SARATOGA INVT CORP

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SAR·80349A208·US·Common Stock·Financial Services - Asset Management-13D/G

SAR (SARATOGA INVT CORP) is held by 27 institutional investors as of Q1 2026. Largest holders: Lido Advisors, LLC ($4.4M), Private Advisor Group, LLC ($3.6M), Legal & General Group Plc ($2.7M). Net institutional sentiment: Mixed.

27

Holders

Avg rating(3 Elite)

$24.7M

Total Value

59% (33)

Fund Consensus

17 buying - 12 selling

Smart Money Verdict

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Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Held by 27 funds

3 elite

Who's Trading

ActivistTRUIST FINANCIAL CORP0.0%Jul 2, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (27)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Lido Advisors, LLC	Unchanged	199,138	$4.4M	0.0%	+4.10%	0
Private Advisor Group, LLC	Increased	165,139(+1.1%)	$3.6M	0.0%	+20.43%	27
Legal & General Group Plc	Increased	122,941(+4.8%)	$2.7M	0.0%	+37.49%	28
LPL Financial LLC	Increased	113,995(+0.2%)	$2.5M	0.0%	+40.09%	26
WELLS FARGO & COMPANY/MN	Increased	85,267(+2.9%)	$1.9M	0.0%	+16.38%	27
TWO SIGMA INVESTMENTS, LP	Decreased	54,746(-18.9%)	$1.2M	0.0%	+7.58%	0
BlackRock, Inc.	Decreased	54,596(-42.6%)	$1.2M	0.0%	+2.15%	0
RAYMOND JAMES FINANCIAL INC	Increased	48,454(+88.8%)	$1.1M	0.0%	-0.22%	39
MORGAN STANLEY	Decreased	28,286(-6.8%)	$618,615	0.0%	+20.08%	0
FWFocus Partners Wealth	Increased	27,709(+8.2%)	$606,009	0.0%	-3.14%	26
UBS Group AG	Increased	27,280(+109.5%)	$596,613	0.0%	-4.79%	39
BANK OF AMERICA CORP /DE/	Increased	25,027(+2243.3%)	$547,340	0.0%	-6.21%	27
CITADEL ADVISORS LLC	Increased	23,303(+26.2%)	$509,637	0.0%	-3.65%	30
OSAIC HOLDINGS, INC.	Increased	22,694(+23.3%)	$496,316	0.0%	+12.04%	29
Cetera Investment Advisers	Increased	22,301(+2.2%)	$487,717	0.0%	-2.53%	25
D.A. DAVIDSON & CO.	Increased	18,303(+0.6%)	$400,307	0.0%	+38.81%	24
AMERIPRISE FINANCIAL INC	Decreased	18,131(-72.4%)	$396,528	0.0%	+22.58%	0
ROYAL BANK OF CANADA	Increased	17,950(+3.2%)	$393,000	0.0%	+6.46%	25
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	17,182(-7.8%)	$375,770	0.0%	+11.14%	0
HighTower Advisors, LLC	Increased	10,221(+0.1%)	$223,529	0.0%	+7.21%	23

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer