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 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $64.5 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
|
$807,840
0.0% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
32,886
shares
|
$805,049
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,289
shares
|
$741,474
0.0% of portfolio
|
Q4 2023
Reduced 20.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
30,016
shares
|
$734,791
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
30,000
shares
|
$734,400
0.02% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
29,509
shares
|
$722,380
0.0% of portfolio
|
Q1 2025
Added 147.68%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
28,083
shares
|
$687,471
0.0% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,476
shares
|
$574,692
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,905
shares
|
$536,234
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,854
shares
|
$412,585
0.0% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
15,945
shares
|
$390,333
0.17% of portfolio
|
Q4 2023
Reduced 3.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,700
shares
|
$384,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
12,094
shares
|
$296,061
0.0% of portfolio
|
Q1 2025
Reduced 79.52%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
11,000
shares
|
$269,280
0.13% of portfolio
|
Q3 2022
Reduced 15.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,923
shares
|
$267,395
0.0% of portfolio
|
Q1 2025
Added 60.89%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
10,869
shares
|
$266,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,731
shares
|
$262,694
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,700
shares
|
$261,936
0.01% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,382
shares
|
$254,151
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,049
shares
|
$245,999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,229
shares
|
$225,925
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,932
shares
|
$169,695
0.02% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
5,912
shares
|
$144,725
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,045
shares
|
$123,501
0.0% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,269
shares
|
$55,545
0.0% of portfolio
|
Q3 2024
Reduced 42.76%
|