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Get Institutions for : 
Saratoga Investment Corp (SAR)  
$23.43 0.21 (0.9%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
2,527,557  
% of shares held : 
22.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
166,054  
% of shares held change : 
  1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.99  
Last Quarter's Ending Price : 
$25.86  
Last Quarter's Average Price
$24.98  
Change from last quarter's     
avg. price to the last closing  : 
1.55 (6.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 177,038
 7%
 
Increased Positions :
29
 433,103
 17.14%
 
Unchanged Positions :
17
 191,336
 7.57%
 
Decreased Positions :
17
-252,439
-9.99%
 
Closed Positions :
5
-191,648
-7.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Lido Advisors LLC 395 *New 2023-12-31 70,617 $1,826,000 70,617
   TMD Wealth Management LLC 22 *New 2023-12-31 58,780 $1,520,000 58,780
   Wealthcare Advisory Partners LLC 466 *New 2024-03-31 30,602 $710,000 30,602
   CAMPBELL & CO INVESTMENT ADVISER LLC 611 *New 2024-03-31 26,630 $618,000 26,630
   Dynamic Technology Lab Private Ltd 721 *New 2023-12-31 13,522 $350,000 13,522
   Aquatic Capital Management LLC 757 *New 2023-12-31 11,200 $290,000 11,200
   Ahrens Investment Partners LLC 392 *New 2023-03-31 1,272 $32,000 1,272
   Cape Investment Advisory Inc. 568 *New 2023-12-31 644 $17,000 644
   Atlantic Trust Group LLC 2150 *New 2024-03-31 600 $14,000 600

  9 Records found
  1    
  Page 1 of 1
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