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Saratoga Investment Institutional Ownership (NYSE:SAR)

$27.57
-0.08 (-0.29 %)
(As of 02/21/2020 04:00 PM ET)
Today's Range
$27.41
Now: $27.57
$27.70
50-Day Range
$24.83
MA: $27.01
$28.35
52-Week Range
$22.07
Now: $27.57
$28.70
Volume33,982 shs
Average Volume69,316 shs
Market Capitalization$308.23 million
P/E Ratio6.40
Dividend Yield8.10%
Beta0.66

Institutional Ownership

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

Institutional Ownership Percentage: 17.78%

Institutional Buying and Selling by Quarter

Saratoga Investment (NYSE SAR) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/17/2020Ladenburg Thalmann Financial Services Inc.133,577$3.35M0.0%+22.8%1.195%
2/14/2020Advisors Asset Management Inc.51,162$1.28M0.0%+40.2%0.458%
2/14/2020First Republic Investment Management Inc.46,148$1.15M0.0%+109.8%0.413%
2/14/2020Marshall Wace LLP100,856$2.52M0.0%+41.4%0.902%
2/14/2020Marshall Wace North America L.P.2,328$58K0.0%-87.3%0.021%
2/14/2020UBS Group AG136,761$3.41M0.0%+14.4%1.223%
2/13/2020Ahrens Investment Partners LLC22,000$0.55M0.2%+1.9%0.197%
2/13/2020Oxford Asset Management LLP52,539$1.31M0.0%+90.4%0.470%
2/13/2020Virtus ETF Advisers LLC86,825$2.17M0.4%+5.4%0.776%
2/12/2020Raymond James & Associates51,727$1.29M0.0%+92.3%0.463%
2/7/2020WESPAC Advisors LLC40,810$1.02M1.0%N/A0.365%
2/7/2020Tower Research Capital LLC TRC 1,159$29K0.0%N/A0.010%
2/6/2020Victory Capital Management Inc.1,545$41K0.0%+35.5%0.014%
2/4/2020Victory Capital Management Inc.1,545$41K0.0%+35.5%0.014%
1/24/2020Valeo Financial Advisors LLC1,000$25K0.0%-82.8%0.009%
1/24/2020Chicago Partners Investment Group LLC7,836$0.22M0.0%-40.9%0.070%
1/14/2020PFG Advisors40,312$1.01M0.2%+7.3%0.361%
11/27/2019Millennium Management LLC108,466$2.68M0.0%N/A1.112%
11/5/2019D.A. Davidson & CO.11,715$0.29M0.0%N/A0.120%
10/31/2019Chicago Partners Investment Group LLC13,251$0.33M0.0%N/A0.136%
10/30/2019BB&T Securities LLC18,163$0.45M0.0%+59.9%0.186%
10/15/2019PFG Advisors37,583$0.92M0.3%+1.5%0.385%
10/8/2019Advantage Investment Management LLC9,864$0.24M0.2%-19.9%0.113%
10/3/2019North Star Investment Management Corp.1,100$27K0.0%N/A0.013%
8/17/2019Ladenburg Thalmann Financial Services Inc.124,306$3.07M0.0%-1.2%1.427%
8/14/2019Morgan Stanley3,870$96K0.0%+54.9%0.044%
8/14/2019Private Portfolio Partners LLC11,485$0.28M0.1%-17.8%0.132%
8/14/2019Black Diamond Capital Management L.L.C.830,530$20.51M23.7%+2.2%9.532%
8/13/2019Virtus ETF Advisers LLC76,116$1.88M0.4%N/A0.874%
8/7/2019BB&T Securities LLC11,356$0.28M0.0%-49.0%0.130%
8/7/2019First Republic Investment Management Inc.27,597$0.68M0.0%+2.2%0.317%
8/7/2019JPMorgan Chase & Co.15,633$0.38M0.0%-28.0%0.195%
8/7/2019Mckinley Capital Management LLC Delaware34,259$0.85M0.1%+3.7%0.427%
8/6/2019Wells Fargo & Company MN29,288$0.72M0.0%-3.8%0.365%
8/5/2019PFG Advisors37,034$0.94M0.3%-5.4%0.462%
8/5/2019Ahrens Investment Partners LLC11,300$0.28M0.1%+25.6%0.141%
7/30/2019Advantage Investment Management LLC12,318$0.30M0.2%N/A0.154%
6/30/2019NEXT Financial Group Inc2,000$49K0.0%N/A0.025%
6/30/2019Wiley BROS. Aintree Capital LLC9,130$0.23M0.3%N/A0.121%
6/16/2019Belpointe Asset Management LLC16,295$0.36M0.1%+3.7%0.216%
5/15/2019Advisors Asset Management Inc.8,908$0.20M0.0%N/A0.118%
5/10/2019Private Portfolio Partners LLC13,971$0.31M0.2%N/A0.185%
5/8/2019PFG Advisors39,142$0.98M0.3%+1.1%0.519%
5/2/2019Ahrens Investment Partners LLC9,000$0.20M0.1%-11.8%0.119%
4/30/2019First Republic Investment Management Inc.27,000$0.60M0.0%-7.1%0.358%
4/12/2019Valeo Financial Advisors LLC5,813$0.13M0.0%-34.8%0.077%
