SAR Insider Trading

Insider Ownership Percentage: 13.20%
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.

Skip ChartChart Data in Insider Trading History Table

Saratoga Investment Share Price & Price History

Current Price: $23.16
Price Change: Price Increase of +0.01 (0.04%)
As of 07/24/2024 12:13 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  
8/2/2022Steven M LooneyDirectorBuy1,250$23.54$29,425.003,758View 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
7/20/2024Hennion & Walsh Asset Management Inc.120,806$2.74M0.1%-3.6%0.879%Search for SEC Filing on Google Icon
5/15/2024Alpine Global Management LLC31,299$0.73M0.2%N/A0.228%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd29,641$0.69M0.0%-70.5%0.216%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.126,165$2.93M0.1%+5.7%0.921%Search for SEC Filing on Google Icon
5/8/2024Avantax Advisory Services Inc.11,393$0.26M0.0%+7.9%0.083%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC22,843$0.53M0.0%+21.3%0.167%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC126,133$2.93M0.0%+14.3%0.924%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.125,373$2.91M0.2%+1.7%0.918%Search for SEC Filing on Google Icon
4/15/2024Wealthcare Advisory Partners LLC30,602$0.71M0.0%N/A0.224%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%Search for SEC Filing on Google Icon
2/14/2024Quadrature Capital Ltd100,385$2.60M0.0%+80.3%0.735%Search for SEC Filing on Google Icon
2/14/2024TMD Wealth Management LLC58,780$1.52M0.4%N/A0.431%Search for SEC Filing on Google Icon
2/13/2024Bard Associates Inc.15,945$0.41M0.2%-3.3%0.117%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP15,275$0.40M0.0%-49.3%0.112%Search for SEC Filing on Google Icon
2/9/2024D.A. Davidson & CO.24,191$0.63M0.0%+4.4%0.177%Search for SEC Filing on Google Icon
2/9/2024Hillsdale Investment Management Inc.3,100$80K0.0%-36.7%0.023%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd13,522$0.35M0.0%N/A0.099%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC18,827$0.49M0.0%+8.3%0.138%Search for SEC Filing on Google Icon
2/7/2024Avantax Advisory Services Inc.10,561$0.27M0.0%+17.9%0.077%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC28,857$0.75M0.0%+129.0%0.211%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC110,351$2.85M0.0%+34.0%0.808%Search for SEC Filing on Google Icon
2/1/2024Larson Financial Group LLC9,664$0.25M0.0%+5.6%0.071%Search for SEC Filing on Google Icon
2/1/2024Significant Wealth Partners LLC39,560$1.02M0.7%N/A0.290%Search for SEC Filing on Google Icon
1/26/2024Cerity Partners LLC16,662$0.43M0.0%N/A0.122%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC86,042$2.23M0.0%+2,604.0%0.630%Search for SEC Filing on Google Icon
1/19/2024PFG Advisors23,228$0.60M0.0%-7.9%0.170%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates33,808$0.87M0.0%-32.0%0.248%Search for SEC Filing on Google Icon
12/1/2023B. Riley Wealth Advisors Inc.9,115$0.23M0.0%-52.1%0.070%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.140,051$3.60M0.1%+8.9%1.068%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd55,663$1.43M0.0%+240.1%0.425%Search for SEC Filing on Google Icon
11/14/2023Alpine Global Management LLC52,000$1.34M0.3%N/A0.396%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP30,157$0.78M0.0%N/A0.230%Search for SEC Filing on Google Icon
11/13/2023C M Bidwell & Associates Ltd.1,385$36K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC17,383$0.45M0.0%+97.1%0.133%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.11,655$0.30M0.0%+6.9%0.089%Search for SEC Filing on Google Icon
