Saratoga Investment Corp. (SAR) ownership: Top institutional holder: Lido Advisors, LLC ($4.36M). Insider activity: Net Seller (0 buys, 1 sells). SEC EDGAR first-party data.
| Holder | Shares | Market Value | Reported |
|---|---|---|---|
| Lido Advisors, LLC | 199138.00 | $4.36M | 2026-03-31 |
| Closed-End Fund Advisors, Inc. | 159499.00 | $3.68M | 2025-12-31 |
| Private Advisor Group, LLC | 165139.00 | $3.61M | 2026-03-31 |
| Legal & General Group Plc | 122941.00 | $2.69M | 2026-03-31 |
| LPL Financial LLC | 113995.00 | $2.49M | 2026-03-31 |
| WELLS FARGO & COMPANY/MN | 85267.00 | $1.86M | 2026-03-31 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 82407.00 | $1.76M | 2026-03-31 |
| Ethos Financial Group, LLC | 52846.00 | $1.22M | 2026-03-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Sell | null | 2026-07-22 |
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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.