Saratoga Investment Corp 8.50% Ownership 2024 | Who Owns Saratoga Investment Corp 8.50% Now?
Institutional Ownership
12.09%
Insider Ownership
15.63%
Retail Ownership
72.28%
Institutional Holders
47.00
Saratoga Investment Corp 8.50% Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 1.03% | 0.01% | 130,322 | -23,620 | -15.34% | 2,958,309 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 1.02% | 0.02% | 129,550 | 3,417 | 2.71% | 2,940,783 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.95% | 0.14% | 120,806 | -4,567 | -3.64% | 2,742,296 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.91% | 0.05% | 115,029 | -11,136 | -8.83% | 2,611,158 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.88% | 0.00% | 111,599 | 5,298 | 4.98% | 2,533,297 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.88% | 0.00% | 111,469 | 10,625 | 10.54% | 2,532,019 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.78% | 0.00% | 99,292 | -104 | -0.10% | 2,253,926 | Jun 30, 2024 |
| MORGAN STANLEY | 0.77% | 0.00% | 97,750 | 41,774 | 74.63% | 2,218,930 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.70% | 0.00% | 89,104 | 10,269 | 13.03% | 2,022,670 | Jun 30, 2024 |
| LIDO ADVISORS, LLC | 0.56% | 0.01% | 70,617 | - | - | 1,603,006 | Jun 30, 2024 |
| TMD WEALTH MANAGEMENT, LLC | 0.53% | 0.34% | 67,730 | -497 | -0.73% | 1,537,471 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.49% | 0.00% | 62,079 | 3,097 | 5.25% | 1,408,987 | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.38% | 0.02% | 48,697 | 48,697 | 100.00% | 1,105,000 | Jun 30, 2024 |
| PALOGIC VALUE MANAGEMENT, L.P. | 0.38% | 0.46% | 47,680 | - | - | 1,082,336 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.36% | 0.00% | 46,107 | 9,075 | 24.51% | 1,046,629 | Jun 30, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.33% | 0.47% | 41,853 | 13,952 | 50.01% | 950,063 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.27% | 0.17% | 33,847 | - | - | 768,327 | Jun 30, 2024 |
| NEXT LEVEL PRIVATE LLC | 0.26% | 0.34% | 32,535 | 1,059 | 3.36% | 738,539 | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | 0.24% | 0.02% | 30,654 | 52 | 0.17% | 695,852 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.24% | 0.02% | 30,000 | 5,000 | 20.00% | 681,000 | Jun 30, 2024 |
Saratoga Investment Corp 8.50%'s largest institutional shareholder is TWO SIGMA INVESTMENTS, LP, holding 1.03% of the company's total share outstanding, currently valued at $2.96M. The top 10 institutional shareholders own together 8.49% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIRTUS ETF ADVISERS LLC | 0.33% | 0.47% | 41,853 | 13,952 | 50.01% | 950,063 | Jun 30, 2024 |
| PALOGIC VALUE MANAGEMENT, L.P. | 0.38% | 0.46% | 47,680 | - | - | 1,082,336 | Jun 30, 2024 |
| NEXT LEVEL PRIVATE LLC | 0.26% | 0.34% | 32,535 | 1,059 | 3.36% | 738,539 | Jun 30, 2024 |
| TMD WEALTH MANAGEMENT, LLC | 0.53% | 0.34% | 67,730 | -497 | -0.73% | 1,537,471 | Jun 30, 2024 |
| DAVIDSON TRUST CO | 0.09% | 0.17% | 11,000 | - | - | 249,700 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.27% | 0.17% | 33,847 | - | - | 768,327 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.95% | 0.14% | 120,806 | -4,567 | -3.64% | 2,742,296 | Jun 30, 2024 |
| BARD ASSOCIATES INC | 0.13% | 0.14% | 15,945 | - | - | 361,952 | Jun 30, 2024 |
| MCDONALD PARTNERS LLC | 0.16% | 0.12% | 20,275 | - | - | 460,255 | Jun 30, 2024 |
| REGISTER FINANCIAL ADVISORS LLC | 0.05% | 0.07% | 5,850 | 18 | 0.31% | 132,788 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.22% | 0.05% | 27,513 | 883 | 3.32% | 624,545 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.91% | 0.05% | 115,029 | -11,136 | -8.83% | 2,611,158 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.09% | 0.05% | 11,504 | -19,795 | -63.24% | 261,141 | Jun 30, 2024 |
| PFG ADVISORS | 0.18% | 0.03% | 22,449 | -746 | -3.22% | 509,592 | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | 0.24% | 0.02% | 30,654 | 52 | 0.17% | 695,852 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 1.02% | 0.02% | 129,550 | 3,417 | 2.71% | 2,940,783 | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.38% | 0.02% | 48,697 | 48,697 | 100.00% | 1,105,000 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.24% | 0.02% | 30,000 | 5,000 | 20.00% | 681,000 | Jun 30, 2024 |
| SUNBELT SECURITIES, INC. | 0.04% | 0.01% | 5,082 | - | - | 115,361 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.04% | 0.01% | 4,739 | 4,739 | 100.00% | 107,579 | Jun 30, 2024 |
