Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Saratoga Investment Corp. inkluderar Redhawk Wealth Advisors, Inc., Concurrent Investment Advisors, LLC, Evolution Wealth Management Inc., GWM Advisors LLC, Harbor Asset Planning, Inc., MAI Capital Management, och West Financial Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Signaturefd, Llc | 439 | 29,50 | 11 | 25,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 | 3 000,00 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 69 598 | 34,06 | 1 726 | 31,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 96 684 | 9,04 | 2 398 | 6,77 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 186 253 | 43,13 | 4 619 | 40,14 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 48 596 | 6,79 | 1 205 | 4,60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 358 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 324 | 3,97 | 0 | |||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 39 452 | 5,60 | 961 | 3,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 261 | 6 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 645 | 16 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 14 188 | 1 353,69 | 352 | 1 362,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 839 | 1,01 | 269 | −1,11 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 259 | 6 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 208 608 | 7,99 | 5 173 | 5,74 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 17 845 | 47,55 | 442 | 44,44 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 328 | 355 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 100 920 | 0,65 | 2 503 | −1,46 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5 932 | 0,34 | 147 | −1,34 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34 092 | 845 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 256 | 24,00 | 155 | 22,05 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 437 | 14,10 | 11 | 11,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24 287 | 44,10 | 1 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 109 | 3,64 | 772 | 1,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21 911 | 0,03 | 543 | −1,99 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 977 | 2 380,08 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 125 | 3 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 39 926 | 21,41 | 990 | 18,85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 700 | 250,00 | 17 | 325,00 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 94 950 | 1,09 | 2 352 | −1,05 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 14 | 7,69 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 51 | 1 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151 280 | 20,26 | 3 752 | 17,73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 092 | 0,43 | 250 | −1,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 16 100 | 399 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 768 | 242 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19 900 | 70,09 | 494 | 66,55 |
