Purchases and Sales Made in Q1 2025 in Saratoga Investment Corp. (SAR)
This table provides information about the institutional ownership of Saratoga Investment Corp. (SAR) during Q1 2025. The information is specifically focused on institutions that hold shares of SARATOGA INVESTMENT CORP..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
137K+ 94.35% |
$3.2M - $3.56M
|
282K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
107K+ 83.73% |
$2.51M - $2.79M
|
236K
$5.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
48.4K+ 33.39% |
$1.13M - $1.26M
|
193K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
45.5KNew |
$1.06M - $1.18M
|
45.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
43.2KNew |
$1.01M - $1.12M
|
43.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.1K+ 37.0% |
$821K - $914K
|
130K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2K+ 118.25% |
$494K - $550K
|
39K
$981K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.6K+ 147.68% |
$411K - $457K
|
29.5K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7KNew |
$367K - $408K
|
15.7K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$254K - $283K
|
10.9K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$235K - $261K
|
10K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.17K+ 20.92% |
$214K - $238K
|
53K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.58K+ 14.31% |
$200K - $223K
|
68.5K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.11K+ 6.62% |
$166K - $185K
|
115K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.13K+ 60.89% |
$96.5K - $107K
|
10.9K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.5K+ 2.86% |
$81.7K - $90.9K
|
126K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.96K+ 4.62% |
$69K - $76.9K
|
67K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.93K+ 3.22% |
$68.5K - $76.3K
|
93.9K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 22.99% |
$46.7K - $52K
|
10.7K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 36.4% |
$43.2K - $48.1K
|
6.93K
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 300.0% |
$35K - $39K
|
2K
$50.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.44K+ 9.36% |
$33.7K - $37.5K
|
16.9K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 1.56% |
$31.8K - $35.4K
|
88.7K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 4.53% |
$23.8K - $26.5K
|
23.5K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
500New |
$11.7K - $13K
|
500
$12.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 3.91% |
$8.1K - $9.02K
|
9.23K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
321+ 129.96% |
$7.5K - $8.35K
|
568
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
117+ 52.7% |
$2.73K - $3.04K
|
339
$8.52K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
94New |
$2.19K - $2.44K
|
94
$2.36K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
87+ 0.29% |
$2.03K - $2.26K
|
30K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41+ 0.12% |
$957 - $1.07K
|
32.9K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
22+ 2.31% |
$514 - $572
|
976
$24.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.31% |
$420 - $468
|
5.91K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.85% |
$70.1 - $78
|
81
$2.04K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-169- 0.77% |
$3.95K - $4.39K
|
21.9K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-188Closed |
$4.39K - $4.89K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-393- 3.53% |
$9.18K - $10.2K
|
10.7K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-897- 15.1% |
$20.9K - $23.3K
|
5.05K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1K- 2.94% |
$23.4K - $26K
|
33K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.54K- 1.63% |
$35.9K - $40K
|
92.7K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.88K- 21.91% |
$184K - $205K
|
28.1K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-8.83K- 14.95% |
$206K - $230K
|
50.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.52K- 8.67% |
$222K - $247K
|
100K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-24.7K- 31.02% |
$576K - $642K
|
54.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.7K- 32.99% |
$810K - $902K
|
70.4K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-47K- 79.52% |
$1.1M - $1.22M
|
12.1K
$304K
|