The largest Saratoga Investment Corp 8.50% shareholder by % of total assets is VIRTUS ETF ADVISERS LLC. The company owns 41.85K shares of Saratoga Investment Corp 8.50% (SAR), representing 0.47% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.38% | 0.02% | 48,697 | 48,697 | 100.00% | 1,105,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.77% | 0.00% | 97,750 | 41,774 | 74.63% | 2,218,930 | Jun 30, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.33% | 0.47% | 41,853 | 13,952 | 50.01% | 950,063 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.09% | 0.00% | 11,803 | 11,803 | 100.00% | 267,928 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.88% | 0.00% | 111,469 | 10,625 | 10.54% | 2,532,019 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.70% | 0.00% | 89,104 | 10,269 | 13.03% | 2,022,670 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.36% | 0.00% | 46,107 | 9,075 | 24.51% | 1,046,629 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.88% | 0.00% | 111,599 | 5,298 | 4.98% | 2,533,297 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.24% | 0.02% | 30,000 | 5,000 | 20.00% | 681,000 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.04% | 0.01% | 4,739 | 4,739 | 100.00% | 107,579 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 1.02% | 0.02% | 129,550 | 3,417 | 2.71% | 2,940,783 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.49% | 0.00% | 62,079 | 3,097 | 5.25% | 1,408,987 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.04% | 0.00% | 5,100 | 2,400 | 88.89% | 115,770 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.18% | 0.00% | 22,224 | 1,677 | 8.16% | 505,000 | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.08% | 0.01% | 9,900 | 1,075 | 12.18% | 225,000 | Jun 30, 2024 |
| NEXT LEVEL PRIVATE LLC | 0.26% | 0.34% | 32,535 | 1,059 | 3.36% | 738,539 | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | 0.01% | 0.01% | 1,000 | 1,000 | 100.00% | 22,700 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.22% | 0.05% | 27,513 | 883 | 3.32% | 624,545 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 0.22% | 0.01% | 27,736 | 664 | 2.45% | 629,617,000 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.09% | 0.00% | 11,491 | 98 | 0.86% | 260,840 | Jun 30, 2024 |
As of Jun 30 2024, Saratoga Investment Corp 8.50%'s largest institutional buyer is BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S. The company purchased 48.70K stocks of SAR, valued at $1.10M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -56,977 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -36,023 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -29,641 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.03% | 0.01% | 130,322 | -23,620 | -15.34% | 2,958,309 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.09% | 0.05% | 11,504 | -19,795 | -63.24% | 261,141 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.91% | 0.05% | 115,029 | -11,136 | -8.83% | 2,611,158 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -9,969 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -9,124 | -100.00% | - | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.95% | 0.14% | 120,806 | -4,567 | -3.64% | 2,742,296 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.19% | 0.00% | 24,077 | -2,249 | -8.54% | 546,000 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.16% | 0.00% | 20,761 | -2,082 | -9.11% | 471,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 923 | -1,863 | -66.87% | 20,952 | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | 0.08% | 0.00% | 9,955 | -1,200 | -10.76% | 225,979 | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 0.00% | 3,964 | -1,000 | -20.14% | 89,990 | Jun 30, 2024 |
| PFG ADVISORS | 0.18% | 0.03% | 22,449 | -746 | -3.22% | 509,592 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.05% | 0.00% | 6,603 | -656 | -9.04% | 149,887 | Jun 30, 2024 |
| TMD WEALTH MANAGEMENT, LLC | 0.53% | 0.34% | 67,730 | -497 | -0.73% | 1,537,471 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -398 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Saratoga Investment Corp 8.50%'s biggest institutional seller is ROCKEFELLER CAPITAL MANAGEMENT L.P.. The company sold -56.98K shares of SAR, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.38% | 0.02% | 48,697 | 48,697 | 100.00% | 1,105,000 | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | 0.01% | 0.01% | 1,000 | 1,000 | 100.00% | 22,700 | Jun 30, 2024 |
| FMR LLC | - | - | 1 | 1 | 100.00% | 23 | Jun 30, 2024 |
Saratoga Investment Corp 8.50%'s largest new institutional shareholder by number of shares is BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S, purchased 48.70K shares, valued at $1.10M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -56,977 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -36,023 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -29,641 | -100.00% | - | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -9,969 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -9,124 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -398 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
Saratoga Investment Corp 8.50%'s largest sold out institutional shareholder by shares sold is ROCKEFELLER CAPITAL MANAGEMENT L.P., sold -56.98K shares, valued at -, as of undefined.
