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 77 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $67.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,269
shares
|
$56,702
0.0% of portfolio
|
Q3 2024
Reduced 42.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$49,980
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,273
shares
|
$31,812
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,272
shares
|
$31,787
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$24,990
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,000
shares
|
$24,990
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
976
shares
|
$24,390
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
880
shares
|
$21,991
0.0% of portfolio
|
Q4 2017
Added 222.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
700
shares
|
$17,493
0.0% of portfolio
|
Q1 2024
Reduced 65.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
568
shares
|
$14,194
0.0% of portfolio
|
Q1 2025
Added 129.96%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
503
shares
|
$12,569
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$12,495
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
500
shares
|
$12,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
439
shares
|
$10,970
0.0% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
241
shares
|
$6,022
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$4,998
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
181
shares
|
$4,523
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
94
shares
|
$2,349
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
81
shares
|
$2,024
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
51
shares
|
$1,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13
shares
|
$324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|