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 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33KNew |
$190K - $238K
|
8.33K
$210K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.17KNew |
$186K - $234K
|
8.17K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.64KNew |
$174K - $219K
|
7.64K
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.6KNew |
$59.3K - $74.5K
|
2.6K
$65.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$22.8K - $28.6K
|
1K
$25.3K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$11.4K - $14.3K
|
500
$12.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$11.4K - $14.3K
|
500
$12.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
8New |
$183 - $229
|
8
$202
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.08KNew |
$121K - $141K
|
5.08K
$128K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.27KNew |
$30.3K - $35.3K
|
1.27K
$32.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
522+ 2007.69% |
$12.4K - $14.5K
|
548
$13.8K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.78% |
$143 - $167
|
772
$19.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$101K - $134K
|
4.95K
$125K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.07K+ 2.45% |
$21.7K - $28.9K
|
44.5K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.07K+ 2.45% |
$21.7K - $28.9K
|
44.5K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$20.4K - $27.2K
|
1K
$25.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
287New |
$5.84K - $7.79K
|
287
$7.25K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.19K+ 8.41% |
$24.8K - $32.4K
|
15.4K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.8 - $27.1
|
1
$25.3
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.54K+ 108.52% |
$35K - $43.6K
|
2.96K
$74.8K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1KNew |
$25.2K - $29.2K
|
1K
$25.3K
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
650+ 185.71% |
$16.4K - $18.9K
|
1K
$25.3K
|
|
| Q4 2021 | |||||||
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
503New |
$14.3K - $15K
|
503
$12.7K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
500New |
$14.3K - $14.9K
|
500
$12.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 46.51% |
$2.85K - $2.98K
|
315
$7.96K
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
181New |
$4.73K - $5.3K
|
181
$4.57K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2New |
$48.7 - $53.9
|
2
$50.5
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
33.8KNew |
$691K - $857K
|
33.8K
$855K
|
|
| Q1 2020 | |||||||
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
241New |
$2.02K - $6.83K
|
241
$6.09K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.96K+ 222.95% |
$40.5K - $44.6K
|
2.84K
$71.8K
|
|