A detailed history of Lpl Financial LLC transactions in Saratoga Investment Corp. stock. As of the latest transaction made, Lpl Financial LLC holds 92,767 shares of SAR stock, worth $2.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92,767
Previous 89,104 4.11%
Holding current value
$2.38 Million
Previous $2.02 Million 6.38%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$21.91 - $24.21 $80,256 - $88,681
3,663 Added 4.11%
92,767 $2.15 Million
Q2 2024

Aug 07, 2024

BUY
$22.59 - $24.42 $231,976 - $250,768
10,269 Added 13.03%
89,104 $2.02 Million
Q1 2024

May 10, 2024

BUY
$22.52 - $26.35 $99,088 - $115,940
4,400 Added 5.91%
78,835 $1.83 Million
Q4 2023

Feb 14, 2024

BUY
$23.05 - $26.73 $10,833 - $12,563
470 Added 0.64%
74,435 $1.92 Million
Q3 2023

Nov 13, 2023

BUY
$25.46 - $27.45 $54,637 - $58,907
2,146 Added 2.99%
73,965 $1.9 Million
Q2 2023

Jul 31, 2023

BUY
$22.82 - $28.64 $158,256 - $198,618
6,935 Added 10.69%
71,819 $1.94 Million
Q1 2023

May 10, 2023

SELL
$23.82 - $27.77 $85,275 - $99,416
-3,580 Reduced 5.23%
64,884 $1.64 Million
Q4 2022

Feb 07, 2023

BUY
$20.36 - $27.16 $38,928 - $51,929
1,912 Added 2.87%
68,464 $1.75 Million
Q3 2022

Nov 14, 2022

BUY
$20.77 - $27.12 $52,776 - $68,911
2,541 Added 3.97%
66,552 $1.38 Million
Q2 2022

Aug 12, 2022

SELL
$22.7 - $28.26 $128,822 - $160,375
-5,675 Reduced 8.14%
64,011 $1.53 Million
Q1 2022

May 16, 2022

SELL
$25.2 - $29.15 $255,200 - $295,202
-10,127 Reduced 12.69%
69,686 $1.9 Million
Q4 2021

Feb 14, 2022

BUY
$28.5 - $29.8 $81,937 - $85,675
2,875 Added 3.74%
79,813 $2.35 Million
Q3 2021

Nov 15, 2021

BUY
$26.12 - $29.27 $204,780 - $229,476
7,840 Added 11.35%
76,938 $2.21 Million
Q2 2021

Aug 13, 2021

BUY
$24.34 - $26.95 $14,457 - $16,008
594 Added 0.87%
69,098 $1.86 Million
Q1 2021

May 14, 2021

BUY
$20.43 - $25.32 $169,650 - $210,257
8,304 Added 13.79%
68,504 $1.74 Million
Q4 2020

Feb 12, 2021

BUY
$17.02 - $22.67 $26,568 - $35,387
1,561 Added 2.66%
60,200 $1.26 Million
Q3 2020

Nov 09, 2020

SELL
$15.08 - $18.33 $14,597 - $17,743
-968 Reduced 1.62%
58,639 $985,000
Q2 2020

Aug 13, 2020

BUY
$9.51 - $18.71 $462,233 - $909,399
48,605 Added 441.78%
59,607 $942,000
Q1 2020

May 14, 2020

SELL
$8.4 - $28.35 $31,626 - $106,737
-3,765 Reduced 25.5%
11,002 $127,000
Q4 2019

Feb 14, 2020

BUY
$24.0 - $26.23 $354,408 - $387,338
14,767 New
14,767 $368,000

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 $305M
  • 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
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