Who owns Saratoga Investment?

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Analyze quarterly positions in Saratoga Investment with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Saratoga Investment stock

Who bought or sold Saratoga Investment this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lido Advisors 199k $4.4M 0% Mar 2026
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Private Advisor 165k $3.6M 1% Mar 2026
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Hennion & Walsh Asset Management 138k $3.0M -3% Mar 2026
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Legal & General Group 123k $2.7M 5% Mar 2026
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LPL Financial 114k $2.5M 0% Mar 2026
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Advisors Asset Management 107k $2.3M 5% Mar 2026
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Wells Fargo & Company 85k $1.9M 3% Mar 2026
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International Assets Investment Management 82k $1.8M 33% Mar 2026
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Susquehanna International 74k $1.7M 19% Dec 2025
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Citadel Advisors 63k $1.4M 55% Mar 2026
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Two Sigma Investments 55k $1.2M -19% Mar 2026
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BlackRock 55k $1.2M -43% Mar 2026
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Ethos Financial Group 53k $1.2M 0% Mar 2026
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Wealthcare Advisory Partners 51k $1.1M 2% Mar 2026
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Palogic Value Management 47k $1.1M 0% Dec 2025
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Next Level Private 44k $952k 0% Mar 2026
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Jb Capital Partners 34k $781k 0% Dec 2025
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Virtus Investment Advisers 33k $753k -10% Dec 2025
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Morgan Stanley 28k $619k -7% Mar 2026
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UBS Group 27k $597k 109% Mar 2026
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BI Asset Management Fondsmaeglerselskab A/S 27k $591k 0% Mar 2026
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Raymond James Financial 26k $592k 11% Dec 2025
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Colony 26k $591k 100% Dec 2025
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Bank of America Corporation 25k $547k 100% Mar 2026
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Cambridge Investment Research Advisors 24k $524k 27% Mar 2026
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Cetera Investment Advisers 22k $488k 2% Mar 2026
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PFG Advisors 22k $475k 0% Mar 2026
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Hrt Financial 22k $470k 100% Mar 2026
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Focus Financial Network 21k $463k 9% Mar 2026
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VestGen Advisors 19k $426k 100% Mar 2026
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Advisor Group Holdings 18k $425k 178% Dec 2025
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D.A. Davidson & Co. 18k $400k 1% Mar 2026
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Ameriprise Financial 18k $397k -72% Mar 2026
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Royal Bank of Canada 18k $393k -5% Mar 2026
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Greenwood Gearhart 18k $389k 100% Mar 2026
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Commonwealth Equity Services 17k $376k -8% Mar 2026
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Sunbelt Securities 14k $300k 0% Mar 2026
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Davidson Trust 11k $241k 0% Mar 2026
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Wedbush Morgan Securities 11k $234k 0% Mar 2026
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Janney Montgomery Scott 10k $224k 100% Mar 2026
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HighTower Advisors 10k $224k 0% Mar 2026
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Steward Partners Investment Advisory 7.5k $164k 43% Mar 2026
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Register Financial Advisors 6.0k $131k 0% Mar 2026
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Aquatic Capital Management 5.7k $125k -53% Mar 2026
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Simplex Trading 4.3k $98k 51% Dec 2025
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Western Wealth Management 3.2k $70k 100% Mar 2026
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Daytona Street Capital 2.0k $50k 100% Mar 2026
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Triumph Capital Management 1.8k $39k 689% Mar 2026
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IFP Advisors 1.0k $22k 0% Mar 2026
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Evolution Wealth Management 701.00 $15k 0% Mar 2026
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Bnp Paribas Arbitrage, Snc 684.00 $15k 0% Mar 2026
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Alaska Retirement Management Board 630.00 $13k 0% Mar 2026
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PFS Partners 503.00 $11k 0% Mar 2026
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Bryn Mawr Trust 500.00 $11k 100% Mar 2026
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Atlantic Trust 500.00 $12k 0% Dec 2025
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Russell Investments 328.00 $7.2k -32% Mar 2026
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Efficient Wealth Management 211.00 $4.0k 3% Mar 2026
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Fortitude Family Office 140.00 $3.1k 100% Mar 2026
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MAI Wealth Advisors 125.00 $2.7k 0% Mar 2026
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Strategic Investment Solutions 100.00 $2.2k 0% Mar 2026
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MJT & Associates Financial Advisory Group 94.00 $2.1k 0% Mar 2026
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West Financial Advisors 56.00 $1.2k 4% Mar 2026
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Larson Financial Group 49.00 $1.1k 100% Dec 2025
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Hurley Capital 15.00 $325.999500 7% Mar 2026
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Who sold out of Saratoga Investment?

Fund or Company Name Date Sold Shares Held Valued At
Trexquant Investment Dec 2025 17k $388k
Marshall Wace Sep 2025 17k $406k
Jane Street Dec 2025 14k $311k
Dynamic Technology Lab Private Dec 2025 13k $305k
Brevan Howard Capital Management Dec 2025 11k $263k
Two Sigma Advisers Dec 2025 11k $254k
Jpmorgan Chase & Co Sep 2025 7.1k $174k
Harbour Investments Dec 2025 6.0k $138k
Bartlett & Co. Wealth Management Dec 2025 2.0k $46k
Kestra Advisory Services Dec 2025 2.0k $46k
Advisory Services Network Sep 2025 1.8k $45k
Flagship Harbor Advisors Dec 2025 443.00 $10k
Eastern Bank Dec 2025 400.00 $9.2k
Harbor Asset Planning Dec 2025 261.00 $6.0k
Laurel Wealth Advisors Dec 2025 241.00 $5.6k
Ronald Blue Trust Dec 2025 20.00 $461.000000