Saratoga Investment Corp 8.50% Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.40% | 3,570,000 | - | - | Mar 28, 2024 |
| FIRST INVESTORS TAX EXEMPT FUNDS | 0.33% | 3,570,000 | 3,570,000 | - | Sep 30, 2019 |
| TRIDAN CORP | 0.32% | 100,000 | - | - | Jan 31, 2024 |
| SPROTT FUNDS TRUST | 0.20% | 5,423,328 | - | - | Dec 31, 2023 |
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.11% | 1,000,000 | - | - | Mar 28, 2024 |
| VANGUARD NEW YORK TAX-FREE FUNDS | 0.10% | 4,520,000 | - | - | Feb 29, 2024 |
| FIRST INVESTORS TAX EXEMPT FUNDS | 0.09% | 1,000,000 | 1,000,000 | - | Sep 30, 2019 |
| VANGUARD NEW YORK TAX-FREE FUNDS | 0.07% | 3,550,000 | - | - | Feb 29, 2024 |
| HIGH INCOME SECURITIES FUND | 0.06% | 10,923 | - | - | Aug 31, 2022 |
| VOYAGEUR MUTUAL FUNDS | 0.05% | 3,570,000 | - | - | Feb 29, 2024 |
| Advisers Investment Trust | 0.03% | 1,000,000 | - | - | Mar 28, 2024 |
| PUTNAM TAX FREE INCOME TRUST | 0.02% | 425,000 | - | - | Jan 31, 2024 |
| T. Rowe Price State Tax-Free Funds, Inc. | 0.02% | 1,000,000 | - | - | Feb 29, 2024 |
| DIREXION FUNDS | 0.01% | 20,065 | - | - | Feb 29, 2024 |
| VOYAGEUR MUTUAL FUNDS | 0.01% | 1,000,000 | - | - | Feb 29, 2024 |
| ETFis Series Trust I | 0.01% | 18,387 | 2,228 | 13.79% | Jan 31, 2024 |
| T. Rowe Price State Tax-Free Funds, Inc. | 0.01% | 680,000 | - | - | Feb 29, 2024 |
| AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) | 0.01% | 3,515,000 | - | - | Feb 29, 2024 |
| Putnam ETF Trust | 0.00% | 30,424 | -3,436 | -10.15% | Jan 31, 2024 |
| SCM Trust | 0.00% | 10,000 | - | - | Dec 31, 2023 |
| SCM Trust | 0.00% | 6,100 | - | - | Dec 31, 2023 |
| PUTNAM INVESTMENT FUNDS | 0.00% | 7,356 | - | - | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 17,395 | - | - | Feb 29, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 600,000 | - | - | Mar 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 575,000 | - | - | Jan 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 550,000 | - | - | Jan 31, 2024 |
| Simplify Exchange Traded Funds | 0.00% | 51,700 | - | - | Mar 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 425,000 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 19,864 | - | - | Jan 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.00% | 630,000 | - | - | Jan 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.00% | 600,000 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 16,686 | 1,233 | 7.98% | Jan 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.00% | 560,000 | - | - | Jan 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.00% | 440,000 | - | - | Jan 31, 2024 |
| Amplify ETF Trust | 0.00% | 9,828 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 21,358 | - | - | Feb 29, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 7,460 | - | - | Mar 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 7,831 | - | - | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 30,523 | - | - | Dec 31, 2023 |
| John Hancock Funds II | 0.00% | 1,059,944 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,800 | - | - | Mar 28, 2024 |
| LAZARD FUNDS INC | 0.00% | 1,862 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 4,223 | - | - | Mar 28, 2024 |
| John Hancock Funds II | 0.00% | 396,034 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 53,562 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 2,100 | -700 | -25.00% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 158 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 64 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 11,472 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,007 | - | - | Jan 31, 2024 |
