A detailed history of Atria Wealth Solutions, Inc. transactions in Saratoga Investment Corp. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,955 shares of SAR stock, worth $251,463. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,955
Previous 9,955 -0.0%
Holding current value
$251,463
Previous $225,000 2.22%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$22.59 - $24.42 $27,108 - $29,304
-1,200 Reduced 10.76%
9,955 $225,000
Q1 2024

May 13, 2024

SELL
$22.52 - $26.35 $11,260 - $13,175
-500 Reduced 4.29%
11,155 $258,000
Q3 2023

Nov 08, 2023

BUY
$25.46 - $27.45 $19,095 - $20,587
750 Added 6.88%
11,655 $299,000
Q2 2023

Aug 03, 2023

BUY
$22.82 - $28.64 $248,852 - $312,319
10,905 New
10,905 $294,000
Q1 2023

Aug 22, 2023

SELL
$23.82 - $27.77 $57,168 - $66,648
-2,400 Reduced 22.01%
8,505 $215,000
Q1 2023

May 10, 2023

BUY
$23.82 - $27.77 $202,589 - $236,183
8,505 New
8,505 $215,000
Q3 2022

Nov 14, 2022

BUY
$20.77 - $27.12 $294,393 - $384,398
14,174 New
14,174 $343,000

Others Institutions Holding SAR

About SARATOGA INVESTMENT CORP.


  • Ticker SAR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 11,900,200
  • Market Cap $301M
  • Description
  • Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through fir...
More about SAR
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.