Free Trial
→ What The Silver Boom Could Mean For You… (From Goldco Precious Metals) (Ad)tc pixel Free SAR Stock Alerts

Saratoga Investment (SAR) Institutional Ownership

Saratoga Investment logo
$24.13 -0.65 (-2.64%)
Closing price 09/24/2025 03:59 PM Eastern
Extended Trading
$24.30 +0.17 (+0.70%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
19.09%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$18.61M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.99M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.6,256$155K0.0%+24.0%0.039%
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%
5/16/2025Advisors Asset Management Inc.114,511$2.90M0.1%+6.6%0.745%
5/15/2025Cubist Systematic Strategies LLC10,869$275K0.0%N/A0.071%
5/15/2025Royal Bank of Canada23,476$595K0.0%+4.5%0.153%
5/15/2025Trexquant Investment LP66,974$1.70M0.0%+4.6%0.436%
5/14/2025BI Asset Management Fondsmaeglerselskab A S50,232$1.27M0.0%-14.9%0.327%
5/13/2025Ethos Financial Group LLC45,507$1.15M0.1%N/A0.296%
5/13/2025Kovitz Investment Group Partners LLC12,094$306K0.0%-79.5%0.079%
5/12/2025Connor Clark & Lunn Investment Management Ltd.29,509$747K0.0%+147.7%0.206%
5/7/2025LPL Financial LLC88,665$2.25M0.0%+1.6%0.618%
5/6/2025Cetera Investment Advisers10,049$255K0.0%N/A0.070%
5/6/2025Wedbush Securities Inc.10,700$271K0.0%+23.0%0.075%
5/5/2025Private Advisor Group LLC125,792$3.19M0.0%+2.9%0.877%
4/24/2025Sunbelt Securities Inc.6,932$176K0.0%+36.4%0.048%
4/24/2025Bartlett & CO. Wealth Management LLC2,000$51K0.0%+300.0%0.014%
4/23/2025International Assets Investment Management LLC54,886$1.39M0.0%-31.0%0.383%
4/22/2025Cambridge Investment Research Advisors Inc.15,700$398K0.0%N/A0.109%
4/10/2025Hennion & Walsh Asset Management Inc.193,168$4.89M0.2%+33.4%1.346%
2/17/2025Two Sigma Advisers LP145,100$3.47M0.0%-1.3%1.011%
2/17/2025Two Sigma Investments LP128,379$3.07M0.0%+6.3%0.895%
2/17/2025Millennium Management LLC105,129$2.52M0.0%-15.0%0.733%
2/17/2025Ameriprise Financial Inc.59,961$1.43M0.0%-7.4%0.418%
2/14/2025Jane Street Group LLC10,520$252K0.0%N/A0.073%
2/14/2025Lido Advisors LLC94,981$2.27M0.0%+32.1%0.662%
2/14/2025Northern Trust Corp11,315$271K0.0%N/A0.079%
2/14/2025Virtus ETF Advisers LLC33,759$808K0.3%-2.2%0.235%
2/14/2025Kovitz Investment Group Partners LLC59,050$1.41M0.0%-5.6%0.411%
2/14/2025BI Asset Management Fondsmaeglerselskab A S59,059$1.41M0.0%+4.8%0.412%
2/13/2025Marshall Wace LLP35,962$860K0.0%N/A0.251%
2/13/2025Mariner LLC13,235$317K0.0%N/A0.092%
2/13/2025Raymond James Financial Inc.34,032$814K0.0%N/A0.237%
2/13/2025Legal & General Group Plc90,997$2.17M0.0%-11.0%0.634%
2/13/2025Wells Fargo & Company MN109,784$2.63M0.0%+3.1%0.765%
2/12/2025Trexquant Investment LP64,017$1.53M0.0%+133.0%0.446%
2/12/2025JPMorgan Chase & Co.6,789$162K0.0%+35.8%0.047%
2/11/2025LPL Financial LLC87,304$2.09M0.0%-5.9%0.608%
2/10/2025Advisors Asset Management Inc.107,401$2.57M0.0%-4.4%0.749%
2/10/2025Commonwealth Equity Services LLC15,411$369K0.0%-7.6%0.107%
2/10/2025Connor Clark & Lunn Investment Management Ltd.11,914$285K0.0%N/A0.083%
2/7/2025HighTower Advisors LLC11,124$266K0.0%N/A0.078%
2/6/2025Raymond James Financial Inc.34,032$814K0.0%N/A0.237%
2/6/2025Promus Capital LLC1,273$30K0.0%N/A0.009%
2/3/2025Private Advisor Group LLC122,295$2.93M0.0%-5.7%0.852%
1/31/2025D.A. Davidson & CO.29,929$716K0.0%+10.8%0.209%
1/17/2025Janney Montgomery Scott LLC8,882$212K0.0%N/A0.062%
1/15/2025Wealthcare Advisory Partners LLC32,845$786K0.0%+2.9%0.229%
1/15/2025Hennion & Walsh Asset Management Inc.144,817$3.46M0.2%+4.8%1.009%
1/8/2025International 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%
10/23/2024Hennion & Walsh Asset Management Inc.138,185$3.21M0.1%+14.4%1.005%
10/22/2024International 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%
7/30/2024International Assets Investment Management LLC4,739$108K0.0%N/A0.034%
7/20/2024Hennion & 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%
4/17/2024Hennion & Walsh Asset Management Inc.125,373$2.91M0.2%+1.7%0.918%
4/15/2024Wealthcare 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%
(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, 63 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 54 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 769,798 shares in the last 24 months. This purchase volume represents approximately $18.61M 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.


Related Companies

This page (NYSE:SAR) was last updated on 9/25/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel