Also trades as: SAY (NYSE) · $vol 0M
SAR Smart Money
Saratoga Investment Corp.
1W: -3.8%
1M: -17.4%
3M: -27.0%
YTD: -39.8%
1Y: -37.2%
3Y: -21.0%
5Y: -24.5%
$13.65
+0.33 (+2.48%)
Weekly Expected Move ±4.8%
$12
$13
$14
$14
$15
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutions
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🏦 Institutional Activity
Latest: Q2 202671
Institutions Holding
-9 vs prior
19.0%
Ownership
-0.86%
6
New
21
Increased
30
Reduced
9
Closed
👔 Insider Trades
14 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Oberbeck Christian L | officer: ceo and director | P-Purchase | 15,000 | $14.83 | $222K | Filing |
| 2026-10-08 | Oberbeck Christian L | officer: ceo and director | P-Purchase | 15,000 | $14.89 | $223K | Filing |
| 2026-09-09 | Oberbeck Christian L | officer: ceo and director | J-J | 290 | $— | $0 | Filing |
| 2026-08-18 | Oberbeck Christian L | officer: ceo and director | J-J | 280 | $— | $0 | Filing |
| 2026-07-22 | Oberbeck Christian L | officer: ceo and director | J-J | 2,560 | $— | $0 | Filing |
| 2026-01-29 | Oberbeck Christian L | officer: ceo and director | G-Gift | 1,000 | $— | $0 | Filing |
| 2025-12-19 | Oberbeck Christian L | officer: ceo and director | G-Gift | 1,000 | $— | $0 | Filing |
| 2025-12-11 | Oberbeck Christian L | officer: ceo and director | G-Gift | 5,200 | $— | $0 | Filing |
| 2025-12-11 | Oberbeck Christian L | officer: ceo and director | G-Gift | 7,800 | $— | $0 | Filing |
| 2025-09-23 | Oberbeck Christian L | officer: ceo and director | J-Other | 606 | $— | $0 | Filing |
| 2025-07-31 | Oberbeck Christian L | officer: ceo and director | J-Other | 2,252 | $— | $0 | Filing |
| 2025-07-30 | Oberbeck Christian L | officer: ceo & director | J-Other | 48 | $— | $0 | Filing |
| 2025-07-29 | Oberbeck Christian L | officer: ceo & director | J-Other | 28,261 | $— | $0 | Filing |
| 2025-07-29 | Steenkamp Henri J | officer: cfo, cco, treasurer and sec. | J-Other | 4,373 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 181,518 | $4M | -17,620 | 2026-06-30 | Filing |
| Private Advisor Group, LLC | 146,681 | $3M | -18,458 | 2026-06-30 | Filing |
| Legal & General Group Plc | 141,229 | $3M | +18,288 | 2026-06-30 | Filing |
| Hennion & Walsh Asset Management, Inc. | 127,040 | $3M | -10,635 | 2026-06-30 | Filing |
| Advisors Asset Management, Inc. | 121,635 | $3M | +15,010 | 2026-06-30 | Filing |
| INTERNATIONAL ASSETS INVESTMENT MANAGEME | 116,012 | $3M | +33,605 | 2026-06-30 | Filing |
| LPL Financial LLC | 111,909 | $2M | -2,086 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 85,079 | $2M | -188 | 2026-06-30 | Filing |
| Ethos Financial Group, LLC | 56,533 | $1M | +3,687 | 2026-06-30 | Filing |
| BlackRock, Inc. | 53,261 | $1M | -1,335 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 50,507 | $1M | +27,204 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 49,143 | $1M | +689 | 2026-06-30 | Filing |
| Wealthcare Advisory Partners LLC | 49,141 | $1M | -1,432 | 2026-06-30 | Filing |
| Palogic Value Management, L.P. | 46,680 | $1M | — | 2026-06-30 | Filing |
| Next Level Private LLC | 43,527 | $971K | — | 2026-06-30 | Filing |
| MORGAN STANLEY | 41,713 | $931K | +13,427 | 2026-06-30 | Filing |
| JB CAPITAL PARTNERS LP | 33,847 | $737K | — | 2026-06-30 | Filing |
| Focus Partners Wealth | 31,441 | $701K | +3,732 | 2026-06-30 | Filing |
| Focus Financial Network, Inc. | 25,218 | $563K | +4,042 | 2026-06-30 | Filing |
| XTX Topco Ltd | 24,939 | $556K | +14,860 | 2026-06-30 | Filing |