Institutional Ownership Saratoga Investment Corp. (SAR)
This table provides information about the institutional ownership of Saratoga Investment Corp. (SAR). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $60 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
30,868
shares
|
$755,957
0.0% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,289
shares
|
$741,777
0.0% of portfolio
|
Q4 2023
Reduced 20.9%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$734,700
0.01% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
24,287
shares
|
$594,788
0.0% of portfolio
|
Q2 2025
Added 44.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,297
shares
|
$546,053
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
21,911
shares
|
$536,600
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
17,845
shares
|
$437,024
0.0% of portfolio
|
Q4 2024
Added 231.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,324
shares
|
$399,774
0.0% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
15,845
shares
|
$388,044
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,328
shares
|
$350,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,188
shares
|
$347,464
0.0% of portfolio
|
Q2 2025
Added 1353.69%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
11,000
shares
|
$269,390
0.13% of portfolio
|
Q3 2022
Reduced 15.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,923
shares
|
$267,504
0.0% of portfolio
|
Q1 2025
Added 60.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,839
shares
|
$265,447
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,700
shares
|
$262,042
0.01% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,328
shares
|
$252,932
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,092
shares
|
$247,153
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,768
shares
|
$239,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,077
shares
|
$197,805
0.0% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,256
shares
|
$153,209
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,977
shares
|
$146,376
0.0% of portfolio
|
Q2 2025
Added 2380.08%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,932
shares
|
$145,274
0.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,082
shares
|
$124,458
0.01% of portfolio
|
Q2 2025
Reduced 26.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$48,980
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,273
shares
|
$31,175
0.03% of portfolio
|
Q4 2024
New holding
|