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SAR Insider Trading

Insider Ownership Percentage: 10.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Saratoga Investment Insider Trading History Chart

This chart shows the insider buying and selling history at Saratoga Investment by year and by quarter.

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Saratoga Investment Share Price & Price History

Current Price: $23.22
Price Change: ▲ Price Increase of +0.1 (0.43%)
As of 12/17/2025 04:59 PM ET

This chart shows the closing price history over time for SAR up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Saratoga Investment Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/4/2023Christian L OberbeckCEOBuy2,000$23.81$47,620.00689,775View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Saratoga Investment (NYSE:SAR)

19.09% of Saratoga Investment stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at SAR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Saratoga Investment Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2025Sunbelt Securities Inc.13,382$0.33M0.0%+163.3%0.083%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC1,841$45K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/17/2025Lido Advisors LLC197,873$4.83M0.0%+6.2%1.229%Search for SEC Filing on Google Icon
11/17/2025Brevan Howard Capital Management LP17,675$0.43M0.0%N/A0.110%Search for SEC Filing on Google Icon
11/17/2025Bard Associates Inc.14,256$0.35M0.1%-10.0%0.089%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC12,729$0.31M0.0%+4,814.7%0.079%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.71,549$1.75M0.0%+7.0%0.444%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.23,072$0.56M0.0%-25.3%0.143%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP115,035$2.81M0.0%-34.6%0.714%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets1,006$25K0.0%N/A0.006%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc93,529$2.28M0.0%-1.5%0.581%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC158,286$3.86M0.0%+4.6%0.983%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP1,464$36K0.0%N/A0.009%Search for SEC Filing on Google Icon
11/7/2025Wealthcare Advisory Partners LLC44,680$1.09M0.0%+11.9%0.277%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.115,641$2.82M0.0%+9.8%0.718%Search for SEC Filing on Google Icon
10/23/2025Next Level Private LLC43,527$1.06M0.3%+11.2%0.270%Search for SEC Filing on Google Icon
10/23/2025Ethos Financial Group LLC53,833$1.31M0.1%+10.8%0.334%Search for SEC Filing on Google Icon
10/22/2025Hennion & Walsh Asset Management Inc.180,063$4.39M0.2%-13.7%1.118%Search for SEC Filing on Google Icon
10/10/2025Focus Financial Network Inc.15,655$0.38M0.0%N/A0.098%Search for SEC Filing on Google Icon
10/9/2025Redhawk Wealth Advisors Inc.40,356$0.98M0.1%+18.4%0.253%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.6,256$0.16M0.0%+24.0%0.039%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.66,899$1.66M0.0%-2.4%0.419%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC14,328$0.36M0.0%N/A0.090%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.30,868$0.77M0.0%-6.6%0.194%Search for SEC Filing on Google Icon
8/13/2025Lido Advisors LLC186,253$4.62M0.0%+43.1%1.168%Search for SEC Filing on Google Icon
8/13/2025Virtus Investment Advisers LLC36,300$0.90M0.3%-15.9%0.228%Search for SEC Filing on Google Icon
8/12/2025Advisors Asset Management Inc.105,285$2.61M0.0%-8.1%0.660%Search for SEC Filing on Google Icon
8/12/2025Laurel Wealth Advisors LLC5,977$0.15M0.0%+2,380.1%0.037%Search for SEC Filing on Google Icon
8/12/2025Legal & General Group Plc94,950$2.35M0.0%+1.1%0.595%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.7,313$0.18M0.0%-33.0%0.046%Search for SEC Filing on Google Icon
8/6/2025Ethos Financial Group LLC48,596$1.21M0.1%+6.8%0.310%Search for SEC Filing on Google Icon
7/30/2025D.A. Davidson & CO.31,109$0.77M0.0%+3.6%0.199%Search for SEC Filing on Google Icon
7/29/2025International Assets Investment Management LLC52,610$1.31M0.1%-4.1%0.336%Search for SEC Filing on Google Icon
7/25/2025Concurrent Investment Advisors LLC9,768$0.24M0.0%N/A0.062%Search for SEC Filing on Google Icon
7/22/2025Wealthcare Advisory Partners LLC39,926$0.99M0.0%+21.4%0.255%Search for SEC Filing on Google Icon
7/17/2025Janney Montgomery Scott LLC8,077$0.20M0.0%-12.5%0.052%Search for SEC Filing on Google Icon
7/10/2025Redhawk Wealth Advisors Inc.34,092$0.85M0.1%N/A0.222%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.114,511$2.90M0.1%+6.6%0.745%Search for SEC Filing on Google Icon
5/15/2025Cubist Systematic Strategies LLC10,869$0.28M0.0%N/A0.071%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada23,476$0.60M0.0%+4.5%0.153%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP66,974$1.70M0.0%+4.6%0.436%Search for SEC Filing on Google Icon
5/14/2025BI Asset Management Fondsmaeglerselskab A S50,232$1.27M0.0%-14.9%0.327%Search for SEC Filing on Google Icon
5/13/2025Ethos Financial Group LLC45,507$1.15M0.1%N/A0.296%Search for SEC Filing on Google Icon
5/13/2025Kovitz Investment Group Partners LLC12,094$0.31M0.0%-79.5%0.079%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.29,509$0.75M0.0%+147.7%0.206%Search for SEC Filing on Google Icon
