S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
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NYSE:SAR

Saratoga Investment Institutional Ownership

$22.77
-0.14 (-0.61 %)
(As of 03/5/2021 12:00 AM ET)
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Today's Range
$22.29
Now: $22.77
$23.55
50-Day Range
$20.79
MA: $22.96
$24.20
52-Week Range
$5.94
Now: $22.77
$24.50
Volume59,803 shs
Average Volume70,865 shs
Market Capitalization$254.34 million
P/E Ratio7.88
Dividend Yield7.27%
Beta1.68

Institutional Ownership

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

Institutional Ownership Percentage: 21.63%

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
2/24/2021Virtu Financial LLC16,079$0.34M0.0%N/A0.144%
2/18/2021Truist Financial Corp63,230$1.32M0.0%+29.8%0.566%
2/13/2021Ares Management LLC92,071$1.92M0.1%-23.8%0.824%
2/12/2021LPL Financial LLC60,200$1.26M0.0%+2.7%0.539%
2/12/2021Virtus ETF Advisers LLC9,880$0.21M0.1%-20.8%0.088%
2/11/2021Northern Trust Corp11,333$0.24M0.0%-18.1%0.101%
2/10/2021D.A. Davidson & CO.15,473$0.32M0.0%-3.0%0.139%
2/9/2021Wells Fargo & Company MN62,469$1.30M0.0%+11.0%0.559%
2/3/2021Winslow Evans & Crocker Inc.1,200$25K0.0%N/A0.011%
2/2/2021Ahrens Investment Partners LLC53,600$1.12M0.6%+134.1%0.480%
2/1/2021Eagle Global Advisors LLC17,600$0.37M0.0%+15.8%0.158%
1/26/2021PFG Advisors37,471$0.78M0.1%-3.0%0.335%
1/22/2021International Assets Investment Management LLC4,650$0.11M0.0%N/A0.042%
11/16/2020Black Diamond Capital Management L.L.C.890,739$14.96M33.7%+2.4%7.972%
11/16/2020Advisors Asset Management Inc.97,342$1.63M0.0%+23.2%0.871%
11/13/2020Morgan Stanley44,588$0.75M0.0%+4.7%0.399%
11/13/2020Virtus ETF Advisers LLC12,477$0.21M0.1%-28.3%0.112%
11/12/2020Cerity Partners LLC63,472$1.07M0.0%N/A0.568%
11/10/2020RMB Capital Management LLC20,400$0.34M0.0%N/A0.183%
11/9/2020LPL Financial LLC58,639$0.99M0.0%-1.6%0.525%
11/5/2020Wells Fargo & Company MN56,293$0.95M0.0%+16.2%0.504%
11/4/2020Raymond James & Associates39,790$0.67M0.0%-25.8%0.356%
11/2/2020D.A. Davidson & CO.15,952$0.27M0.0%-3.4%0.143%
11/2/2020Private Advisor Group LLC13,000$0.22M0.0%+77.1%0.116%
9/15/2020Two Sigma Advisers LP51,000$0.81M0.0%-1.7%0.455%
8/17/2020Private Advisor Group LLC7,340$0.12M0.0%N/A0.065%
8/14/2020Advisor Group Holdings Inc.65,607$1.04M0.0%-47.6%0.585%
8/13/2020First Republic Investment Management Inc.44,599$0.71M0.0%+12.6%0.398%
8/13/2020Marshall Wace LLP64,977$1.03M0.0%-12.3%0.579%
8/12/2020Advisors Asset Management Inc.79,001$1.25M0.0%+19.4%0.704%
8/12/2020California Public Employees Retirement System18,600$0.29M0.0%N/A0.166%
8/10/2020D.A. Davidson & CO.16,510$0.26M0.0%+6.4%0.147%
8/10/2020Synovus Financial Corp3,031$49K0.0%+26.2%0.027%
8/5/2020Alps Advisors Inc.18,066$0.29M0.0%-10.0%0.162%
8/5/2020Virtus ETF Advisers LLC17,411$0.28M0.1%-81.8%0.156%
8/5/2020WINTON GROUP Ltd74,105$1.17M0.0%N/A0.663%
7/16/2020PFG Advisors38,819$0.63M0.1%-3.7%0.347%
7/15/2020Ahrens Investment Partners LLC30,400$0.48M0.3%N/A0.272%
5/18/2020Advisor Group Holdings Inc.125,172$1.44M0.0%N/A1.120%
5/15/2020Tower Research Capital LLC TRC5,033$58K0.0%+334.3%0.045%
5/15/2020Morgan Stanley44,658$0.51M0.0%+54.7%0.399%
5/15/2020Two Sigma Advisers LP51,900$0.60M0.0%-38.0%0.464%
5/15/2020Radcliffe Capital Management L.P.65,000$0.75M0.1%N/A0.581%
5/14/2020Virtus ETF Advisers LLC95,491$1.10M0.5%+10.0%0.854%
5/14/2020Wells Fargo & Company MN43,037$0.50M0.0%+28.3%0.385%
5/14/2020Legal & General Group Plc53,688$0.62M0.0%+2.2%0.480%
5/13/2020Weber Alan W33,847$0.39M0.3%+95.7%0.303%
5/12/2020JPMorgan Chase & Co.54,300$0.63M0.0%-18.2%0.486%
5/6/2020Eagle Global Advisors LLC12,200$0.14M0.0%N/A0.109%
5/6/2020Alps Advisors Inc.20,073$0.23M0.0%N/A0.180%
5/5/2020D.A. Davidson & CO.15,510$0.18M0.0%+6.0%0.139%
5/1/2020UBS Group AG28,525$0.33M0.0%-79.1%0.255%
4/24/2020Synovus Financial Corp2,401$28K0.0%N/A0.021%
4/21/2020Raymond James & Associates53,520$0.62M0.0%+3.5%0.479%
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 TRC1,159$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%
(Data available from 1/1/2016 forward)

This page was last updated on 3/6/2021 by MarketBeat.com Staff

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