Saratoga Investment Corp 8.50%'s largest mutual fund holder by % of total assets is "DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS", owning 3.57M shares, compromising 0.40% of its total assets.
Saratoga Investment Corp 8.50% Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 47 | -27.69% |
| 31 Mar, 24 | 65 | -12.16% |
| 31 Dec, 23 | 74 | 10.45% |
| 30 Sep, 23 | 67 | -1.47% |
| 30 Jun, 23 | 68 | 15.25% |
| 31 Mar, 23 | 59 | 13.46% |
| 31 Dec, 22 | 52 | 8.33% |
| 30 Sep, 22 | 48 | -11.11% |
| 30 Jun, 22 | 54 | -6.90% |
| 31 Mar, 22 | 58 | -4.92% |
| 31 Dec, 21 | 61 | 22.00% |
| 30 Sep, 21 | 50 | 13.64% |
| 30 Jun, 21 | 44 | -6.38% |
| 31 Mar, 21 | 47 | 6.82% |
| 31 Dec, 20 | 44 | 7.32% |
| 30 Sep, 20 | 41 | -6.82% |
| 30 Jun, 20 | 44 | 4.76% |
| 31 Mar, 20 | 42 | -10.64% |
| 31 Dec, 19 | 47 | 17.50% |
| 30 Sep, 19 | 40 | 33.33% |
| 30 Jun, 19 | 30 | 11.11% |
| 31 Mar, 19 | 27 | 8.00% |
| 31 Dec, 18 | 25 | -13.79% |
| 30 Sep, 18 | 29 | 16.00% |
| 30 Jun, 18 | 25 | 13.64% |
| 31 Mar, 18 | 22 | -12.00% |
| 31 Dec, 17 | 25 | 31.58% |
| 30 Sep, 17 | 19 | -5.00% |
| 30 Jun, 17 | 20 | - |
| 31 Mar, 17 | 20 | - |
| 31 Dec, 16 | 20 | -13.04% |
| 30 Sep, 16 | 23 | 4.55% |
| 30 Jun, 16 | 22 | - |
| 31 Mar, 16 | 22 | - |
| 31 Dec, 15 | 22 | 22.22% |
| 30 Sep, 15 | 18 | 20.00% |
| 30 Jun, 15 | 15 | -6.25% |
| 31 Mar, 15 | 16 | -5.88% |
| 31 Dec, 14 | 17 | 6.25% |
| 30 Sep, 14 | 16 | 6.67% |
| 30 Jun, 14 | 15 | 15.38% |
| 31 Mar, 14 | 13 | -13.33% |
| 31 Dec, 13 | 15 | 25.00% |
| 30 Sep, 13 | 12 | 20.00% |
| 30 Jun, 13 | 10 | 150.00% |
| 31 Mar, 13 | 4 | - |
| 31 Dec, 12 | 4 | 33.33% |
| 30 Sep, 12 | 3 | -40.00% |
| 30 Jun, 12 | 5 | 25.00% |
| 31 Mar, 12 | 4 | - |
| 31 Dec, 11 | 4 | 33.33% |
| 30 Sep, 11 | 3 | -25.00% |
| 30 Jun, 11 | 4 | - |
| 31 Mar, 11 | 4 | 100.00% |
| 31 Dec, 10 | 2 | 100.00% |
| 30 Sep, 10 | 1 | - |
As of 30 Jun 24, 47 institutions are holding Saratoga Investment Corp 8.50%'s shares, representing a decrease of -27.69% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,531,410 | -27.01% |
| 31 Mar, 24 | 2,098,113 | -19.53% |
| 31 Dec, 23 | 2,607,351 | 10.91% |
| 30 Sep, 23 | 2,350,906 | 33.61% |
| 30 Jun, 23 | 1,759,578 | -5.24% |
| 31 Mar, 23 | 1,856,961 | -18.39% |
| 31 Dec, 22 | 2,275,476 | -3.16% |
| 30 Sep, 22 | 2,349,844 | -1.74% |
| 30 Jun, 22 | 2,391,552 | -4.27% |
| 31 Mar, 22 | 2,498,340 | -1.86% |
| 31 Dec, 21 | 2,545,719 | 101.20% |
| 30 Sep, 21 | 1,265,290 | 7.37% |
| 30 Jun, 21 | 1,178,400 | -7.11% |
| 31 Mar, 21 | 1,268,604 | -10.38% |
| 31 Dec, 20 | 1,415,608 | -41.43% |
| 30 Sep, 20 | 2,417,048 | 3.48% |
| 30 Jun, 20 | 2,335,861 | 14.31% |
| 31 Mar, 20 | 2,043,446 | -11.76% |
| 31 Dec, 19 | 2,315,677 | 20.86% |
| 30 Sep, 19 | 1,916,027 | 29.96% |
| 30 Jun, 19 | 1,474,339 | 17.17% |
| 31 Mar, 19 | 1,258,275 | 5.79% |
| 31 Dec, 18 | 1,189,361 | -3.96% |
| 30 Sep, 18 | 1,238,383 | 16.06% |
| 30 Jun, 18 | 1,067,019 | 1.68% |
| 31 Mar, 18 | 1,049,374 | -3.83% |
| 31 Dec, 17 | 1,091,142 | 4.74% |
| 30 Sep, 17 | 1,041,748 | 2.51% |
| 30 Jun, 17 | 1,016,217 | 5.02% |
| 31 Mar, 17 | 967,601 | -0.02% |
| 31 Dec, 16 | 967,771 | -2.57% |
| 30 Sep, 16 | 993,276 | -15.86% |
| 30 Jun, 16 | 1,180,567 | -12.45% |
| 31 Mar, 16 | 1,348,405 | 4.57% |
| 31 Dec, 15 | 1,289,463 | 8.05% |
| 30 Sep, 15 | 1,193,425 | 17.14% |
| 30 Jun, 15 | 1,018,778 | -4.45% |
| 31 Mar, 15 | 1,066,241 | -3.99% |
| 31 Dec, 14 | 1,110,507 | -6.32% |
| 30 Sep, 14 | 1,185,420 | -1.77% |
| 30 Jun, 14 | 1,206,768 | 2.57% |
| 31 Mar, 14 | 1,176,577 | -59.19% |
| 31 Dec, 13 | 2,882,804 | 436.83% |
| 30 Sep, 13 | 537,008 | -85.95% |
| 30 Jun, 13 | 3,821,999 | 719.80% |
| 31 Mar, 13 | 466,213 | 1.58% |
| 31 Dec, 12 | 458,948 | 11274.18% |
| 30 Sep, 12 | 4,035 | -76.17% |
| 30 Jun, 12 | 16,931 | 4.96% |
| 31 Mar, 12 | 16,131 | 1.72% |
| 31 Dec, 11 | 15,859 | 9.07% |
| 30 Sep, 11 | 14,540 | -47.15% |
| 30 Jun, 11 | 27,513 | 20.60% |
| 31 Mar, 11 | 22,813 | 79.08% |
| 31 Dec, 10 | 12,739 | -29.26% |
| 30 Sep, 10 | 18,007 | - |
Saratoga Investment Corp 8.50% (SAR) has 1.53M shares outstanding as of 30 Jun 24, down -27.01% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.09% | 4.68% |
| 31 Mar, 24 | 16.07% | 4.03% |
| 31 Dec, 23 | 19.98% | 5.34% |
| 30 Sep, 23 | 19.34% | 8.94% |
| 30 Jun, 23 | 14.71% | 6.10% |
| 31 Mar, 23 | 15.52% | 4.24% |
| 31 Dec, 22 | 19.13% | 4.96% |
| 30 Sep, 22 | 19.64% | 5.04% |
| 30 Jun, 22 | 19.74% | 4.59% |
| 31 Mar, 22 | 20.75% | 4.20% |
| 31 Dec, 21 | 22.23% | 17.34% |
| 30 Sep, 21 | 11.32% | 10.17% |
| 30 Jun, 21 | 10.55% | 8.21% |
| 31 Mar, 21 | 11.34% | 7.06% |
| 31 Dec, 20 | 12.67% | 2.72% |
| 30 Sep, 20 | 21.57% | 4.97% |
| 30 Jun, 20 | 20.82% | 4.33% |
| 31 Mar, 20 | 21.93% | 4.12% |
| 31 Dec, 19 | 23.07% | 4.37% |
| 30 Sep, 19 | 22.99% | 6.35% |
| 30 Jun, 19 | 19.03% | 6.82% |
| 31 Mar, 19 | 16.70% | 6.61% |
| 31 Dec, 18 | 15.90% | 4.96% |
| 30 Sep, 18 | 17.91% | 6.19% |
| 30 Jun, 18 | 17.00% | 6.08% |
| 31 Mar, 18 | 16.72% | 5.12% |
| 31 Dec, 17 | 18.06% | 5.90% |
| 30 Sep, 17 | 17.49% | 5.82% |
| 30 Jun, 17 | 17.34% | 6.10% |
| 31 Mar, 17 | 16.86% | 5.90% |
| 31 Dec, 16 | 16.90% | 5.64% |
| 30 Sep, 16 | 17.30% | 4.09% |
| 30 Jun, 16 | 20.58% | 3.73% |
| 31 Mar, 16 | 23.50% | 4.48% |
| 31 Dec, 15 | 22.90% | 5.01% |
| 30 Sep, 15 | 21.37% | 6.05% |
| 30 Jun, 15 | 18.79% | 4.86% |
| 31 Mar, 15 | 19.66% | 4.61% |
| 31 Dec, 14 | 20.64% | 4.25% |
| 30 Sep, 14 | 22.04% | 4.38% |
| 30 Jun, 14 | 22.43% | 3.92% |
| 31 Mar, 14 | 23.91% | 0.68% |
| 31 Dec, 13 | 59.42% | 46.10% |
| 30 Sep, 13 | 11.35% | 0.17% |
| 30 Jun, 13 | 80.80% | 83.18% |
| 31 Mar, 13 | 9.86% | 7.38% |
| 31 Dec, 12 | 11.56% | 106681.17% |
| 30 Sep, 12 | 0.10% | 54.57% |
| 30 Jun, 12 | 0.44% | 252.25% |
| 31 Mar, 12 | 0.42% | 181.28% |
| 31 Dec, 11 | 0.48% | 243.39% |
| 30 Sep, 11 | 0.44% | 62.95% |
| 30 Jun, 11 | 0.84% | 173.25% |
| 31 Mar, 11 | 0.70% | 460.72% |
| 31 Dec, 10 | 0.39% | 90.86% |
| 30 Sep, 10 | 0.65% | - |
As of 30 Jun 24, Saratoga Investment Corp 8.50% is held by 12.09% institutional shareholders, representing a 4.68% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 23 | -20.69% |
| 31 Mar, 24 | 29 | -29.27% |
| 31 Dec, 23 | 41 | - |
| 30 Sep, 23 | 41 | 2.50% |
| 30 Jun, 23 | 40 | 11.11% |
| 31 Mar, 23 | 36 | 38.46% |
| 31 Dec, 22 | 26 | -3.70% |
| 30 Sep, 22 | 27 | 22.73% |
| 30 Jun, 22 | 22 | -35.29% |
| 31 Mar, 22 | 34 | -5.56% |
| 31 Dec, 21 | 36 | 28.57% |
| 30 Sep, 21 | 28 | 7.69% |
| 30 Jun, 21 | 26 | 4.00% |
| 31 Mar, 21 | 25 | 8.70% |
| 31 Dec, 20 | 23 | 15.00% |
| 30 Sep, 20 | 20 | -20.00% |
| 30 Jun, 20 | 25 | 8.70% |
| 31 Mar, 20 | 23 | -28.13% |
| 31 Dec, 19 | 32 | 10.34% |
| 30 Sep, 19 | 29 | 70.59% |
| 30 Jun, 19 | 17 | - |
| 31 Mar, 19 | 17 | 70.00% |
| 31 Dec, 18 | 10 | -44.44% |
| 30 Sep, 18 | 18 | 50.00% |
| 30 Jun, 18 | 12 | 50.00% |
| 31 Mar, 18 | 8 | -57.89% |
| 31 Dec, 17 | 19 | 72.73% |
| 30 Sep, 17 | 11 | -8.33% |
| 30 Jun, 17 | 12 | -20.00% |
| 31 Mar, 17 | 15 | 15.38% |
| 31 Dec, 16 | 13 | -7.14% |
| 30 Sep, 16 | 14 | 16.67% |
| 30 Jun, 16 | 12 | -20.00% |
| 31 Mar, 16 | 15 | -11.76% |
| 31 Dec, 15 | 17 | 13.33% |
| 30 Sep, 15 | 15 | 50.00% |
| 30 Jun, 15 | 10 | 11.11% |
| 31 Mar, 15 | 9 | -30.77% |
| 31 Dec, 14 | 13 | 85.71% |
| 30 Sep, 14 | 7 | 16.67% |
| 30 Jun, 14 | 6 | 100.00% |
| 31 Mar, 14 | 3 | -76.92% |
| 31 Dec, 13 | 13 | 30.00% |
| 30 Sep, 13 | 10 | 11.11% |
| 30 Jun, 13 | 9 | 200.00% |
| 31 Mar, 13 | 3 | - |
| 31 Dec, 12 | 3 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 2 | -33.33% |
| 31 Mar, 12 | 3 | - |
