Latest Institutional Purchases of Saratoga Investment Corp. (SAR)
This list provides information on the latest institutional transactions involving Saratoga Investment Corp. (SAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.1K+ 43.13% |
$1.2M - $1.42M
|
186K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34.1KNew |
$732K - $864K
|
34.1K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
25.5K+ 20.26% |
$547K - $646K
|
151K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16.1KNew |
$346K - $408K
|
16.1K
$407K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.4K+ 7.99% |
$331K - $391K
|
209K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$307K - $363K
|
14.3K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.2K+ 1353.69% |
$284K - $335K
|
14.2K
$358K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.77KNew |
$210K - $248K
|
9.77K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.02K+ 9.04% |
$172K - $203K
|
96.7K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.43K+ 44.1% |
$160K - $188K
|
24.3K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.04K+ 21.41% |
$151K - $178K
|
39.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.75K+ 47.55% |
$123K - $146K
|
17.8K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.74K+ 2380.08% |
$123K - $145K
|
5.98K
$151K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.09K+ 6.79% |
$66.3K - $78.3K
|
48.6K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 3.64% |
$23.5K - $27.7K
|
31.1K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.02K+ 1.09% |
$21.9K - $25.9K
|
95K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 20.12% |
$21.8K - $25.7K
|
6.06K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
655+ 0.65% |
$14.1K - $16.6K
|
101K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
624+ 3.97% |
$13.4K - $15.8K
|
16.3K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
358New |
$7.68K - $9.08K
|
358
$9.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
261New |
$5.6K - $6.62K
|
261
$6.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
259New |
$5.56K - $6.57K
|
259
$6.54K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108+ 1.01% |
$2.32K - $2.74K
|
10.8K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 29.5% |
$2.15K - $2.54K
|
439
$11.1K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
51New |
$1.09K - $1.29K
|
51
$1.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43+ 0.43% |
$923 - $1.09K
|
10.1K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.34% |
$429 - $507
|
5.93K
$150K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6+ 0.03% |
$129 - $152
|
21.9K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 7.69% |
$21.5 - $25.4
|
14
$354
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2K+ 118.25% |
$494K - $550K
|
39K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.6K+ 147.68% |
$411K - $457K
|
29.5K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$254K - $283K
|
10.9K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.17K+ 20.92% |
$214K - $238K
|
53K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.13K+ 60.89% |
$96.5K - $107K
|
10.9K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 22.99% |
$46.7K - $52K
|
10.7K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 300.0% |
$35K - $39K
|
2K
$50.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
500New |
$11.7K - $13K
|
500
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
94New |
$2.19K - $2.44K
|
94
$2.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.85% |
$70.1 - $78
|
81
$2.05K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$305K - $345K
|
13.2K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$261K - $295K
|
11.3K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.71K+ 48.68% |
$155K - $175K
|
20.5K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$29.3K - $33.2K
|
1.27K
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$46.1 - $52.1
|
2
$50.5
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$230K - $254K
|
10.5K
$265K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.2KNew |
$223K - $246K
|
10.2K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.62K+ 20.34% |
$145K - $160K
|
39.2K
$989K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.14K+ 10.52% |
$68.8K - $76.1K
|
33K
$834K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$2.19K - $2.42K
|
100
$2.53K
|
|