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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$254K - $283K
|
10.9K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.17K+ 20.92% |
$214K - $238K
|
53K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 22.99% |
$46.7K - $52K
|
10.7K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 300.0% |
$35K - $39K
|
2K
$44.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
500New |
$11.7K - $13K
|
500
$11K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
94New |
$2.19K - $2.44K
|
94
$2.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.85% |
$70.1 - $78
|
81
$1.79K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$305K - $345K
|
13.2K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$261K - $295K
|
11.3K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.71K+ 48.68% |
$155K - $175K
|
20.5K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$29.3K - $33.2K
|
1.27K
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$46.1 - $52.1
|
2
$44.1
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$230K - $254K
|
10.5K
$232K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.2KNew |
$223K - $246K
|
10.2K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.14K+ 10.52% |
$68.8K - $76.1K
|
33K
$728K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$2.19K - $2.42K
|
100
$2.21K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
93New |
$2.04K - $2.25K
|
93
$2.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5K+ 20.0% |
$113K - $122K
|
30K
$662K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$22.6K - $24.4K
|
1K
$22.1K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
770+ 8.45% |
$17.4K - $18.8K
|
9.89K
$218K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57KNew |
$1.28M - $1.5M
|
57K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
36KNew |
$811K - $949K
|
36K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.6KNew |
$668K - $781K
|
29.6K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
526New |
$11.8K - $13.9K
|
526
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305+ 3.16% |
$6.87K - $8.04K
|
9.97K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$4.5K - $5.27K
|
200
$4.41K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
39.6KNew |
$912K - $1.06M
|
39.6K
$872K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.7KNew |
$384K - $445K
|
16.7K
$367K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 129.01% |
$375K - $435K
|
28.9K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14KNew |
$323K - $374K
|
14K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.5KNew |
$312K - $361K
|
13.5K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.2K+ 6.6% |
$73.8K - $85.5K
|
51.7K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$46.1K - $53.5K
|
2K
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
644New |
$14.8K - $17.2K
|
644
$14.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91+ 5.6% |
$2.1K - $2.43K
|
1.72K
$37.8K
|
|
|
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
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.44KNew |
$36.7K - $39.6K
|
1.44K
$31.8K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.39KNew |
$35.3K - $38K
|
1.39K
$30.5K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.37K+ 25.03% |
$191K - $240K
|
41.8K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33KNew |
$190K - $238K
|
8.33K
$184K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.17KNew |
$186K - $234K
|
8.17K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.64KNew |
$174K - $219K
|
7.64K
$168K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.6KNew |
$59.3K - $74.5K
|
2.6K
$57.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$11.4K - $14.3K
|
500
$11K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
8New |
$183 - $229
|
8
$176
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.27KNew |
$30.3K - $35.3K
|
1.27K
$28K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$101K - $134K
|
4.95K
$109K
|
|