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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,272
shares
|
$31,151
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,000
shares
|
$24,490
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$24,490
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
880
shares
|
$21,551
0.0% of portfolio
|
Q4 2017
Added 222.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
734
shares
|
$17,975
0.0% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
700
shares
|
$17,143
0.0% of portfolio
|
Q1 2024
Reduced 65.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
645
shares
|
$15,796
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
503
shares
|
$12,318
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$12,245
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
439
shares
|
$10,751
0.0% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
358
shares
|
$8,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
261
shares
|
$6,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
259
shares
|
$6,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$4,898
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
181
shares
|
$4,432
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
94
shares
|
$2,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
51
shares
|
$1,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
14
shares
|
$342
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|