11/7/2023Virtus ETF Advisers LLC21,088$0.54M0.3%+128.0%0.161%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP6,565$0.17M0.0%+170.6%0.050%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC1,441$37K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC12,601$0.32M0.0%+23.5%0.096%Search for SEC Filing on Google Icon
11/3/2023Private Advisor Group LLC82,324$2.12M0.0%+38.7%0.628%Search for SEC Filing on Google Icon
10/27/2023Hennion & Walsh Asset Management Inc.82,974$2.13M0.1%+2.7%0.633%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates49,691$1.28M0.0%-22.1%0.379%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC19,040$0.49M0.0%+56.8%0.145%Search for SEC Filing on Google Icon
10/13/2023PFG Advisors25,229$0.65M0.1%-4.4%0.211%Search for SEC Filing on Google Icon
10/12/2023IFP Advisors Inc1,500$39K0.0%-82.0%0.013%Search for SEC Filing on Google Icon
10/4/2023International Assets Investment Management LLC3,182$81K0.0%N/A0.027%Search for SEC Filing on Google Icon
8/15/2023Black Diamond Capital Management L.L.C.96,507$2.61M1.6%-78.2%0.806%Search for SEC Filing on Google Icon
8/10/2023Private Advisor Group LLC59,374$1.60M0.0%+4.9%0.496%Search for SEC Filing on Google Icon
8/10/2023Cetera Advisors LLC8,325$0.23M0.0%N/A0.069%Search for SEC Filing on Google Icon
8/8/2023Chicago Partners Investment Group LLC9,409$0.25M0.0%-53.2%0.079%Search for SEC Filing on Google Icon
8/4/2023IFP Advisors Inc8,312$0.19M0.0%-5.8%0.069%Search for SEC Filing on Google Icon
8/3/2023Atria Wealth Solutions Inc.10,905$0.29M0.0%+28.2%0.091%Search for SEC Filing on Google Icon
8/3/2023Mackenzie Financial Corp23,846$0.65M0.0%-22.8%0.199%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC71,819$1.94M0.0%+10.7%0.599%Search for SEC Filing on Google Icon
7/28/2023First Republic Investment Management Inc.7,500$0.20M0.0%-45.2%0.063%Search for SEC Filing on Google Icon
7/27/2023B. Riley Wealth Advisors Inc.19,010$0.51M0.0%-8.7%0.159%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC8,820$0.24M0.0%N/A0.074%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates63,809$1.72M0.0%-8.3%0.533%Search for SEC Filing on Google Icon
7/17/2023Claybrook Capital LLC41,817$1.13M0.6%+25.0%0.349%Search for SEC Filing on Google Icon
7/10/2023SG Americas Securities LLC8,168$0.22M0.0%N/A0.069%Search for SEC Filing on Google Icon
6/14/2023Atria Wealth Solutions Inc.8,505$0.22M0.0%N/A0.072%Search for SEC Filing on Google Icon
5/16/2023Black Diamond Capital Management L.L.C.441,770$11.17M6.4%-53.6%3.725%Search for SEC Filing on Google Icon
5/12/2023Palogic Value Management L.P.48,780$1.23M0.6%-2.4%0.411%Search for SEC Filing on Google Icon
5/11/2023Cerity Partners LLC24,711$0.63M0.0%-7.1%0.208%Search for SEC Filing on Google Icon
5/10/2023Private Advisor Group LLC56,574$1.43M0.0%N/A0.477%Search for SEC Filing on Google Icon
5/4/2023Larson Financial Group LLC8,923$0.23M0.0%+5.4%0.075%Search for SEC Filing on Google Icon
4/28/2023Avantax Advisory Services Inc.8,779$0.22M0.0%N/A0.074%Search for SEC Filing on Google Icon
4/25/2023D.A. Davidson & CO.22,755$0.58M0.0%+12.5%0.191%Search for SEC Filing on Google Icon
4/24/2023Mackenzie Financial Corp30,908$0.78M0.0%+40.4%0.260%Search for SEC Filing on Google Icon
4/24/2023Ahrens Investment Partners LLC1,272$32K0.0%N/A0.011%Search for SEC Filing on Google Icon
4/21/2023PFG Advisors26,391$0.67M0.1%-6.5%0.222%Search for SEC Filing on Google Icon
4/20/2023Hennion & Walsh Asset Management Inc.97,345$2.46M0.2%-14.2%0.819%Search for SEC Filing on Google Icon
4/19/2023International Assets Investment Management LLC3,116$79K0.0%N/A0.026%Search for SEC Filing on Google Icon
