Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / COM NEW
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
1,268,604
-
Shares change
-
-244,303
-
Total reported value, excl. options
-
$32,108,265
-
Value change
-
-$5,964,126
-
Number of buys
-
22
-
Number of sells
-
-20
-
Price
-
$25.31
Significant Holders of SARATOGA INVESTMENT CORP. - COM NEW (SAR) as of Q1 2021
52 filings reported holding SAR - SARATOGA INVESTMENT CORP. - COM NEW as of Q1 2021.
SARATOGA INVESTMENT CORP. - COM NEW (SAR) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,268,604 shares
.
Largest 10 shareholders include Advisors Asset Management, Inc. (113,082 shares), Callodine Capital Management, LP (106,473 shares), PUTNAM INVESTMENTS LLC (106,220 shares), Hennion & Walsh Asset Management, Inc. (101,467 shares), Legal & General Group Plc (79,665 shares), LPL Financial LLC (68,504 shares), TRUIST FINANCIAL CORP (65,249 shares), WELLS FARGO & COMPANY/MN (64,816 shares), Cerity Partners LLC (56,984 shares), and ADVISOR GROUP HOLDINGS, INC. (54,425 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.