SAR

Saratoga Investment CORP

-$43.4M

Net Activity

Institutions Holding

3

Popularity Rank

#4538

Avg Weight

0.01%

Total Value

$1.1M

Ownership Trend

3 institutions currently hold SAR, with 0 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

WA
Wealthcare Advisory Partners LLC
$1.1M
SI
Strategic Investment Solutions, Inc. /IL
$2.2K
M&
MJT & Associates Financial Advisory Group, Inc.
$2.1K

Top 5 by Conviction

WA
Wealthcare Advisory Partners LLC
0.02%
SI
Strategic Investment Solutions, Inc. /IL
0.00%
M&
MJT & Associates Financial Advisory Group, Inc.
0.00%
View all 3 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$1.6M

Total Sell Value

New buy0
Trim1
Add0
Sold out1

0

Net Buyers

2

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-07
2026-07-07

Saratoga Investment Corp. issued a press release on July 7, 2026, announcing its financial results for the quarter ended May 31, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing, which itself contains no additional financial details.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding SARATOGA INVESTMENT CORP (SAR)?
Major stakeholders currently include Wealthcare Advisory Partners LLC ($1.1M), Strategic Investment Solutions, Inc. /IL ($2.2K), MJT & Associates Financial Advisory Group, Inc. ($2.1K). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in SAR.
What is the overall institutional sentiment toward SAR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $43.4M, driven by 0 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their SAR positions?
In the latest period, 1 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $1.6M.
Are there any notable investors adding SAR to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in SAR during the last reporting period.

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