SAR

Saratoga Investment Corp

Latest period2024 - Q4Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Saratoga Investment Corp (SAR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Saratoga Investment Corp (SAR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Saratoga Investment Corp (SAR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Saratoga Investment Corp (SAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 4.8%
0.16%
$3.464M
144,817 shares@ 23.93 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -29.1%
0.17%
$1.929M
79,569 shares@ 24.25 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.86%
0.03%
$785,650
32,845 shares@ 23.92 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$212,000
8,882 shares@ 23.87 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$11,960
500 shares@ 23.92 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
0.01%
$5,765
241 shares@ 23.93 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
0.01%
$4,330
181 shares@ 23.93 avg price