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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

67 managers (68 13F filers) reported a position in SAR shares at 2025-03-31, 2,524,730 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
67
13F filers
68
New
7
Added
27
Reduced
13
Sold out
7
Shares held by filers
2,524,730

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding517,867$13.1M+244,388Timeline
Hennion & Walsh Asset Management, Inc.193,168$4.89M0.22%+48,35113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC130,128$3.3M0.02%+35,14713F-HRTimelineGroup
Private Advisor Group, LLC125,792$3.19M0.02%+3,49713F-HRTimeline
Advisors Asset Management, Inc.114,511$2.9M0.05%+7,11013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100,265$2.54M<0.01%-9,51913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc93,930$2.38M<0.01%+2,93313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY92,653$2.35M<0.01%-1,53913F-HRTimelineGroup
LPL Financial LLC88,665$2.25M<0.01%+1,36113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC70,447$1.78M<0.01%-34,68213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,540$1.74M<0.01%+8,57913F-HRTimelineGroup
Trexquant Investment LP66,974$1.7M0.02%+2,95713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…54,886$1.39M0.12%-24,68313F-HRTimeline
Qube Research & Technologies Ltd53,025$1.34M<0.01%+9,17313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,916$1.32M<0.01%-1,08213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…50,232$1.27M0.01%-8,82713F-HRTimelineGroup
Palogic Value Management, L.P.46,680$1.18M0.52%013F-HR/ATimeline
Ethos Financial Group, LLC45,507$1.15M0.11%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding43,188$1.09M+9,429Timeline
Next Level Private LLC39,154$992K0.37%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,043$989K<0.01%+21,15413F-HRTimelineGroup
JB CAPITAL PARTNERS LP33,847$839K0.18%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,032$837K<0.01%-1,00013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,886$833K0.02%+4113F-HRTimelineGroup
D.A. DAVIDSON & CO.30,016$760K0.01%+8713F-HRTimeline
Curi Capital, LLC30,000$760K0.02%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…29,509$747K<0.01%+17,59513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP28,083$711K<0.01%-7,87913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,476$595K<0.01%+1,01813F-HR/ATimelineGroup
PFG Advisors21,905$555K0.03%-16913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,854$427K<0.01%+1,44313F-HRTimeline
BARD ASSOCIATES INC15,945$404K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…15,700$398K<0.01%new13F-HRTimeline
NorthCoast Asset Management LLC12,094$306K<0.01%-47,14513F-HR/ATimeline
DAVIDSON TRUST CO11,000$279K0.13%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,923$277K<0.01%+4,13413F-HRTimelineGroup
Cubist Systematic Strategies, LLC10,869$275K<0.01%new13F-HRTimeline
HighTower Advisors, LLC10,731$272K<0.01%-39313F-HRTimeline
WEDBUSH SECURITIES INC10,700$271K0.01%+2,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,382$263K<0.01%013F-HRTimeline
Cetera Investment Advisers10,049$255K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,229$234K<0.01%+34713F-HRTimeline
Sunbelt Securities, Inc.6,932$176K0.02%+1,85013F-HRTimeline
Register Financial Advisors LLC5,912$150K0.08%+1813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,045$128K<0.01%-33113F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,269$57.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$50.7K<0.01%+1,50013F-HRTimeline
Promus Capital, LLC1,273$32.2K0.02%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,000$25.3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$25.3K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$25.3K0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG976$24.7K<0.01%+2213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/700$17.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC568$14K<0.01%+32113F-HRTimeline
PFS Partners, LLC503$12.7K0.01%013F-HRTimeline
NewSquare Capital LLC500$12.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC339$8.59K<0.01%+11713F-HRTimeline
Laurel Wealth Advisors LLC241$6.11K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.181$4.58K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$4.29K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL100$2.53K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…94$2.38K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC81$2.05K<0.01%+313F-HRTimeline
Hurley Capital, LLC13$333<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$25<0.01%013F-HRTimelineGroup
DANSKE BANK A/S1$25<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.