| 31 Dec, 11 | 3 | 200.00% |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | -66.67% |
| 31 Mar, 11 | 3 | 50.00% |
| 31 Dec, 10 | 2 | 100.00% |
| 30 Sep, 10 | 1 | - |
23 institutional shareholders have increased their position in SAR stock as of 30 Jun 24 compared to 29 in the previous quarter (a -20.69% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -40.00% |
| 31 Mar, 24 | 20 | 17.65% |
| 31 Dec, 23 | 17 | 88.89% |
| 30 Sep, 23 | 9 | -50.00% |
| 30 Jun, 23 | 18 | 38.46% |
| 31 Mar, 23 | 13 | - |
| 31 Dec, 22 | 13 | 18.18% |
| 30 Sep, 22 | 11 | -35.29% |
| 30 Jun, 22 | 17 | 70.00% |
| 31 Mar, 22 | 10 | -16.67% |
| 31 Dec, 21 | 12 | 20.00% |
| 30 Sep, 21 | 10 | 66.67% |
| 30 Jun, 21 | 6 | -60.00% |
| 31 Mar, 21 | 15 | 7.14% |
| 31 Dec, 20 | 14 | 7.69% |
| 30 Sep, 20 | 13 | 44.44% |
| 30 Jun, 20 | 9 | -10.00% |
| 31 Mar, 20 | 10 | 66.67% |
| 31 Dec, 19 | 6 | 50.00% |
| 30 Sep, 19 | 4 | -55.56% |
| 30 Jun, 19 | 9 | 50.00% |
| 31 Mar, 19 | 6 | -33.33% |
| 31 Dec, 18 | 9 | 200.00% |
| 30 Sep, 18 | 3 | -50.00% |
| 30 Jun, 18 | 6 | -40.00% |
| 31 Mar, 18 | 10 | 150.00% |
| 31 Dec, 17 | 4 | -20.00% |
| 30 Sep, 17 | 5 | 150.00% |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | 2 | -50.00% |
| 31 Dec, 16 | 4 | -20.00% |
| 30 Sep, 16 | 5 | -28.57% |
| 30 Jun, 16 | 7 | 75.00% |
| 31 Mar, 16 | 4 | 33.33% |
| 31 Dec, 15 | 3 | 200.00% |
| 30 Sep, 15 | 1 | -50.00% |
| 30 Jun, 15 | 2 | -33.33% |
| 31 Mar, 15 | 3 | 50.00% |
| 31 Dec, 14 | 2 | -66.67% |
| 30 Sep, 14 | 6 | 500.00% |
| 30 Jun, 14 | 1 | -66.67% |
| 31 Mar, 14 | 3 | 50.00% |
| 31 Dec, 13 | 2 | 100.00% |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | - | - |
| 31 Mar, 13 | - | - |
| 31 Dec, 12 | - | -100.00% |
| 30 Sep, 12 | 1 | -50.00% |
| 30 Jun, 12 | 2 | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
12 institutional shareholders have reduced their position in SAR stock as of 30 Jun 24 compared to 20 in the previous quarter (a -40.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 47 | -27.69% | 1,531,410 | -27.01% | 12.09% | 4.68% | 23 | -20.69% | 12 | -40.00% |
| 31 Mar, 24 | 65 | -12.16% | 2,098,113 | -19.53% | 16.07% | 4.03% | 29 | -29.27% | 20 | 17.65% |
| 31 Dec, 23 | 74 | 10.45% | 2,607,351 | 10.91% | 19.98% | 5.34% | 41 | - | 17 | 88.89% |
| 30 Sep, 23 | 67 | -1.47% | 2,350,906 | 33.61% | 19.34% | 8.94% | 41 | 2.50% | 9 | -50.00% |
| 30 Jun, 23 | 68 | 15.25% | 1,759,578 | -5.24% | 14.71% | 6.10% | 40 | 11.11% | 18 | 38.46% |
| 31 Mar, 23 | 59 | 13.46% | 1,856,961 | -18.39% | 15.52% | 4.24% | 36 | 38.46% | 13 | - |
| 31 Dec, 22 | 52 | 8.33% | 2,275,476 | -3.16% | 19.13% | 4.96% | 26 | -3.70% | 13 | 18.18% |
| 30 Sep, 22 | 48 | -11.11% | 2,349,844 | -1.74% | 19.64% | 5.04% | 27 | 22.73% | 11 | -35.29% |
| 30 Jun, 22 | 54 | -6.90% | 2,391,552 | -4.27% | 19.74% | 4.59% | 22 | -35.29% | 17 | 70.00% |
| 31 Mar, 22 | 58 | -4.92% | 2,498,340 | -1.86% | 20.75% | 4.20% | 34 | -5.56% | 10 | -16.67% |
| 31 Dec, 21 | 61 | 22.00% | 2,545,719 | 101.20% | 22.23% | 17.34% | 36 | 28.57% | 12 | 20.00% |
| 30 Sep, 21 | 50 | 13.64% | 1,265,290 | 7.37% | 11.32% | 10.17% | 28 | 7.69% | 10 | 66.67% |
| 30 Jun, 21 | 44 | -6.38% | 1,178,400 | -7.11% | 10.55% | 8.21% | 26 | 4.00% | 6 | -60.00% |
| 31 Mar, 21 | 47 | 6.82% | 1,268,604 | -10.38% | 11.34% | 7.06% | 25 | 8.70% | 15 | 7.14% |
| 31 Dec, 20 | 44 | 7.32% | 1,415,608 | -41.43% | 12.67% | 2.72% | 23 | 15.00% | 14 | 7.69% |
| 30 Sep, 20 | 41 | -6.82% | 2,417,048 | 3.48% | 21.57% | 4.97% | 20 | -20.00% | 13 | 44.44% |
| 30 Jun, 20 | 44 | 4.76% | 2,335,861 | 14.31% | 20.82% | 4.33% | 25 | 8.70% | 9 | -10.00% |
| 31 Mar, 20 | 42 | -10.64% | 2,043,446 | -11.76% | 21.93% | 4.12% | 23 | -28.13% | 10 | 66.67% |
| 31 Dec, 19 | 47 | 17.50% | 2,315,677 | 20.86% | 23.07% | 4.37% | 32 | 10.34% | 6 | 50.00% |
