Institutional Ownership Saratoga Investment Corp. (SAR)
This table provides information about the institutional ownership of Saratoga Investment Corp. (SAR). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $51.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,829
shares
|
$62,379
0.0% of portfolio
|
Q3 2025
Added 282800.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$44,100
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,841
shares
|
$40,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,464
shares
|
$32,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,273
shares
|
$28,069
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,272
shares
|
$28,047
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,000
shares
|
$22,050
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
960
shares
|
$21,168
0.0% of portfolio
|
Q3 2025
Reduced 93.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
880
shares
|
$19,404
0.0% of portfolio
|
Q4 2017
Added 222.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
734
shares
|
$16,184
0.0% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
700
shares
|
$15,435
0.0% of portfolio
|
Q1 2024
Reduced 65.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
651
shares
|
$14,354
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
630
shares
|
$13,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
503
shares
|
$11,091
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
500
shares
|
$11,025
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$11,025
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$8,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
261
shares
|
$5,755
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
160
shares
|
$3,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
125
shares
|
$2,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
100
shares
|
$2,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
94
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
75
shares
|
$1,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
52
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
20
shares
|
$441
0.0% of portfolio
|
Q3 2025
New holding
|
|