Bartlett & Co. Wealth Management LLC Saratoga Investment Corp. Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Saratoga Investment Corp. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,000 shares of SAR stock, worth $44,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$44,100
Previous $49.6 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SAR
# of Institutions
83Shares Held
2.34MCall Options Held
41.1KPut Options Held
53.3K-
Lido Advisors, LLC Los Angeles, CA198KShares$4.36 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.180KShares$3.97 Million0.17% of portfolio
-
Private Advisor Group, LLC158KShares$3.49 Million0.02% of portfolio
-
Advisors Asset Management, Inc. Monument, CO116KShares$2.55 Million0.05% of portfolio
-
Two Sigma Investments, LP New York, NY115KShares$2.54 Million0.0% of portfolio
About SARATOGA INVESTMENT CORP.
- Ticker SAR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 11,900,200
- Market Cap $262M
- Description
- Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through fir...