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S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Better Than Oil Stocks (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Better Than Oil Stocks (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
MarketBeat Week in Review – 2/19 - 2/23
A collection of the insights Warren Buffett offered in his annual letter Saturday
Better Than Oil Stocks (Ad)
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
The perfect AI stock under $10 (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover

Saratoga Investment (SAR) Institutional Ownership

$23.67
+0.06 (+0.25%)
(As of 02/23/2024 ET)

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

Current
Institutional Ownership
Percentage
14.57%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$23.67 M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$27.06 M
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SAR Institutional Buying and Selling by Quarter


Saratoga Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Virtus ETF Advisers LLC16,377$0.42M0.3%-22.3%0.120%
2/15/2024Legal & General Group Plc97,963$2.53M0.0%+12.5%0.718%
2/14/2024Cubist Systematic Strategies LLC22,916$0.59M0.0%+42.3%0.168%
2/14/2024Putnam Investments LLC30,289$0.78M0.0%-20.9%0.222%
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%
2/13/2024Tower Research Capital LLC TRC 7,905$0.20M0.0%+431.6%0.058%
2/13/2024Bard Associates Inc.15,945$0.41M0.2%-3.3%0.117%
2/12/2024Steward Partners Investment Advisory LLC6,038$0.16M0.0%+34.1%0.044%
2/9/2024Trexquant Investment LP15,275$0.40M0.0%-49.3%0.112%
2/9/2024D.A. Davidson & CO.24,191$0.63M0.0%+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$0.35M0.0%N/A0.099%
2/8/2024Janney Montgomery Scott LLC18,827$0.49M0.0%+8.3%0.138%
2/7/2024Avantax Advisory Services Inc.10,561$0.27M0.0%+17.9%0.077%
2/7/2024Jump Financial LLC28,857$0.75M0.0%+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$0.25M0.0%+5.6%0.071%
2/1/2024Significant Wealth Partners LLC39,560$1.02M0.7%N/A0.290%
1/26/2024Cerity Partners LLC16,662$0.43M0.0%N/A0.122%
1/25/2024International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%
1/24/2024International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%
1/19/2024PFG Advisors23,228$0.60M0.0%-7.9%0.170%
1/16/2024Raymond James & Associates33,808$0.87M0.0%-32.0%0.248%
12/1/2023B. Riley Wealth Advisors Inc.9,115$0.23M0.0%-52.1%0.070%
11/15/2023Royal Bank of Canada25,738$0.66M0.0%-9.2%0.196%
11/15/2023Legal & General Group Plc87,048$2.24M0.0%-2.2%0.664%
11/15/2023Ameriprise Financial Inc.46,908$1.21M0.0%-19.6%0.358%
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%
11/14/2023Tower Research Capital LLC TRC 1,487$38K0.0%N/A0.011%
11/14/2023Qube Research & Technologies Ltd16,570$0.43M0.0%+84.3%0.126%
11/14/2023Trexquant Investment LP30,157$0.78M0.0%N/A0.230%
11/13/2023C M Bidwell & Associates Ltd.1,385$36K0.0%N/A0.011%
11/13/2023LPL Financial LLC73,965$1.90M0.0%+3.0%0.564%
11/9/2023UBS Group AG4,152$0.11M0.0%+57.3%0.032%
11/8/2023Janney Montgomery Scott LLC17,383$0.45M0.0%+97.1%0.133%
11/8/2023Atria Wealth Solutions Inc.11,655$0.30M0.0%+6.9%0.089%
11/7/2023Virtus ETF Advisers LLC21,088$0.54M0.3%+128.0%0.161%
11/7/2023Quantbot Technologies LP6,565$0.17M0.0%+170.6%0.050%
11/7/2023Barclays PLC1,441$37K0.0%N/A0.011%
11/7/2023Jump Financial LLC12,601$0.32M0.0%+23.5%0.096%
11/3/2023Private Advisor Group LLC82,324$2.12M0.0%+38.7%0.628%
10/27/2023Hennion & 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$0.49M0.0%+56.8%0.145%
10/13/2023PFG Advisors25,229$0.65M0.1%-4.4%0.211%
10/12/2023IFP Advisors Inc1,500$39K0.0%-82.0%0.013%
10/4/2023International Assets Investment Management LLC3,182$81K0.0%N/A0.027%
8/21/2023Osaic Holdings Inc.34,518$0.93M0.0%-4.1%0.288%
8/15/2023Wells Fargo & Company MN86,104$2.32M0.0%+1.7%0.719%
8/15/2023Harbour Investments Inc.1,000$27K0.0%N/A0.008%
8/15/2023Quadrature Capital Ltd16,366$0.44M0.0%N/A0.137%
8/15/2023Royal Bank of Canada28,341$0.77M0.0%+2.6%0.237%
8/15/2023Rockefeller Capital Management L.P.7,143$0.19M0.0%-14.3%0.060%
8/15/2023Black Diamond Capital Management L.L.C.96,507$2.61M1.6%-78.2%0.806%
