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Saratoga Investment (SAR) Institutional Ownership

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+0.56 (+2.40%)
(As of 04/26/2024 ET)
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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)
27
Total
Institutional Inflows
(last 12 months)
$20.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$24.86M
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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
4/17/2024 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%
2/8/2024Janney 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%
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%
1/16/2024 Raymond 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%
11/8/2023Janney 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%
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%
10/24/2023 Raymond 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%
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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%
8/8/2023Chicago Partners Investment Group LLC9,409$249K0.0%-53.2%0.079%
8/4/2023IFP Advisors Inc8,312$192K0.0%-5.8%0.069%
8/3/2023Atria Wealth Solutions Inc.10,905$294K0.0%+28.2%0.091%
8/3/2023Mackenzie Financial Corp23,846$648K0.0%-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$202K0.0%-45.2%0.063%
7/27/2023B. Riley Wealth Advisors Inc.19,010$513K0.0%-8.7%0.159%
7/26/2023Janney Montgomery Scott LLC8,820$238K0.0%N/A0.074%
7/25/2023 Raymond 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$220K0.0%N/A0.069%
6/14/2023Atria Wealth Solutions Inc.8,505$215K0.0%N/A0.072%
5/16/2023Black Diamond Capital Management L.L.C.441,770$11.17M6.4%-53.6%3.725%
5/12/2023Palogic Value Management L.P.48,780$1.23M0.6%-2.4%0.411%
5/11/2023Cerity Partners LLC24,711$625K0.0%-7.1%0.208%
5/10/2023Private Advisor Group LLC56,574$1.43M0.0%N/A0.477%
5/4/2023Larson Financial Group LLC8,923$226K0.0%+5.4%0.075%
4/28/2023Avantax Advisory Services Inc.8,779$222K0.0%N/A0.074%
4/25/2023D.A. Davidson & CO.22,755$575K0.0%+12.5%0.191%
4/24/2023Mackenzie Financial Corp30,908$781K0.0%+40.4%0.260%
4/24/2023Ahrens Investment Partners LLC1,272$32K0.0%N/A0.011%
4/21/2023PFG Advisors26,391$667K0.1%-6.5%0.222%
4/20/2023 Hennion & Walsh Asset Management Inc.97,345$2.46M0.2%-14.2%0.819%
4/19/2023 International Assets Investment Management LLC3,116$79K0.0%N/A0.026%
4/18/2023Claybrook Capital LLC33,445$845K0.5%+5.0%0.281%
4/18/2023IFP Advisors Inc8,828$203K0.0%+29.9%0.074%
4/14/2023 Raymond James & Associates69,576$1.76M0.0%-15.7%0.585%
4/10/2023 Next Level Private LLC28,459$719K0.6%+2.8%0.239%
3/22/2023Pictet North America Advisors SA44,468$1.13M0.2%+2.5%0.374%
3/15/2023B. Riley Wealth Advisors Inc.20,770$544K0.0%+24.0%0.175%
3/6/2023Rockefeller Capital Management L.P.8,209$209K0.0%-55.2%0.069%
2/15/2023Black Diamond Capital Management L.L.C.951,340$24.25M14.9%-9.3%8.001%
2/13/2023Advisors Asset Management Inc.133,585$3.41M0.1%-11.4%1.124%
2/13/2023Advisory Research Inc.30,351$774K0.1%-15.0%0.255%
2/8/2023 Raymond James & Associates82,521$2.10M0.0%-3.5%0.694%
2/8/2023Belpointe Asset Management LLC1,000$25K0.0%N/A0.008%
2/7/2023Commonwealth Equity Services LLC8,564$218K0.0%N/A0.072%
2/7/2023LPL Financial LLC68,464$1.75M0.0%+2.9%0.576%
2/6/2023Banque Pictet & Cie SA44,468$1.13M0.0%+2.5%0.374%
2/3/2023D.A. Davidson & CO.20,218$515K0.0%-5.2%0.170%
1/30/2023PFG Advisors28,217$719K0.1%-2.0%0.237%
1/24/2023Claybrook Capital LLC31,864$812K0.5%+40.6%0.268%
1/18/2023Private Advisor Group LLC54,224$1.38M0.0%+18.1%0.456%
1/12/2023 Hennion & Walsh Asset Management Inc.113,479$2.89M0.2%+1.2%0.954%
11/14/2022Virtus ETF Advisers LLC16,210$337K0.1%-6.1%0.136%
11/14/2022Pictet North America Advisors SA43,403$901K0.1%+2.4%0.365%
11/14/2022 Hennion & Walsh Asset Management Inc.112,137$2.33M0.2%+10.0%0.942%
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11/8/2022Advisors Asset Management Inc.150,799$3.13M0.1%+4.7%1.267%
11/7/2022Davidson Trust Co.11,000$228K0.2%-15.4%0.092%
11/4/2022First Republic Investment Management Inc.13,677$284K0.0%+14.2%0.115%
11/3/2022Larson Financial Group LLC8,468$176K0.0%N/A0.071%
11/2/2022Rockefeller Capital Management L.P.18,315$380K0.0%-4.3%0.154%
10/25/2022 Raymond James & Associates85,557$1.78M0.0%+0.9%0.719%
10/21/2022 Next Level Private LLC27,683$608K0.5%N/A0.233%
10/20/2022Claybrook Capital LLC22,655$471K0.3%+104.0%0.190%
10/14/2022Private Advisor Group LLC45,924$954K0.0%+10.6%0.386%
10/14/2022PFG Advisors28,802$598K0.1%-3.9%0.242%
(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, 53 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.60M), Hennion & Walsh Asset Management Inc. ($2.91M), Private Advisor Group LLC ($2.85M), Black Diamond Capital Management L.L.C. ($2.61M), Quadrature Capital Ltd ($2.60M), International Assets Investment Management LLC ($2.23M), and Thomas J. Herzfeld Advisors Inc. ($1.97M).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 45 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 ($172.02K), Private Advisor Group LLC ($150.18K), Quadrature Capital Ltd ($128.74K), 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 1,080,927 shares in the last 24 months. This purchase volume represents approximately $27.28M in transactions.

Which Saratoga Investment major shareholders have been selling company stock?

Of the 23 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. ($952.70K), Thomas J. Herzfeld Advisors Inc. ($82.25K), Raymond James & Associates ($51.75K), Hennion & Walsh Asset Management Inc. ($46.13K), Mackenzie Financial Corp ($29.14K), Cerity Partners LLC ($23.51K), and Advisors Asset Management Inc. ($19.80K).

How much institutional selling is happening at Saratoga Investment?

Institutional investors have sold a total of 1,300,799 shares in the last 24 months. This volume of shares sold represents approximately $33.41M in transactions.


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This page (NYSE:SAR) was last updated on 4/26/2024 by MarketBeat.com Staff

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