A detailed history of Tmd Wealth Management, LLC transactions in Saratoga Investment Corp. stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 68,227 shares of SAR stock, worth $1.54 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
68,227
Previous 58,780 16.07%
Holding current value
$1.54 Million
Previous $1.52 Million 4.08%
% of portfolio
0.46%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$22.52 - $26.35 $212,746 - $248,928
9,447 Added 16.07%
68,227 $1.58 Million
Q4 2023

Feb 13, 2024

BUY
$23.05 - $26.73 $1.35 Million - $1.57 Million
58,780 New
58,780 $1.52 Million

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 $269M
  • 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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