Recent Quarter Total Invested
$45.67 M
Recent Quarter Institutional Ownership Percentage
15.88%
Total Invested of Last Quarter
$48.70 M
Ownership Percentage of Last Quarter
16.07%
Saratoga Investment Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 160,600 | $3.65 M | 5.17% | 1.27% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 130,322 | $2.96 M | -15.34% | 1.03% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 129,550 | $2.94 M | 2.71% | 1.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 120,806 | $2.74 M | -3.64% | 0.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 115,029 | $2.61 M | -8.83% | 0.91% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 111,599 | $2.53 M | 4.98% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 111,469 | $2.53 M | 10.54% | 0.88% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 99,292 | $2.25 M | -0.10% | 0.78% |
| MORGAN STANLEY | 10/17/2024 | 97,750 | $2.22 M | 74.63% | 0.77% |
| LPL FINANCIAL LLC | 08/07/2024 | 89,104 | $2.02 M | 13.03% | 0.70% |
| LIDO ADVISORS, LLC | 08/15/2024 | 70,617 | $1.60 M | 0.00% | 0.56% |
| TMD WEALTH MANAGEMENT, LLC | 08/08/2024 | 67,730 | $1.54 M | -0.73% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 62,079 | $1.41 M | 5.25% | 0.49% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 48,697 | $1.11 M | 100.00% | 0.38% |
| PALOGIC VALUE MANAGEMENT, L.P. | 08/13/2024 | 47,680 | $1.08 M | 0.00% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 46,107 | $1.05 M | 24.51% | 0.36% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 41,853 | $950,063 | 50.01% | 0.33% |
| JB CAPITAL PARTNERS LP | 08/14/2024 | 33,847 | $768,327 | 0.00% | 0.27% |
| NEXT LEVEL PRIVATE LLC | 08/02/2024 | 32,535 | $738,539 | 3.36% | 0.26% |
| WEALTHCARE ADVISORY PARTNERS LLC | 08/12/2024 | 30,654 | $695,852 | 0.17% | 0.24% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 30,000 | $681,000 | 20.00% | 0.24% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 29,858 | $677,777 | 0.00% | 0.24% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 27,736 | $629,617 | 2.45% | 0.22% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/13/2024 | 27,513 | $624,545 | 3.32% | 0.22% |
| ROYAL BANK OF CANADA | 08/14/2024 | 24,077 | $546,000 | -8.54% | 0.19% |
| CITADEL ADVISORS LLC | 08/14/2024 | 23,600 | $535,720 | 15.69% | 0.19% |
| PFG ADVISORS | 08/08/2024 | 22,449 | $509,592 | -3.22% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 22,224 | $505,000 | 8.16% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 20,761 | $471,000 | -9.11% | 0.16% |
| MCDONALD PARTNERS LLC | 07/17/2024 | 20,275 | $460,255 | 0.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 17,700 | $401,790 | -21.33% | 0.14% |
| BARD ASSOCIATES INC | 08/12/2024 | 15,945 | $361,952 | 0.00% | 0.13% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 11,803 | $267,928 | 100.00% | 0.09% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2024 | 11,504 | $261,141 | -63.24% | 0.09% |
| AVANTAX ADVISORY SERVICES, INC. | 08/09/2024 | 11,491 | $260,840 | 0.86% | 0.09% |
| DAVIDSON TRUST CO | 07/31/2024 | 11,000 | $249,700 | 0.00% | 0.09% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 9,955 | $225,979 | -10.76% | 0.08% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 9,900 | $225,000 | 12.18% | 0.08% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 9,885 | $224,699 | 8.45% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 6,899 | $156,607 | -89.51% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 6,603 | $149,887 | -9.04% | 0.05% |
| CITADEL ADVISORS LLC | 08/14/2024 | 5,900 | $133,930 | 73.53% | 0.05% |
| REGISTER FINANCIAL ADVISORS LLC | 07/12/2024 | 5,850 | $132,788 | 0.31% | 0.05% |
| AQUATIC CAPITAL MANAGEMENT LLC | 08/14/2024 | 5,100 | $115,770 | 88.89% | 0.04% |
| SUNBELT SECURITIES, INC. | 08/16/2024 | 5,082 | $115,361 | 0.00% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 4,739 | $107,579 | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 3,964 | $89,990 | -20.15% | 0.03% |
| QUANTBOT TECHNOLOGIES LP | 08/09/2024 | 2,790 | $63,333 | 0.07% | 0.02% |
| IFP ADVISORS, INC | 07/30/2024 | 1,500 | $34,050 | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 07/26/2024 | 1,000 | $22,700 | 0.00% | 0.01% |
Saratoga Investment Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SAR shares?
During the previous two years, 68 institutional investors and hedge funds held shares of Saratoga Investment Corp.. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 0
TWO SIGMA ADVISERS, LP: 160,600
TWO SIGMA INVESTMENTS, LP: 130,322
Advisors Asset Management, Inc.: 115,029
MILLENNIUM MANAGEMENT LLC: 111,599
Legal & General Group Plc: 111,469
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What percentage of Saratoga Investment Corp. stock is owned by institutional investors?
15.88% of Saratoga Investment Corp. stock is owned by institutional investors.
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How much institutional buying is happening at SAR ?
Institutional investors have bought a total of 1.94 M shares in the last 24 months. This purchase volume represents approximately $45.23 M in transactions.