/2025 Raymond James Financial Inc.30,868$766K0.0%-6.6%0.194%
8/13/2025 Lido Advisors LLC186,253$4.62M0.0%+43.1%1.168%
8/13/2025 Virtus Investment Advisers LLC36,300$900K0.3%-15.9%0.228%
8/12/2025 Advisors Asset Management Inc.105,285$2.61M0.0%-8.1%0.660%
8/12/2025 Laurel Wealth Advisors LLC5,977$148K0.0%+2,380.1%0.037%
8/12/2025 Legal & General Group Plc94,950$2.35M0.0%+1.1%0.595%
8/12/2025 JPMorgan Chase & Co.7,313$181K0.0%-33.0%0.046%
8/6/2025 Ethos Financial Group LLC48,596$1.21M0.1%+6.8%0.310%
7/30/2025 D.A. Davidson & CO.31,109$772K0.0%+3.6%0.199%
7/29/2025 International Assets Investment Management LLC52,610$1.31M0.1%-4.1%0.336%
7/25/2025 Concurrent Investment Advisors LLC9,768$242K0.0%N/A0.062%
7/22/2025 Wealthcare Advisory Partners LLC39,926$990K0.0%+21.4%0.255%
7/17/2025 Janney Montgomery Scott LLC8,077$200K0.0%-12.5%0.052%
7/10/2025 Redhawk Wealth Advisors Inc.34,092$845K0.1%N/A0.222%
5/16/2025 Advisors Asset Management Inc.114,511$2.90M0.1%+6.6%0.745%
5/15/2025 Cubist Systematic Strategies LLC10,869$275K0.0%N/A0.071%
5/15/2025 Royal Bank of Canada23,476$595K0.0%+4.5%0.153%
5/15/2025 Trexquant Investment LP66,974$1.70M0.0%+4.6%0.436%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S50,232$1.27M0.0%-14.9%0.327%
5/13/2025 Ethos Financial Group LLC45,507$1.15M0.1%N/A0.296%
5/13/2025 Kovitz Investment Group Partners LLC12,094$306K0.0%-79.5%0.079%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.29,509$747K0.0%+147.7%0.206%
5/7/2025 LPL Financial LLC88,665$2.25M0.0%+1.6%0.618%
5/6/2025 Cetera Investment Advisers10,049$255K0.0%N/A0.070%
5/6/2025 Wedbush Securities Inc.10,700$271K0.0%+23.0%0.075%
5/5/2025 Private Advisor Group LLC125,792$3.19M0.0%+2.9%0.877%
4/24/2025 Sunbelt Securities Inc.6,932$176K0.0%+36.4%0.048%
4/24/2025 Bartlett & CO. Wealth Management LLC2,000$51K0.0%+300.0%0.014%
4/23/2025 International Assets Investment Management LLC54,886$1.39M0.0%-31.0%0.383%
4/22/2025 Cambridge Investment Research Advisors Inc.15,700$398K0.0%N/A0.109%
4/10/2025 Hennion & Walsh Asset Management Inc.193,168$4.89M0.2%+33.4%1.346%
2/17/2025 Two Sigma Advisers LP145,100$3.47M0.0%-1.3%1.011%
2/17/2025 Two Sigma Investments LP128,379$3.07M0.0%+6.3%0.895%
2/17/2025 Millennium Management LLC105,129$2.52M0.0%-15.0%0.733%
2/17/2025 Ameriprise Financial Inc.59,961$1.43M0.0%-7.4%0.418%
2/14/2025 Jane Street Group LLC10,520$252K0.0%N/A0.073%
2/14/2025 Lido Advisors LLC94,981$2.27M0.0%+32.1%0.662%
2/14/2025 Northern Trust Corp11,315$271K0.0%N/A0.079%
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2/14/2025 Virtus ETF Advisers LLC33,759$808K0.3%-2.2%0.235%
2/14/2025 Kovitz Investment Group Partners LLC59,050$1.41M0.0%-5.6%0.411%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S59,059$1.41M0.0%+4.8%0.412%
2/13/2025 Marshall Wace LLP35,962$860K0.0%N/A0.251%
2/13/2025 Mariner LLC13,235$317K0.0%N/A0.092%
2/13/2025 Raymond James Financial Inc.34,032$814K0.0%N/A0.237%
2/13/2025 Legal & General Group Plc90,997$2.17M0.0%-11.0%0.634%
2/13/2025 Wells Fargo & Company MN109,784$2.63M0.0%+3.1%0.765%
2/12/2025 Trexquant Investment LP64,017$1.53M0.0%+133.0%0.446%
2/12/2025 JPMorgan Chase & Co.6,789$162K0.0%+35.8%0.047%
2/11/2025 LPL Financial LLC87,304$2.09M0.0%-5.9%0.608%
2/10/2025 Advisors Asset Management Inc.107,401$2.57M0.0%-4.4%0.749%