| 30 Sep, 19 | 40 | 33.33% | 1,916,027 | 29.96% | 22.99% | 6.35% | 29 | 70.59% | 4 | -55.56% |
| 30 Jun, 19 | 30 | 11.11% | 1,474,339 | 17.17% | 19.03% | 6.82% | 17 | - | 9 | 50.00% |
| 31 Mar, 19 | 27 | 8.00% | 1,258,275 | 5.79% | 16.70% | 6.61% | 17 | 70.00% | 6 | -33.33% |
| 31 Dec, 18 | 25 | -13.79% | 1,189,361 | -3.96% | 15.90% | 4.96% | 10 | -44.44% | 9 | 200.00% |
| 30 Sep, 18 | 29 | 16.00% | 1,238,383 | 16.06% | 17.91% | 6.19% | 18 | 50.00% | 3 | -50.00% |
| 30 Jun, 18 | 25 | 13.64% | 1,067,019 | 1.68% | 17.00% | 6.08% | 12 | 50.00% | 6 | -40.00% |
| 31 Mar, 18 | 22 | -12.00% | 1,049,374 | -3.83% | 16.72% | 5.12% | 8 | -57.89% | 10 | 150.00% |
| 31 Dec, 17 | 25 | 31.58% | 1,091,142 | 4.74% | 18.06% | 5.90% | 19 | 72.73% | 4 | -20.00% |
| 30 Sep, 17 | 19 | -5.00% | 1,041,748 | 2.51% | 17.49% | 5.82% | 11 | -8.33% | 5 | 150.00% |
| 30 Jun, 17 | 20 | - | 1,016,217 | 5.02% | 17.34% | 6.10% | 12 | -20.00% | 2 | - |
| 31 Mar, 17 | 20 | - | 967,601 | -0.02% | 16.86% | 5.90% | 15 | 15.38% | 2 | -50.00% |
| 31 Dec, 16 | 20 | -13.04% | 967,771 | -2.57% | 16.90% | 5.64% | 13 | -7.14% | 4 | -20.00% |
| 30 Sep, 16 | 23 | 4.55% | 993,276 | -15.86% | 17.30% | 4.09% | 14 | 16.67% | 5 | -28.57% |
| 30 Jun, 16 | 22 | - | 1,180,567 | -12.45% | 20.58% | 3.73% | 12 | -20.00% | 7 | 75.00% |
| 31 Mar, 16 | 22 | - | 1,348,405 | 4.57% | 23.50% | 4.48% | 15 | -11.76% | 4 | 33.33% |
| 31 Dec, 15 | 22 | 22.22% | 1,289,463 | 8.05% | 22.90% | 5.01% | 17 | 13.33% | 3 | 200.00% |
| 30 Sep, 15 | 18 | 20.00% | 1,193,425 | 17.14% | 21.37% | 6.05% | 15 | 50.00% | 1 | -50.00% |
| 30 Jun, 15 | 15 | -6.25% | 1,018,778 | -4.45% | 18.79% | 4.86% | 10 | 11.11% | 2 | -33.33% |
| 31 Mar, 15 | 16 | -5.88% | 1,066,241 | -3.99% | 19.66% | 4.61% | 9 | -30.77% | 3 | 50.00% |
| 31 Dec, 14 | 17 | 6.25% | 1,110,507 | -6.32% | 20.64% | 4.25% | 13 | 85.71% | 2 | -66.67% |
| 30 Sep, 14 | 16 | 6.67% | 1,185,420 | -1.77% | 22.04% | 4.38% | 7 | 16.67% | 6 | 500.00% |
| 30 Jun, 14 | 15 | 15.38% | 1,206,768 | 2.57% | 22.43% | 3.92% | 6 | 100.00% | 1 | -66.67% |
| 31 Mar, 14 | 13 | -13.33% | 1,176,577 | -59.19% | 23.91% | 0.68% | 3 | -76.92% | 3 | 50.00% |
| 31 Dec, 13 | 15 | 25.00% | 2,882,804 | 436.83% | 59.42% | 46.10% | 13 | 30.00% | 2 | 100.00% |
| 30 Sep, 13 | 12 | 20.00% | 537,008 | -85.95% | 11.35% | 0.17% | 10 | 11.11% | 1 | - |
| 30 Jun, 13 | 10 | 150.00% | 3,821,999 | 719.80% | 80.80% | 83.18% | 9 | 200.00% | - | - |
| 31 Mar, 13 | 4 | - | 466,213 | 1.58% | 9.86% | 7.38% | 3 | - | - | - |
| 31 Dec, 12 | 4 | 33.33% | 458,948 | 11274.18% | 11.56% | 106681.17% | 3 | - | - | -100.00% |
| 30 Sep, 12 | 3 | -40.00% | 4,035 | -76.17% | 0.10% | 54.57% | - | -100.00% | 1 | -50.00% |
| 30 Jun, 12 | 5 | 25.00% | 16,931 | 4.96% | 0.44% | 252.25% | 2 | -33.33% | 2 | - |
| 31 Mar, 12 | 4 | - | 16,131 | 1.72% | 0.42% | 181.28% | 3 | - | - | - |
| 31 Dec, 11 | 4 | 33.33% | 15,859 | 9.07% | 0.48% | 243.39% | 3 | 200.00% | - | - |
| 30 Sep, 11 | 3 | -25.00% | 14,540 | -47.15% | 0.44% | 62.95% | 1 | - | - | - |
| 30 Jun, 11 | 4 | - | 27,513 | 20.60% | 0.84% | 173.25% | 1 | -66.67% | - | - |
| 31 Mar, 11 | 4 | 100.00% | 22,813 | 79.08% | 0.70% | 460.72% | 3 | 50.00% | - | - |
| 31 Dec, 10 | 2 | 100.00% | 12,739 | -29.26% | 0.39% | 90.86% | 2 | 100.00% | - | - |
| 30 Sep, 10 | 1 | - | 18,007 | - | 0.65% | - | 1 | - | - | - |
Saratoga Investment Corp 8.50% Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Saratoga Investment Corp 8.50%'s stock was made by Oberbeck Christian L on Aug 14 2024, selling 27,256 shares at - per share (valued at -). The last insider buy of SAR was made by Oberbeck Christian L on May 08 2023, buying 2,000 shares at $23.81 per share (worth $47.62K).
