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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

65 managers (66 13F filers) reported a position in SAR shares at 2025-06-30, 2,335,578 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
65
13F filers
66
New
7
Added
23
Reduced
17
Sold out
11
Shares held by filers
2,335,578

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding407,640$10.1M-110,227Timeline
Hennion & Walsh Asset Management, Inc.208,608$5.17M0.21%+15,44013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC186,253$4.62M0.02%+56,12513F-HRTimelineGroup
Private Advisor Group, LLC151,280$3.75M0.02%+25,48813F-HRTimeline
Advisors Asset Management, Inc.105,285$2.61M0.05%-9,22613F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100,920$2.5M<0.01%+65513F-HRTimelineGroup
LPL Financial LLC96,684$2.4M<0.01%+8,01913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc94,950$2.35M<0.01%+1,02013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY77,913$1.93M<0.01%-14,74013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.69,598$1.73M<0.01%+17,68213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,899$1.66M<0.01%-1,64113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,610$1.3M0.11%-2,27613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…50,232$1.25M0.01%013F-HRTimelineGroup
Ethos Financial Group, LLC48,596$1.21M0.1%+3,08913F-HRTimeline
Palogic Value Management, L.P.46,680$1.16M0.49%013F-HRTimeline
Trexquant Investment LP43,253$1.07M0.01%-23,72113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,926$990K0.02%+7,04013F-HRTimelineGroup
Next Level Private LLC39,154$971K0.32%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…36,300$900K0.3%-6,88813F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.34,092$845K0.11%new13F-HRTimeline
JB CAPITAL PARTNERS LP33,847$823K0.15%013F-HRTimeline
D.A. DAVIDSON & CO.31,109$772K0.01%+1,09313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,868$766K<0.01%-2,16413F-HRTimelineGroup
Curi Capital, LLC30,000$744K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,287$602K<0.01%+7,43313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,297$553K<0.01%-1,17913F-HR/ATimelineGroup
PFG Advisors21,911$543K0.03%+613F-HRTimeline
NorthCoast Asset Management LLC17,845$442K<0.01%+5,75113F-HRTimeline
Cambridge Investment Research Advisors,…16,324$405K<0.01%+62413F-HRTimeline
BARD ASSOCIATES INC15,845$393K0.13%-10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,328$355K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,188$352K<0.01%+13,21213F-HRTimelineGroup
DAVIDSON TRUST CO11,000$273K0.13%013F-HRTimeline
HighTower Advisors, LLC10,839$269K<0.01%+10813F-HRTimeline
WEDBUSH SECURITIES INC10,700$265K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,328$256K<0.01%-5413F-HRTimeline
Cetera Investment Advisers10,092$250K<0.01%+4313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,768$242K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC8,077$200K<0.01%-1,15213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,313$181K<0.01%-3,61013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,256$155K<0.01%+1,21113F-HR/ATimelineGroup
Register Financial Advisors LLC5,932$147K0.06%+2013F-HRTimeline
Sunbelt Securities, Inc.5,082$122K0.01%-1,85013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$49.6K<0.01%013F-HRTimeline
Promus Capital, LLC1,273$31.6K0.02%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,000$24.8K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$24.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…734$18.2K<0.01%-1,53513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/700$17.4K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$17.4K<0.01%+50013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.645$16K0.02%13F-HRTimeline
PFS Partners, LLC503$12.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC439$10.9K<0.01%+10013F-HRTimeline
NewEdge Advisors, LLC358$8.88K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.261$6.47K0.01%13F-HRTimeline
Aquatic Capital Management LLC259$6.42K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.181$4.49K<0.01%013F-HRTimeline
MAI Capital Management125$3.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$2.48K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…94$2.33K<0.01%013F-HR/ATimeline
West Financial Advisors, LLC51$1.25K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC31$769<0.01%+3013F-HRTimelineGroup
Hurley Capital, LLC14$336<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC1$00%-56713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.