2/10/2025 Commonwealth Equity Services LLC15,411$369K0.0%-7.6%0.107%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.11,914$285K0.0%N/A0.083%
2/7/2025 HighTower Advisors LLC11,124$266K0.0%N/A0.078%
2/6/2025 Raymond James Financial Inc.34,032$814K0.0%N/A0.237%
2/6/2025 Promus Capital LLC1,273$30K0.0%N/A0.009%
2/3/2025 Private Advisor Group LLC122,295$2.93M0.0%-5.7%0.852%
1/31/2025 D.A. Davidson & CO.29,929$716K0.0%+10.8%0.209%
1/17/2025 Janney 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%
12/26/2024 JPMorgan Chase & Co.5,000$116K0.0%N/A0.036%
11/25/2024PVG Asset Management Corp10,165$236K0.9%N/A0.074%
11/15/2024 Kovitz Investment Group Partners LLC62,545$1.45M0.0%N/A0.453%
11/13/2024 D.A. Davidson & CO.27,000$626K0.0%-2.7%0.196%
11/8/2024 Advisors 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%
10/10/2024 Next Level Private LLC39,154$908K0.4%+20.3%0.285%
8/19/2024 B. 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%
8/7/2024 Wedbush Securities Inc.9,900$225K0.0%+12.2%0.072%
8/5/2024 Private Advisor Group LLC129,550$2.94M0.0%+2.7%0.942%
8/2/2024 Next Level Private LLC32,535$739K0.3%+3.4%0.237%
7/31/2024 Commonwealth 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%
5/15/2024 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%
2/14/2024TMD Wealth Management LLC58,780$1.52M0.4%N/A0.431%
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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%
(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, 62 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($4.89M), Lido Advisors LLC ($4.62M), Two Sigma Advisers LP ($3.47M), Private Advisor Group LLC ($3.19M), Two Sigma Investments LP ($3.07M), Wells Fargo & Company MN ($2.63M), and Advisors Asset Management Inc. ($2.61M).Learn more on Saratoga Investment's institutional investors.

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

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

Which institutional investors have been buying Saratoga Investment's stock?

Of the 53 institutional investors that purchased Saratoga Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($281.14K), Quadrature Capital Ltd ($128.74K), Alpine Global Management LLC ($83.30K), Lido Advisors LLC ($79.21K), Hennion & Walsh Asset Management Inc. ($76.71K), Private Advisor Group LLC ($73.67K), and Trexquant Investment LP ($69.66K).

How much institutional buying is happening at Saratoga Investment?

Institutional investors have bought a total of 768,587 shares in the last 24 months. This purchase volume represents approximately $18.58M in transactions.

Which of Saratoga Investment's major shareholders have been selling company stock?

Of the 17 institutional investors that sold Saratoga Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($59.63K), Kovitz Investment Group Partners LLC ($50.45K), Millennium Management LLC ($18.49K), Advisors Asset Management Inc. ($16.85K), Legal & General Group Plc ($11.23K), BI Asset Management Fondsmaeglerselskab A S ($8.83K), and Private Advisor Group LLC ($7.33K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 203,168 shares in the last 24 months. This volume of shares sold represents approximately $4.99M in transactions.


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This page (NYSE:SAR) was last updated on 9/3/2025 by MarketBeat.com Staff
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