4/18/2023Claybrook Capital LLC33,445$0.85M0.5%+5.0%0.281%Search for SEC Filing on Google Icon
4/18/2023IFP Advisors Inc8,828$0.20M0.0%+29.9%0.074%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates69,576$1.76M0.0%-15.7%0.585%Search for SEC Filing on Google Icon
4/10/2023Next Level Private LLC28,459$0.72M0.6%+2.8%0.239%Search for SEC Filing on Google Icon
3/22/2023Pictet North America Advisors SA44,468$1.13M0.2%+2.5%0.374%Search for SEC Filing on Google Icon
3/15/2023B. Riley Wealth Advisors Inc.20,770$0.54M0.0%+24.0%0.175%Search for SEC Filing on Google Icon
3/6/2023Rockefeller Capital Management L.P.8,209$0.21M0.0%-55.2%0.069%Search for SEC Filing on Google Icon
2/15/2023Black Diamond Capital Management L.L.C.951,340$24.25M14.9%-9.3%8.001%Search for SEC Filing on Google Icon
2/13/2023Advisors Asset Management Inc.133,585$3.41M0.1%-11.4%1.124%Search for SEC Filing on Google Icon
2/13/2023Advisory Research Inc.30,351$0.77M0.1%-15.0%0.255%Search for SEC Filing on Google Icon
2/8/2023Raymond James & Associates82,521$2.10M0.0%-3.5%0.694%Search for SEC Filing on Google Icon
2/8/2023Belpointe Asset Management LLC1,000$25K0.0%N/A0.008%Search for SEC Filing on Google Icon
2/7/2023Commonwealth Equity Services LLC8,564$0.22M0.0%N/A0.072%Search for SEC Filing on Google Icon
2/7/2023LPL Financial LLC68,464$1.75M0.0%+2.9%0.576%Search for SEC Filing on Google Icon
2/6/2023Banque Pictet & Cie SA44,468$1.13M0.0%+2.5%0.374%Search for SEC Filing on Google Icon
2/3/2023D.A. Davidson & CO.20,218$0.52M0.0%-5.2%0.170%Search for SEC Filing on Google Icon
1/30/2023PFG Advisors28,217$0.72M0.1%-2.0%0.237%Search for SEC Filing on Google Icon
1/24/2023Claybrook Capital LLC31,864$0.81M0.5%+40.6%0.268%Search for SEC Filing on Google Icon
1/18/2023Private Advisor Group LLC54,224$1.38M0.0%+18.1%0.456%Search for SEC Filing on Google Icon
1/12/2023Hennion & Walsh Asset Management Inc.113,479$2.89M0.2%+1.2%0.954%Search for SEC Filing on Google Icon
11/14/2022Virtus ETF Advisers LLC16,210$0.34M0.1%-6.1%0.136%Search for SEC Filing on Google Icon
11/14/2022Pictet North America Advisors SA43,403$0.90M0.1%+2.4%0.365%Search for SEC Filing on Google Icon
11/14/2022Hennion & Walsh Asset Management Inc.112,137$2.33M0.2%+10.0%0.942%Search for SEC Filing on Google Icon
11/8/2022Advisors Asset Management Inc.150,799$3.13M0.1%+4.7%1.267%Search for SEC Filing on Google Icon
11/7/2022Davidson Trust Co.11,000$0.23M0.2%-15.4%0.092%Search for SEC Filing on Google Icon
11/4/2022First Republic Investment Management Inc.13,677$0.28M0.0%+14.2%0.115%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: $23.16
Low: $23.15
High: $23.29

50 Day Range

MA: $23.31
Low: $22.46
High: $24.44

52 Week Range

Now: $23.16
Low: $22.35
High: $27.68

Volume

8,344 shs

Average Volume

82,633 shs

Market Capitalization

$318.36 million

P/E Ratio

19.14

Dividend Yield

12.75%

Beta

1.31

Who are the company insiders with the largest holdings of Saratoga Investment?

Saratoga Investment's top insider investors include:
  1. Christian L Oberbeck (CEO)
  2. Steven M Looney (Director)
Learn More about top insider investors at Saratoga Investment.

Who are the major institutional investors of Saratoga Investment?

Saratoga Investment's top institutional investors include:
  1. Hennion & Walsh Asset Management Inc. — 0.88%
Learn More about top institutional investors of Saratoga Investment stock.

Which institutional investors are selling Saratoga Investment stock?

During the previous quarter, SAR stock was sold by these institutional investors:
  1. Hennion & Walsh Asset Management Inc.