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Saratoga Investment Corp (SAR)

CUSIP: 80349A208 | NYSE | Financial Services · Asset Management | Small Cap | 272 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

International Assets Investment Management, LLC139,364
0.1% of portfolio›$2.3M
Lido Advisors, LLC93,185
0.0% of portfolio›$1.6M
Hennion & Walsh Asset Management, Inc.89,486
0.0% of portfolio›$1.5M
Wealthcare Advisory Partners LLC51,405
0.0% of portfolio›$856.4K
Next Level Private LLC43,527
0.1% of portfolio›$725.2K
Focus Financial Network, Inc.30,926
0.0% of portfolio›$515.2K
Cambridge Investment Research Advisors, Inc.23,369
0.0% of portfolio›$389
Simplex Trading, LLC22,476
0.0% of portfolio›$374.5K
Greenwood Gearhart LLC21,500
0.0% of portfolio›$358.2K
D.A. Davidson & Co.11,863
0.0% of portfolio›$197.6K
Davidson Trust Co11,000
0.1% of portfolio›$183.3K
AlphaCentric Advisors LLC10,000
0.1% of portfolio›$166.6K
Register Financial Advisors LLC6,058
0.0% of portfolio›$100.9K
Triumph Capital Management3,675
0.0% of portfolio›$61.2K
IFP Advisors, Inc1,000
0.0% of portfolio›$16.7K
Evolution Wealth Management Inc.701
0.0% of portfolio›$11.7K
PFS Partners, LLC503
0.0% of portfolio›$8.4K
BI Asset Management Fondsmaeglerselskab A/S241
0.0% of portfolio›$4
Laurel Wealth Advisors LLC241
0.0% of portfolio›$4.0K
Avion Wealth227
0.0% of portfolio›$3
MJT & Associates Financial Advisory Group, Inc.94
0.0% of portfolio›$1.6K
West Financial Advisors, LLC60
0.0% of portfolio›$996
Larson Financial Group LLC49
0.0% of portfolio›$816
Hurley Capital, LLC16
0.0% of portfolio›$267
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$200
StyleTurnoverLocationFiled
International Assets Investment Management, LLC
139,364$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Lido Advisors, LLC
93,185$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Hennion & Walsh Asset Management, Inc.
89,486$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Wealthcare Advisory Partners LLC
51,405$856.4K0.0%ETFLowWest Chester, PA2026-10-21
Next Level Private LLC
43,527$725.2K0.1%CoreVery LowHarrison, NY2026-10-20
Focus Financial Network, Inc.
30,926$515.2K0.0%ETFLowMinneapolis, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
23,369$3890.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
22,476$374.5K0.0%CoreVery HighChicago, IL2026-11-04
Greenwood Gearhart LLC
21,500$358.2K0.0%ETFLowFayetteville, AR2026-11-02
D.A. Davidson & Co.
11,863$197.6K0.0%CoreLowGreat Falls, MT2026-10-28
Davidson Trust Co
11,000$183.3K0.1%CoreLowSeattle, WA2026-10-09
AlphaCentric Advisors LLC
10,000$166.6K0.1%CoreHighSan Juan, PR2026-11-03
Register Financial Advisors LLC
6,058$100.9K0.0%GARPLowAtlanta, GA2026-10-23
Triumph Capital Management
3,675$61.2K0.0%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
1,000$16.7K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
701$11.7K0.0%ETFMediumFort Myers, FL2026-10-28
PFS Partners, LLC
503$8.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
241$40.0%CoreMediumKobenhavn, Greece2026-10-22
Laurel Wealth Advisors LLC
241$4.0K0.0%CoreVery LowCharlotte, NC2026-10-27
Avion Wealth
227$30.0%ETFLowThe Woodlands, TX2026-11-04
MJT & Associates Financial Advisory Group, Inc.
94$1.6K0.0%ETFLowMontevideo, MN2026-10-07
West Financial Advisors, LLC
60$9960.0%ETFLowDes Moines, IA2026-10-22
Larson Financial Group LLC
49$8160.0%GrowthLowSt Louis, MO2026-11-05
Hurley Capital, LLC
16$2670.0%GARPMediumNew York, NY2026-11-05
Caitong International Asset Management Co., Ltd
12$2000.0%GrowthVery HighHong Kong, South Korea2026-10-29