5/7/2025LPL Financial LLC88,665$2.25M0.0%+1.6%0.618%Search for SEC Filing on Google Icon
5/6/2025Cetera Investment Advisers10,049$0.26M0.0%N/A0.070%Search for SEC Filing on Google Icon
5/6/2025Wedbush Securities Inc.10,700$0.27M0.0%+23.0%0.075%Search for SEC Filing on Google Icon
5/5/2025Private Advisor Group LLC125,792$3.19M0.0%+2.9%0.877%Search for SEC Filing on Google Icon
4/24/2025Sunbelt Securities Inc.6,932$0.18M0.0%+36.4%0.048%Search for SEC Filing on Google Icon
4/24/2025Bartlett & CO. Wealth Management LLC2,000$51K0.0%+300.0%0.014%Search for SEC Filing on Google Icon
4/23/2025International Assets Investment Management LLC54,886$1.39M0.0%-31.0%0.383%Search for SEC Filing on Google Icon
4/22/2025Cambridge Investment Research Advisors Inc.15,700$0.40M0.0%N/A0.109%Search for SEC Filing on Google Icon
4/10/2025Hennion & Walsh Asset Management Inc.193,168$4.89M0.2%+33.4%1.346%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP145,100$3.47M0.0%-1.3%1.011%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP128,379$3.07M0.0%+6.3%0.895%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC105,129$2.52M0.0%-15.0%0.733%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.59,961$1.43M0.0%-7.4%0.418%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC10,520$0.25M0.0%N/A0.073%Search for SEC Filing on Google Icon
2/14/2025Lido Advisors LLC94,981$2.27M0.0%+32.1%0.662%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp11,315$0.27M0.0%N/A0.079%Search for SEC Filing on Google Icon
2/14/2025Virtus ETF Advisers LLC33,759$0.81M0.3%-2.2%0.235%Search for SEC Filing on Google Icon
2/14/2025Kovitz Investment Group Partners LLC59,050$1.41M0.0%-5.6%0.411%Search for SEC Filing on Google Icon
2/14/2025BI Asset Management Fondsmaeglerselskab A S59,059$1.41M0.0%+4.8%0.412%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP35,962$0.86M0.0%N/A0.251%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC13,235$0.32M0.0%N/A0.092%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.34,032$0.81M0.0%N/A0.237%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc90,997$2.17M0.0%-11.0%0.634%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN109,784$2.63M0.0%+3.1%0.765%Search for SEC Filing on Google Icon
2/12/2025Trexquant Investment LP64,017$1.53M0.0%+133.0%0.446%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.6,789$0.16M0.0%+35.8%0.047%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC87,304$2.09M0.0%-5.9%0.608%Search for SEC Filing on Google Icon
2/10/2025Advisors Asset Management Inc.107,401$2.57M0.0%-4.4%0.749%Search for SEC Filing on Google Icon
2/10/2025Commonwealth Equity Services LLC15,411$0.37M0.0%-7.6%0.107%Search for SEC Filing on Google Icon
2/10/2025Connor Clark & Lunn Investment Management Ltd.11,914$0.29M0.0%N/A0.083%Search for SEC Filing on Google Icon
2/7/2025HighTower Advisors LLC11,124$0.27M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.34,032$0.81M0.0%N/A0.237%Search for SEC Filing on Google Icon
2/6/2025Promus Capital LLC1,273$30K0.0%N/A0.009%Search for SEC Filing on Google Icon
2/3/2025Private Advisor Group LLC122,295$2.93M0.0%-5.7%0.852%Search for SEC Filing on Google Icon
1/31/2025D.A. Davidson & CO.29,929$0.72M0.0%+10.8%0.209%Search for SEC Filing on Google Icon
1/17/2025Janney Montgomery Scott LLC8,882$0.21M0.0%N/A0.062%Search for SEC Filing on Google Icon
1/15/2025Wealthcare Advisory Partners LLC32,845$0.79M0.0%+2.9%0.229%Search for SEC Filing on Google Icon
1/15/2025Hennion & Walsh Asset Management Inc.144,817$3.46M0.2%+4.8%1.009%Search for SEC Filing on Google Icon
1/8/2025International Assets Investment Management LLC79,569$1.93M0.1%-29.1%0.577%Search for SEC Filing on Google Icon
12/26/2024JPMorgan Chase & Co.5,000$0.12M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/25/2024PVG Asset Management Corp10,165$0.24M0.9%N/A0.074%Search for SEC Filing on Google Icon
11/15/2024Kovitz Investment Group Partners LLC62,545$1.45M0.0%N/A0.453%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.27,000$0.63M0.0%-2.7%0.196%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.112,373$2.61M0.0%-2.3%0.814%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.138,185$3.21M0.1%+14.4%1.005%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC112,238$2.60M0.0%+2,268.4%0.817%Search for SEC Filing on Google Icon
10/10/2024Next Level Private LLC39,154$0.91M0.4%+20.3%0.285%Search for SEC Filing on Google Icon
8/19/2024B. Riley Wealth Advisors Inc.9,885$0.23M0.0%+8.4%0.072%Search for SEC Filing on Google Icon
8/8/2024TMD Wealth Management LLC67,730$1.54M0.3%-0.7%0.493%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.9,900$0.23M0.0%+12.2%0.072%Search for SEC Filing on Google Icon
8/5/2024Private Advisor Group LLC129,550$2.94M0.0%+2.7%0.942%Search for SEC Filing on Google Icon
8/2/2024Next Level Private LLC32,535$0.74M0.3%+3.4%0.237%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC22,224$0.51M0.0%+8.2%0.162%Search for SEC Filing on Google Icon
7/30/2024International Assets Investment Management LLC4,739$0.11M0.0%N/A0.034%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.120,806$2.74M0.1%-3.6%0.879%Search for SEC Filing on Google Icon
Data available starting January 2016

