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Saratoga Investment (SAR) Institutional Ownership

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$23.99 +0.28 (+1.18%)
Closing price 04/24/2025
Extended Trading
$24.20 +0.22 (+0.90%)
As of 08:00 AM 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)
32
Total
Institutional Inflows
(last 12 months)
$14.37M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.67M
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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
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%
4/23/2025 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%
2/17/2025Two 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%
1/17/2025 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%
12/26/2024JPMorgan 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%
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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%
8/19/2024B. 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%
8/2/2024 Next 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%
5/1/2024 Janney 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%
2/8/2024 Janney 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%
11/8/2023 Janney 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%
URGENT: Someone's Moving Gold Out of London... (Ad)

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Go here to learn about my Top Four picks for the coming bull mania.
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%
(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), Two Sigma Advisers LP ($3.47M), Two Sigma Investments LP ($3.07M), Private Advisor Group LLC ($2.93M), Wells Fargo & Company MN ($2.63M), Black Diamond Capital Management L.L.C. ($2.61M), and Advisors Asset Management Inc. ($2.57M).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 48 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 ($281.14K), Private Advisor Group LLC ($129.55K), Quadrature Capital Ltd ($128.74K), Alpine Global Management LLC ($83.30K), Hennion & Walsh Asset Management Inc. ($76.71K), Raymond James Financial Inc. ($68.06K), and Trexquant Investment LP ($66.70K).

How much institutional buying is happening at Saratoga Investment?

Institutional investors have bought a total of 1,392,507 shares in the last 24 months. This purchase volume represents approximately $34.60M in transactions.

Which Saratoga Investment major shareholders have been selling company stock?

Of the 28 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. ($854.83K), Quadrature Capital Ltd ($70.74K), International Assets Investment Management LLC ($57.35K), Raymond James & Associates ($35.77K), Millennium Management LLC ($18.49K), Trexquant Investment LP ($14.88K), and B. Riley Wealth Advisors Inc. ($11.72K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 1,153,316 shares in the last 24 months. This volume of shares sold represents approximately $29.52M in transactions.


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This page (NYSE:SAR) was last updated on 4/25/2025 by MarketBeat.com Staff
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