8/14/2023IFP Advisors Inc8,312$0.22M0.0%-5.8%0.069%
8/14/2023Marshall Wace LLP33,521$0.91M0.0%N/A0.280%
8/14/2023Cerity Partners LLC18,700$0.51M0.0%-24.3%0.156%
8/11/2023JPMorgan Chase & Co.2,300$62K0.0%+2,200.0%0.019%
8/10/2023Osaic Holdings Inc.34,518$0.93M0.0%-4.1%0.288%
8/10/2023Commonwealth Equity Services LLC12,145$0.33M0.0%+36.2%0.101%
8/10/2023Private Advisor Group LLC59,374$1.60M0.0%+4.9%0.496%
8/10/2023Cetera Advisors LLC8,325$0.23M0.0%N/A0.069%
8/9/2023BNP Paribas Arbitrage SNC3,247$88K0.0%N/A0.027%
8/8/2023Chicago Partners Investment Group LLC9,409$0.25M0.0%-53.2%0.079%
8/4/2023IFP Advisors Inc8,312$0.19M0.0%-5.8%0.069%
8/3/2023Atria Wealth Solutions Inc.10,905$0.29M0.0%+28.2%0.091%
8/3/2023Mackenzie Financial Corp23,846$0.65M0.0%-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$0.20M0.0%-45.2%0.063%
7/27/2023B. Riley Wealth Advisors Inc.19,010$0.51M0.0%-8.7%0.159%
7/26/2023Janney Montgomery Scott LLC8,820$0.24M0.0%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$0.22M0.0%N/A0.069%
6/14/2023Atria Wealth Solutions Inc.8,505$0.22M0.0%N/A0.072%
5/22/2023Putnam Investments LLC27,509$0.70M0.0%+243.6%0.232%
5/22/2023Ameriprise Financial Inc.58,279$1.47M0.0%-3.5%0.491%
5/17/2023Sunbelt Securities Inc.5,082$0.13M0.0%N/A0.043%
5/16/2023Steward Partners Investment Advisory LLC7,203$0.18M0.0%+50.0%0.061%
5/16/2023Black Diamond Capital Management L.L.C.441,770$11.17M6.4%-53.6%3.725%
5/15/2023Two Sigma Advisers LP63,800$1.61M0.0%+63.2%0.538%
5/15/2023Two Sigma Investments LP24,910$0.63M0.0%N/A0.210%
5/12/2023Advisors Asset Management Inc.138,850$3.51M0.1%+3.9%1.171%
5/12/2023Bank of America Corp DE2,053$52K0.0%N/A0.017%
5/12/2023Palogic Value Management L.P.48,780$1.23M0.6%-2.4%0.411%
5/11/2023Cerity Partners LLC24,711$0.63M0.0%-7.1%0.208%
5/10/2023Private Advisor Group LLC56,574$1.43M0.0%N/A0.477%
5/10/2023LPL Financial LLC64,884$1.64M0.0%-5.2%0.547%
5/4/2023Larson Financial Group LLC8,923$0.23M0.0%+5.4%0.075%
4/28/2023Avantax Advisory Services Inc.8,779$0.22M0.0%N/A0.074%
4/25/2023D.A. Davidson & CO.22,755$0.58M0.0%+12.5%0.191%
4/24/2023Mackenzie Financial Corp30,908$0.78M0.0%+40.4%0.260%
4/24/2023Ahrens Investment Partners LLC1,272$32K0.0%N/A0.011%
4/21/2023PFG Advisors26,391$0.67M0.1%-6.5%0.222%
4/20/2023Hennion & Walsh Asset Management Inc.97,345$2.46M0.2%-14.2%0.819%
4/19/2023International Assets Investment Management LLC3,116$79K0.0%N/A0.026%
4/18/2023Claybrook Capital LLC33,445$0.85M0.5%+5.0%0.281%
(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, 78 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.60M), Private Advisor Group LLC ($2.85M), Black Diamond Capital Management L.L.C. ($2.61M), Quadrature Capital Ltd ($2.60M), Legal & General Group Plc ($2.53M), Wells Fargo & Company MN ($2.32M), and International Assets Investment Management LLC ($2.23M).Learn more on SAR's institutional investors.

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

14.57% 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 67 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 ($0.17M), Private Advisor Group LLC ($0.15M), Quadrature Capital Ltd ($0.10M), TMD Wealth Management LLC ($58.78K), Alpine Global Management LLC ($52K), Pictet North America Advisors SA ($44.47K), and Banque Pictet & Cie SA ($43.47K).

How much institutional buying is happening at Saratoga Investment?

Institutional investors have bought a total of 1,281,165 shares in the last 24 months. This purchase volume represents approximately $32.52M in transactions.

Which Saratoga Investment major shareholders have been selling company stock?

Of the 32 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. ($0.95M), Thomas J. Herzfeld Advisors Inc. ($82.25K), Raymond James & Associates ($51.75K), Hennion & Walsh Asset Management Inc. ($46.13K), Mackenzie Financial Corp ($36.30K), Cerity Partners LLC ($31.27K), and Advisors Asset Management Inc. ($19.80K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 1,389,465 shares in the last 24 months. This volume of shares sold represents approximately $35.62M in transactions.


This page (NYSE:SAR) was last updated on 2/25/2024 by MarketBeat.com Staff