Saratoga Investment Corp 8.50% Ownership | Who Owns Saratoga Investment Corp 8.50%?
Saratoga Investment Corp 8.50% Ownership Summary
Saratoga Investment Corp 8.50% is owned by 15.88% institutional investors, 15.60% insiders, and 68.52% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.27% of SAR shares. BankInvest Børsnoterede Alt. Akk. W is the top mutual fund, with 0.31% of its assets in Saratoga Investment Corp 8.50% shares.
SAR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Saratoga Investment Corp 8.50% | 15.88% | 15.60% | 68.52% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Asset Management Stocks | 39.76% | 8.77% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Two sigma advisers, lp | 160.60K | 1.27% | $3.65M |
| Two sigma investments, lp | 130.32K | 1.03% | $2.96M |
| Private advisor group | 129.55K | 1.02% | $2.94M |
| Hennion & walsh asset management | 120.81K | 0.95% | $2.74M |
| Advisors asset management | 115.03K | 0.91% | $2.61M |
| Millennium management | 111.60K | 0.88% | $2.53M |
| Legal & general group | 111.47K | 0.88% | $2.53M |
| Wells fargo & company/mn | 99.29K | 0.78% | $2.25M |
| Morgan stanley | 97.75K | 0.77% | $2.22M |
| Lpl financial | 89.10K | 0.70% | $2.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus etf advisers | 41.85K | 0.47% | $950.06K |
| Palogic value management | 47.68K | 0.46% | $1.08M |
| Next level private | 32.53K | 0.34% | $738.54K |
| Tmd wealth management | 67.73K | 0.34% | $1.54M |
| Davidson trust | 11.00K | 0.17% | $249.70K |
| Jb capital partners lp | 33.85K | 0.17% | $768.33K |
| Hennion & walsh asset management | 120.81K | 0.14% | $2.74M |
| Bard associates | 15.95K | 0.14% | $361.95K |
| Mcdonald partners | 20.27K | 0.12% | $460.25K |
| Register financial advisors | 5.85K | 0.07% | $132.79K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bi asset management fondsmaeglerselskab | 48.70K | 0.02% | 48.70K |
| Morgan stanley | 97.75K | 0.00% | 41.77K |
| Virtus etf advisers | 41.85K | 0.47% | 13.95K |
| Trexquant investment lp | 11.80K | 0.00% | 11.80K |
| Legal & general group | 111.47K | 0.00% | 10.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rockefeller capital management | - | - | -56.98K |
| Franklin resources | - | - | -36.02K |
| Quadrature capital | - | - | -29.64K |
| Two sigma investments, lp | 130.32K | 0.01% | -23.62K |
| Janney montgomery scott | - | - | -20.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bi asset management fondsmaeglerselskab | 48.70K | 0.02% | 48.70K | $1.10M |
| Arlington trust | 1.00K | 0.01% | 1.00K | $22.70K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Creekmur asset management | -144.00 |
| Old point trust & financial services n a | -200.00 |
| Entrypoint capital | -398.00 |
| Northwestern mutual wealth management | -526.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 61 | -6.15% | 2,011,995 | -4.10% | 15 | 6.15% | 28 | -3.45% | 15 | -25.00% |
| Mar 31, 2024 | 65 | -12.16% | 2,098,113 | -19.53% | 16 | 4.03% | 29 | -29.27% | 20 | 17.65% |
| Dec 31, 2023 | 74 | 10.45% | 2,607,351 | 10.91% | 19 | 5.34% | 41 | - | 17 | 88.89% |
| Sep 30, 2023 | 67 | -1.47% | 2,350,906 | 33.61% | 19 | 8.94% | 41 | 2.50% | 9 | -50.00% |
| Jun 30, 2023 | 68 | 15.25% | 1,759,578 | -5.24% | 14 | 6.11% | 40 | 11.11% | 18 | 38.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| BankInvest Børsnoterede Alt. Akk. W | 43.29K | 0.31% | 43.29K |
| iShares Listed Private Eq ETF USD Dist | 42.01K | 0.30% | - |
| Virtus Private Credit ETF | 39.67K | 0.29% | - |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 10.00K | 0.07% | -5.00K |
| FlexShares® Listed Priv Eq ETF USD Acc | 4.66K | 0.03% | - |
| RBC Microcap Value I | 3.40K | 0.02% | - |
| Kingsbarn Dividend Opportunity ETF | 1.71K | 0.01% | - |
| Blackstone Alternative Multi-Strategy I | 1.70K | 0.01% | -400.00 |
| Gestión Boutique II Aspain 11 Eq. FI | 828.00 | 0.01% | - |
| Gestión Boutique IV ASP Opportunities FI | 440.00 | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 04, 2023 | Oberbeck Christian L | CEO, Director and President | Buy | $47.62K |
| Aug 02, 2022 | Looney Steven M | Buy | $29.43K | |
| Aug 11, 2020 | Oberbeck Christian L | CEO and Director | Buy | $35.34K |
| Aug 10, 2020 | Oberbeck Christian L | CEO and Director | Buy | $87.55K |
| Jul 24, 2020 | Oberbeck Christian L | CEO and Director | Buy | $16.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 1 | - |
SAR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools