Purchases and Sales Made in Q2 2023 in Saratoga Investment Corp. (SAR)
This table provides information about the institutional ownership of Saratoga Investment Corp. (SAR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.82K- 8.74% |
$41.6K - $52.2K
|
19K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.73K- 9.21% |
$62.3K - $78.2K
|
26.9K
$667K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.77K- 8.29% |
$132K - $165K
|
63.8K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.01K- 24.33% |
$137K - $172K
|
18.7K
$463K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.18K- 45.16% |
$141K - $177K
|
7.5K
$186K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.06K- 22.85% |
$161K - $202K
|
23.8K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.3K- 7.42% |
$235K - $295K
|
129K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.7K- 53.23% |
$244K - $307K
|
9.41K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.6K- 17.01% |
$378K - $474K
|
80.8K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
SELL
|
- |
-345K- 78.15% |
$7.88M - $9.89M
|
96.5K
$2.39M
|