Saratoga Investment Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 145,100 | $3.47 M | -1.29% | 1.05% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 144,817 | $3.46 M | 4.80% | 1.05% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 128,379 | $3.07 M | 6.25% | 0.93% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 122,295 | $2.93 M | -5.65% | 0.89% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 109,784 | $2.63 M | 3.09% | 0.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 107,401 | $2.57 M | -4.42% | 0.78% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 105,129 | $2.51 M | -14.96% | 0.76% |
| LIDO ADVISORS, LLC | 02/14/2025 | 94,981 | $2.27 M | 32.12% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 90,997 | $2.17 M | -10.98% | 0.66% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 01/08/2025 | 79,569 | $1.93 M | -29.11% | 0.58% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 64,017 | $1.53 M | 133.02% | 0.46% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 59,961 | $1.43 M | -7.38% | 0.43% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 59,059 | $1.41 M | 4.78% | 0.43% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 59,050 | $1.41 M | -5.59% | 0.43% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 52,998 | $1.27 M | 35.80% | 0.38% |
| PALOGIC VALUE MANAGEMENT, L.P. | 03/12/2025 | 46,680 | $1.12 M | 0.00% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 43,852 | $1.05 M | -5.41% | 0.32% |
| NEXT LEVEL PRIVATE LLC | 01/22/2025 | 39,154 | $936,564 | 0.00% | 0.28% |
| MARSHALL WACE, LLP | 02/13/2025 | 35,962 | $860,212 | 100.00% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 34,032 | $814,045 | 100.00% | 0.25% |
| JB CAPITAL PARTNERS LP | 02/13/2025 | 33,847 | $809,620 | 0.00% | 0.25% |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 33,759 | $807,515 | -2.19% | 0.24% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/15/2025 | 32,845 | $785,650 | 2.85% | 0.24% |
| RMB CAPITAL MANAGEMENT, LLC | 02/13/2025 | 30,000 | $717,600 | 0.00% | 0.22% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 29,929 | $715,907 | 10.85% | 0.22% |
| ROYAL BANK OF CANADA | 02/14/2025 | 22,458 | $537,000 | 1.29% | 0.16% |
| PFG ADVISORS | 02/07/2025 | 22,074 | $528,010 | -1.67% | 0.16% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 20,505 | $490,480 | 48.68% | 0.15% |
| BARD ASSOCIATES INC | 02/06/2025 | 15,945 | $381,405 | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 15,411 | $369,000 | -7.65% | 0.11% |
| MARINER, LLC | 02/13/2025 | 13,235 | $316,592 | 100.00% | 0.10% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 11,914 | $284,983 | 100.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 11,400 | $272,688 | 100.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 11,124 | $266,086 | 100.00% | 0.08% |
| DAVIDSON TRUST CO | 01/31/2025 | 11,000 | $263,120 | 0.00% | 0.08% |
| JANE STREET GROUP, LLC | 02/14/2025 | 10,520 | $251,638 | 100.00% | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 02/10/2025 | 10,382 | $248,331 | -0.63% | 0.08% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 8,700 | $208,000 | 0.00% | 0.06% |
| JPMORGAN CHASE & CO | 02/12/2025 | 6,789 | $162,393 | 35.78% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 5,942 | $137,793 | -12.90% | 0.04% |
| REGISTER FINANCIAL ADVISORS LLC | 01/22/2025 | 5,894 | $140,992 | 0.44% | 0.04% |
| SUNBELT SECURITIES, INC. | 02/18/2025 | 5,082 | $121,257 | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 2,269 | $54,282 | 0.00% | 0.02% |
| 02/06/2025 | 1,273 | $30,450 | 100.00% | 0.01% | |
| HARBOUR INVESTMENTS, INC. | 02/10/2025 | 1,000 | $23,920 | 0.00% | 0.01% |
| IFP ADVISORS, INC | 02/04/2025 | 1,000 | $23,920 | 0.00% | 0.01% |
| ARLINGTON TRUST CO LLC | 01/29/2025 | 1,000 | $23,920 | 0.00% | 0.01% |
| UBS GROUP AG | 02/14/2025 | 954 | $22,819 | 3.58% | 0.01% |
| PFS PARTNERS, LLC | 01/27/2025 | 503 | $12,032 | 0.00% | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 01/17/2025 | 500 | $11,960 | 0.00% | 0.00% |
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Saratoga Investment Corp. institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Saratoga Investment Corp.. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 145,100
Hennion & Walsh Asset Management, Inc.: 144,817
TWO SIGMA INVESTMENTS, LP: 128,379
Private Advisor Group, LLC: 122,295
WELLS FARGO & COMPANY/MN: 109,784
Advisors Asset Management, Inc.: 107,401
16.03% of Saratoga Investment Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 2.55 M shares in the last 24 months. This purchase volume represents approximately $61.68 M in transactions.