Saratoga Investment Corp 8.50% Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q4 2023 | 1 | 2 | 50.00% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 1 | 4 | 25.00% |
| Q3 2022 | 2 | 3 | 66.67% |
| Q4 2021 | 1 | 3 | 33.33% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 2 | 2 | 100.00% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | 9 | 1 | 900.00% |
| Q2 2020 | 12 | - | - |
| Q1 2020 | - | - | - |
| Q3 2019 | 2 | 2 | 100.00% |
| Q1 2019 | 2 | - | - |
| Q3 2018 | 2 | 2 | 100.00% |
| Q2 2018 | 4 | 7 | 57.14% |
| Q3 2017 | 2 | 1 | 200.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Saratoga Investment Corp 8.50%'s insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 7 | - | - |
| Q2 2020 | 12 | - | - |
| Q1 2020 | - | - | - |
| Q3 2019 | - | - | - |
| Q1 2019 | 2 | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | 4 | 7 | 57.14% |
| Q3 2017 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Saratoga Investment Corp 8.50%'s stocks.
Saratoga Investment Corp 8.50% Peer Ownership
| Ticker | Company |
|---|---|
| PNNT | PennantPark Investment Corporation |
| TPVG | TriplePoint Venture Growth BDC Corp. |
| GLAD | Gladstone Capital Corporation |
| TRIN | Trinity Capital Inc. |
| FDUS | Fidus Investment Corporation |
| DHIL | Diamond Hill Investment Group, Inc. |
| NMFC | New Mountain Finance Corporation |
| GBDC | Golub Capital BDC, Inc. |
| WHF | WhiteHorse Finance, Inc. |
| TSLX | Sixth Street Specialty Lending, Inc. |
| PFLT | PennantPark Floating Rate Capital Ltd. |
| SCM | Stellus Capital Investment Corporation |
| HTGC | Hercules Capital, Inc. |
| PTMN | Portman Ridge Finance Corporation |
| CGBD | Carlyle Secured Lending, Inc. |
| TCPC | BlackRock TCP Capital Corp. |
| MRCC | Monroe Capital Corporation |
| HRZN | Horizon Technology Finance Corporation |
SAR Ownership FAQ
Who Owns Saratoga Investment Corp 8.50%?
Saratoga Investment Corp 8.50% is owned by institutional shareholders (12.09%), insiders (15.63%), and public (72.28%). The largest institutional shareholder of Saratoga Investment Corp 8.50% is TWO SIGMA INVESTMENTS, LP (1.03% of total shares) and the top mutual fund owner is DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (0.40% of total shares).
Who are the major institutional shareholders of Saratoga Investment Corp 8.50%?
Saratoga Investment Corp 8.50%'s major institutional shareholders are TWO SIGMA INVESTMENTS, LP, PRIVATE ADVISOR GROUP, LLC, HENNION & WALSH ASSET MANAGEMENT, INC., ADVISORS ASSET MANAGEMENT, INC., and MILLENNIUM MANAGEMENT LLC. The top five shareholders own together 4.79% of the company's share outstanding.
How many Saratoga Investment Corp 8.50% shareholders are there?
As of Jun 2024, there are 47 institutional shareholders of Saratoga Investment Corp 8.50%.
What percentage of Saratoga Investment Corp 8.50% is owned by TWO SIGMA INVESTMENTS, LP?
TWO SIGMA INVESTMENTS, LP owns 130.32K shares of Saratoga Investment Corp 8.50%, representing 1.03% of the company's total shares outstanding, valued at $2.96M (as of Jun 2024).
What percentage of Saratoga Investment Corp 8.50% is owned by PRIVATE ADVISOR GROUP, LLC?
As of Jun 2024, PRIVATE ADVISOR GROUP, LLC holds 129.55K shares of Saratoga Investment Corp 8.50% (SAR), compromising 1.02% of the company, valued at $2.94M.
What percentage of Saratoga Investment Corp 8.50% is owned by HENNION & WALSH ASSET MANAGEMENT, INC?
HENNION & WALSH ASSET MANAGEMENT, INC is the third largest holder of Saratoga Investment Corp 8.50%. The company owns 120.81K of the company's shares outstanding (worth $2.74M).