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 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $60.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,000
shares
|
$858,000
0.0% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
32,845
shares
|
$853,970
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,289
shares
|
$787,514
0.0% of portfolio
|
Q4 2023
Reduced 20.9%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$780,000
0.02% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
29,929
shares
|
$778,154
0.01% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,458
shares
|
$583,908
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
22,074
shares
|
$573,924
0.03% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
20,505
shares
|
$533,130
0.04% of portfolio
|
Q4 2024
Added 48.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,889
shares
|
$465,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
15,945
shares
|
$414,570
0.15% of portfolio
|
Q4 2023
Reduced 3.28%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,411
shares
|
$400,686
0.0% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,235
shares
|
$344,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
11,914
shares
|
$309,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,315
shares
|
$294,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,124
shares
|
$289,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
11,000
shares
|
$286,000
0.14% of portfolio
|
Q3 2022
Reduced 15.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,520
shares
|
$273,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,382
shares
|
$269,932
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,882
shares
|
$230,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,700
shares
|
$226,200
0.01% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,789
shares
|
$176,514
0.0% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,942
shares
|
$154,492
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,894
shares
|
$153,244
0.07% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
5,082
shares
|
$132,132
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,269
shares
|
$58,994
0.0% of portfolio
|
Q3 2024
Reduced 42.76%
|