Security key
80349A208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 1,865,870
- Total 13F value
- $47,122,888
- Share change
- -419,908
- Put/Call ratio
- 3.5%
- SEC-reported price per share
- $25.28
- Number of holders
- 57
- Value change
- -$10,636,306
- Number of buys
- 35
- Number of sells
- 16
Open additional details 1 more signal available
Report period
Q1 2023
Institutions
57
Top holders
10
SAR full security history
Ownership snapshot
Full 13F holder table
SARATOGA INVESTMENT CORP. SEC filings
SARATOGA INVESTMENT CORP. company facts
Broader feeds
Ownership snapshot
Top reported holders of SAR - SARATOGA INVESTMENT CORP. - COM NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BDCM CT, L.L.C.
Disclosed value leader
BDCM CT, L.L.C.
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F
Highest disclosed value: $24,249,657
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BDCM CT, L.L.C. has the largest disclosed position value at $24.25M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BDCM CT, L.L.C.'s linked filing trail.
Disclosed position value
Top 5
BDCM CT, L.L.C.
$24.25M
Advisors Asset Management, Inc.
$3.41M
Hennion & Walsh Asset Management,...
$2.89M
WELLS FARGO & COMPANY/MN
$2.13M
RAYMOND JAMES & ASSOCIATES
$2.1M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BDCM CT, L.L.C. |
13F
Company
|
—
class O/S missing
|
$24,249,657
951,340 shares
|
— | 31 Dec 2022 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,405,082
133,585 shares
|
— | 31 Dec 2022 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,893,000
113,479 shares
|
— | 31 Dec 2022 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$2,129,664
83,549 shares
|
— | 31 Dec 2022 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
—
class O/S missing
|
$2,103,430
82,521 shares
|
— | 31 Dec 2022 |
| Legal & General Group Plc |
13F
Company
|
—
class O/S missing
|
$2,029,438
79,617 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
57
Shares
1,865,870
Rows available
57
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q1 2023 Across Filers
Q1 2023 holders
57
Q1 2023 holders
57
Holder diff
0
| Investor | Q1 2023 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q1 2023 value | Value change | Value Chg % |
|---|