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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

66 managers (67 13F filers) reported a position in SAR shares at 2024-12-31, 2,210,542 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
67
New
12
Added
16
Reduced
16
Sold out
6
Shares held by filers
2,210,542

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding273,479$6.54M+5,656Timeline
Hennion & Walsh Asset Management, Inc.144,817$3.46M0.16%+6,63213F-HRTimeline
Private Advisor Group, LLC122,295$2.93M0.02%-7,32613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,784$2.63M<0.01%+3,29213F-HRTimelineGroup
Advisors Asset Management, Inc.107,401$2.57M0.05%-4,97213F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC105,129$2.51M<0.01%-18,49113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC94,981$2.27M0.01%+23,08913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY94,192$2.25M<0.01%+9,25713F-HR/ATimelineGroup
Legal & General Group Plcin group Legal & General Group Plc90,997$2.17M<0.01%-11,22713F-HRTimelineGroup
LPL Financial LLC87,304$2.09M<0.01%-5,46313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…79,569$1.93M0.16%-32,66913F-HRTimeline
Trexquant Investment LP64,017$1.53M0.02%+36,54413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,961$1.43M<0.01%-4,77713F-HRTimelineGroup
NorthCoast Asset Management LLC59,239$1.42M0.01%-3,30613F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…59,059$1.41M0.01%+2,69413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.52,998$1.27M<0.01%+13,97213F-HRTimelineGroup
Palogic Value Management, L.P.46,680$1.12M0.45%013F-HR/ATimeline
Qube Research & Technologies Ltd43,852$1.05M<0.01%-2,50813F-HRTimeline
Next Level Private LLC39,154$937K0.38%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP35,962$860K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,032$814K<0.01%13F-HR/ATimelineGroup
JB CAPITAL PARTNERS LP33,847$810K0.15%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…33,759$808K0.33%-75713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,845$786K0.02%+91113F-HRTimelineGroup
Curi Capital, LLC30,000$718K0.02%013F-HRTimeline
D.A. DAVIDSON & CO.29,929$716K0.01%+2,92913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,458$537K<0.01%+28513F-HRTimelineGroup
PFG Advisors22,074$528K0.03%-37513F-HRTimeline
Campbell & CO Investment Adviser LLC20,505$490K0.04%+6,71413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,889$428K<0.01%new13F-HRTimelineGroup
BARD ASSOCIATES INC15,945$381K0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,411$369K<0.01%-1,27613F-HRTimeline
Mariner, LLCin group Mariner, LLC13,235$317K<0.01%new13F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…11,914$285K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,315$271K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC11,124$266K<0.01%new13F-HRTimeline
DAVIDSON TRUST CO11,000$263K0.14%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,520$252K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,382$248K<0.01%-6613F-HRTimeline
Janney Montgomery Scott LLC8,882$212K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC8,700$208K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,789$162K<0.01%+1,78913F-HRTimelineGroup
Register Financial Advisors LLC5,894$141K0.07%+2613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,376$129K<0.01%-1,44613F-HR/ATimelineGroup
Sunbelt Securities, Inc.5,082$121K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,269$54.3K<0.01%013F-HRTimeline
Promus Capital, LLC1,273$30.4K0.02%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,000$23.9K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$23.9K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$23.9K0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG954$22.8K<0.01%+3313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/700$16.7K<0.01%013F-HRTimelineGroup
PFS Partners, LLC503$12K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$12K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC241$5.76K<0.01%013F-HRTimeline
SIGNATUREFD, LLC222$5.31K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC247$5K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$4.9K<0.01%-20013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…188$4.69K<0.01%+18813F-HRTimeline
Financial Management Professionals, Inc.181$4.33K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$2.39K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC93$2.23K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC78$1.87K<0.01%new13F-HRTimeline
Hurley Capital, LLC13$311<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$48<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$24<0.01%new13F-HRTimelineGroup