Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Saratoga Investment Corp. inkluderer Redhawk Wealth Advisors, Inc., Concurrent Investment Advisors, LLC, Evolution Wealth Management Inc., GWM Advisors LLC, Harbor Asset Planning, Inc., MAI Capital Management, og West Financial Advisors, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
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 |