4/10/2019North Star Investment Management Corp.1,100$25K0.0%N/A0.015%
3/6/2019Belpointe Asset Management LLC15,714$0.31M0.1%-2.7%0.208%
2/19/2019PFG Advisors38,703$0.89M0.3%N/A0.513%
2/15/2019Macquarie Group Ltd.1,939$39K0.0%+68.8%0.026%
2/15/2019Legal & General Group Plc32,461$0.65M0.0%+33.0%0.431%
2/11/2019Mckinley Capital Management LLC Delaware33,027$0.66M0.1%-5.3%0.438%
2/4/2019BB&T Securities LLC24,555$0.49M0.0%N/A0.326%
1/30/2019Valeo Financial Advisors LLC8,920$0.18M0.0%+55.9%0.118%
1/18/2019PFG Advisors38,703$0.84M0.3%N/A0.513%
1/1/2019Legal & General Group Plc24,407$0.56M0.0%+10.8%0.326%
1/1/2019Belpointe Asset Management LLC16,154$0.37M0.1%+5.6%0.216%
11/14/2018Dynamic Technology Lab Private Ltd9,136$0.21M0.0%N/A0.122%
11/9/2018Ahrens Investment Partners LLC10,900$0.25M0.1%+31.3%0.146%
11/2/2018Wells Fargo & Company MN31,403$0.72M0.0%+61.2%0.420%
11/1/2018Valeo Financial Advisors LLC5,720$0.12M0.0%+110.3%0.076%
8/14/2018Macquarie Group Ltd.6,264$0.17M0.0%-56.4%0.084%
8/11/2018Ahrens Investment Partners LLC8,300$0.23M0.1%N/A0.111%
8/9/2018Weber Alan W17,293$0.48M0.2%N/A0.232%
8/6/2018Belpointe Asset Management LLC15,301$0.42M0.1%-41.5%0.205%
7/14/2018Mckinley Capital Management LLC Delaware34,711$0.96M0.1%+9.8%0.551%
5/17/2018Legal & General Group Plc21,539$0.45M0.0%+21.8%0.343%
5/16/2018Millennium Management LLC10,901$0.23M0.0%-33.2%0.174%
5/15/2018Ladenburg Thalmann Financial Services Inc.88,755$1.85M0.0%+3.1%1.418%
5/15/2018Black Diamond Capital Management L.L.C.728,454$15.16M7.9%+2.1%11.637%
5/10/2018Stratos Wealth Partners LTD.7,425$0.16M0.0%N/A0.119%
5/2/2018Wells Fargo & Company MN16,527$0.34M0.0%+29.1%0.264%
2/15/2018BB&T Securities LLC10,942$0.24M0.0%-61.8%0.175%
2/15/2018Macquarie Group Ltd.36,027$0.81M0.0%+346.5%0.576%
2/15/2018Belpointe Asset Management LLC35,307$0.79M0.2%-9.1%0.564%
2/15/2018Millennium Management LLC16,318$0.37M0.0%N/A0.261%
2/8/2018Wells Fargo & Company MN12,802$0.29M0.0%+48.9%0.205%
2/8/2018Mckinley Capital Management LLC Delaware32,125$0.72M0.0%+9.4%0.513%
11/16/2017Belpointe Asset Management LLC38,842$0.84M0.2%N/A0.647%
11/13/2017BB&T Securities LLC28,616$0.62M0.0%N/A0.477%
11/9/2017Wells Fargo & Company MN8,598$0.19M0.0%+93.1%0.143%
11/8/2017Macquarie Group Ltd.8,068$0.17M0.0%N/A0.134%
8/17/2017Dynamic Technology Lab Private Ltd10,705$0.22M0.0%N/A0.179%
8/14/2017Mckinley Capital Management LLC Delaware28,423$0.59M0.0%-1.1%0.476%
8/11/2017GSA Capital Partners LLP10,300$0.22M0.0%N/A0.173%
8/3/2017Legal & General Group Plc15,098$0.31M0.0%+18.4%0.253%
8/1/2017Weber Alan W17,293$0.36M0.2%No Change0.290%
7/24/2017Cue Financial Group Inc.39,969$0.84M0.6%No Change0.670%
5/12/2017UBS Group AG6,896$0.15M0.0%+18.5%0.120%
5/12/2017Weber Alan W17,293$0.38M0.2%No Change0.301%
5/12/2017Legal & General Group Plc12,749$0.28M0.0%+2.2%0.222%
5/10/2017Mckinley Capital Management LLC Delaware28,730$0.62M0.0%+4.9%0.500%
5/10/2017JPMorgan Chase & Co.10,256$0.22M0.0%+925.6%0.179%
5/5/2017Ameriprise Financial Inc.9,812$0.21M0.0%N/A0.171%
2/14/2017Ladenburg Thalmann Financial Services Inc.71,327$1.47M0.0%+310.6%1.242%
2/14/2017First Republic Investment Management Inc.26,187$0.54M0.0%+12.9%0.456%
2/7/2017Vivaldi Asset Management LLC25,631$0.53M0.2%N/A0.446%
11/15/2016Weber Alan W52,293$0.93M0.6%N/A0.915%
11/14/2016Nuveen Fund Advisors LLC11,740$0.21M0.0%N/A0.205%
11/14/2016Rivernorth Capital Management LLC29,787$0.53M0.0%N/A0.521%
(Data available from 1/1/2016 forward)
This page was last updated on 2/22/2020 by MarketBeat.com Staff

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