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Saratoga Investment logo
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. was formed on 2007 and is based in New York, New York with an additional office in Florham Park, New Jersey.
Read More on Saratoga Investment

Today's Range

Now: $23.22
Low: $23.00
High: $23.30

50 Day Range

MA: $22.46
Low: $21.56
High: $23.33

52 Week Range

Now: $23.22
Low: $21.10
High: $26.17

Volume

71,491 shs

Average Volume

83,711 shs

Market Capitalization

$373.84 million

P/E Ratio

9.92

Dividend Yield

12.98%

Beta

0.54

Who are the major institutional investors of Saratoga Investment?

Saratoga Investment's top institutional investors include:
  1. Lido Advisors LLC — 1.23%
  2. Hennion & Walsh Asset Management Inc. — 1.12%
  3. Private Advisor Group LLC — 0.98%
  4. Advisors Asset Management Inc. — 0.72%
  5. Two Sigma Investments LP — 0.71%
  6. Legal & General Group Plc — 0.58%
Learn More about top institutional investors of Saratoga Investment stock.

Which institutional investors are selling Saratoga Investment stock?

During the last quarter, SAR stock was sold by these institutional investors:
  1. Two Sigma Investments LP
  2. Hennion & Walsh Asset Management Inc.
  3. Raymond James Financial Inc.
  4. Citadel Advisors LLC
  5. Bard Associates Inc.
  6. Legal & General Group Plc

Which institutional investors are buying Saratoga Investment stock?

In the last quarter, SAR stock was bought by institutional investors including:
  1. Brevan Howard Capital Management LP
  2. Focus Financial Network Inc.
  3. Susquehanna International Group LLP
  4. Aquatic Capital Management LLC
  5. Lido Advisors LLC
  6. Advisors Asset Management Inc.
  7. Sunbelt Securities Inc.
  8. Private Advisor Group LLC