Saratoga Investment Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 282.00 K | $7.14 M | 94.35% | 2.03% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 235.87 K | $5.97 M | 83.73% | 1.70% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 193.17 K | $4.89 M | 33.39% | 1.39% |
| LIDO ADVISORS, LLC | 05/15/2025 | 130.13 K | $3.30 M | 37.00% | 0.94% |
| PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 125.79 K | $3.19 M | 2.86% | 0.90% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 114.51 K | $2.90 M | 6.62% | 0.82% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 100.27 K | $2.54 M | -8.67% | 0.72% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 93.93 K | $2.38 M | 3.22% | 0.68% |
| MORGAN STANLEY | 05/15/2025 | 92.65 K | $2.35 M | -1.63% | 0.67% |
| LPL FINANCIAL LLC | 05/07/2025 | 88.67 K | $2.25 M | 1.56% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 70.45 K | $1.78 M | -32.99% | 0.51% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 68.54 K | $1.74 M | 14.31% | 0.49% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 66.97 K | $1.70 M | 4.62% | 0.48% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 04/23/2025 | 54.89 K | $1.39 M | -31.02% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 53.03 K | $1.34 M | 20.92% | 0.38% |
| BLACKROCK, INC. | 05/02/2025 | 51.92 K | $1.32 M | -2.04% | 0.37% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 50.23 K | $1.27 M | -14.95% | 0.36% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/19/2025 | 46.68 K | $1.18 M | 0.00% | 0.34% |
| ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 45.51 K | $1.15 M | 100.00% | 0.33% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 43.19 K | $1.09 M | 100.00% | 0.31% |
| NEXT LEVEL PRIVATE LLC | 04/11/2025 | 39.15 K | $991.77 K | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 05/15/2025 | 39.04 K | $988.96 K | 118.25% | 0.28% |
| JB CAPITAL PARTNERS LP | 05/14/2025 | 33.85 K | $839.41 K | 0.00% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 33.03 K | $836.70 K | -2.94% | 0.24% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/15/2025 | 32.89 K | $833.00 K | 0.12% | 0.24% |
| CITADEL ADVISORS LLC | 05/15/2025 | 30.70 K | $777.63 K | 10.83% | 0.22% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 30.02 K | $760.31 K | 0.29% | 0.22% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2025 | 30.00 K | $759.90 K | 0.00% | 0.22% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 29.51 K | $747.46 K | 147.68% | 0.21% |
| MARSHALL WACE, LLP | 05/15/2025 | 28.08 K | $711.34 K | -21.91% | 0.20% |
| ROYAL BANK OF CANADA | 05/15/2025 | 23.48 K | $595.00 K | 4.53% | 0.17% |
| PFG ADVISORS | 05/06/2025 | 21.91 K | $554.86 K | -0.77% | 0.16% |
| CITADEL ADVISORS LLC | 05/15/2025 | 18.10 K | $458.47 K | -10.84% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 16.85 K | $427.00 K | 9.36% | 0.12% |
| BARD ASSOCIATES INC | 05/12/2025 | 15.95 K | $403.89 K | 0.00% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 15.70 K | $398.00 K | 100.00% | 0.11% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 05/19/2025 | 12.09 K | $306.36 K | -79.52% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 11.70 K | $296.36 K | 2.63% | 0.08% |
| DAVIDSON TRUST CO | 04/29/2025 | 11.00 K | $278.63 K | 0.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/12/2025 | 10.92 K | $276.69 K | 60.89% | 0.08% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 10.87 K | $275.31 K | 100.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 10.73 K | $271.80 K | -3.53% | 0.08% |
| WEDBUSH SECURITIES INC | 05/06/2025 | 10.70 K | $271.00 K | 22.99% | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 05/06/2025 | 10.38 K | $262.97 K | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 10.05 K | $254.54 K | 100.00% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 9.23 K | $234.00 K | 3.91% | 0.07% |
| SUNBELT SECURITIES, INC. | 04/24/2025 | 6.93 K | $175.59 K | 36.40% | 0.05% |
| REGISTER FINANCIAL ADVISORS LLC | 04/22/2025 | 5.91 K | $149.76 K | 0.31% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 5.05 K | $127.78 K | -6.16% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 2.27 K | $57.48 K | 0.00% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Saratoga Investment Corp. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Saratoga Investment Corp.. The most heavily invested institutionals were:
Arlington Trust Co LLC: 0
TWO SIGMA ADVISERS, LP: 282,000
TWO SIGMA INVESTMENTS, LP: 235,867
Hennion & Walsh Asset Management, Inc.: 193,168
Lido Advisors, LLC: 130,128
Private Advisor Group, LLC: 125,792
18.15% of Saratoga Investment Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 2.90 M shares in the last 24 months. This purchase volume represents approximately $73.50 M in transactions.