Purchases and Sales Made in Q4 2025 in Saratoga Investment Corp. (SAR)
This table provides information about the institutional ownership of Saratoga Investment Corp. (SAR) during Q4 2025. The information is specifically focused on institutions that hold shares of SARATOGA INVESTMENT CORP..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.79K+ 10.72% |
$103K - $118K
|
49.5K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.8K+ 24.27% |
$82K - $93.9K
|
19.5K
$429K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 3.85% |
$43.2 - $49.4
|
54
$1.19K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38.6K- 21.43% |
$833K - $954K
|
141K
$3.12M
|