Latest Institutional Purchases of Saratoga Investment Corp. (SAR)
This list provides information on the latest institutional transactions involving Saratoga Investment Corp. (SAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107K+ 2268.39% |
$2.36M - $2.6M
|
112K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.5KNew |
$1.37M - $1.51M
|
62.5K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.4K+ 14.39% |
$381K - $421K
|
138K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.7K+ 132.76% |
$343K - $379K
|
27.5K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12K+ 10.77% |
$263K - $291K
|
124K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$230K - $254K
|
10.5K
$251K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.2KNew |
$223K - $246K
|
10.2K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.67K+ 15.75% |
$168K - $186K
|
56.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.2K+ 7.25% |
$158K - $174K
|
106K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.62K+ 20.34% |
$145K - $160K
|
39.2K
$937K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$110K - $121K
|
5K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.66K+ 4.11% |
$80.3K - $88.7K
|
92.8K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.14K+ 10.52% |
$68.8K - $76.1K
|
33K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.66K+ 4.28% |
$58.3K - $64.4K
|
64.7K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.28K+ 4.18% |
$28K - $31K
|
31.9K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.28K+ 1.81% |
$27.9K - $30.9K
|
71.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
253+ 0.55% |
$5.54K - $6.13K
|
46.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
219+ 3.32% |
$4.8K - $5.3K
|
6.82K
$163K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$2.19K - $2.42K
|
100
$2.39K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
93New |
$2.04K - $2.25K
|
93
$2.23K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71+ 0.05% |
$1.56K - $1.72K
|
130K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.31% |
$394 - $436
|
5.87K
$140K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5K+ 20.0% |
$113K - $122K
|
30K
$718K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.4K+ 88.89% |
$54.2K - $58.6K
|
5.1K
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$22.6K - $24.4K
|
1K
$23.9K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
770+ 8.45% |
$17.4K - $18.8K
|
9.89K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2+ 0.07% |
$45.2 - $48.8
|
2.79K
$66.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57KNew |
$1.28M - $1.5M
|
57K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
36KNew |
$811K - $949K
|
36K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.6KNew |
$668K - $781K
|
29.6K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
526New |
$11.8K - $13.9K
|
526
$12.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305+ 3.16% |
$6.87K - $8.04K
|
9.97K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$4.5K - $5.27K
|
200
$4.79K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
39.6KNew |
$912K - $1.06M
|
39.6K
$947K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.7KNew |
$384K - $445K
|
16.7K
$399K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 129.01% |
$375K - $435K
|
28.9K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14KNew |
$323K - $374K
|
14K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.5KNew |
$312K - $361K
|
13.5K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.81K+ 42.29% |
$157K - $182K
|
22.9K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.42K+ 431.61% |
$148K - $172K
|
7.91K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.2K+ 6.6% |
$73.8K - $85.5K
|
51.7K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$46.1K - $53.5K
|
2K
$47.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
644New |
$14.8K - $17.2K
|
644
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91+ 5.6% |
$2.1K - $2.43K
|
1.72K
$41K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Scoggin Management LP
New York, NY |
BUY
|
- |
114KNew |
$2.89M - $3.12M
|
114K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.44KNew |
$36.7K - $39.6K
|
1.44K
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.39KNew |
$35.3K - $38K
|
1.39K
$33.1K
|
|