LPL Financial LLC - SARATOGA INVT CORP ownership

SARATOGA INVT CORP's ticker is SAR and the CUSIP is 80349A208. A total of 45 filers reported holding SARATOGA INVT CORP in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SARATOGA INVT CORP
ValueSharesWeighting
Q3 2023$1,900,902
-1.9%
73,965
+3.0%
0.00%0.0%
Q2 2023$1,938,403
+18.2%
71,819
+10.7%
0.00%0.0%
Q1 2023$1,640,274
-6.0%
64,884
-5.2%
0.00%0.0%
Q4 2022$1,745,160
+26.3%
68,464
+2.9%
0.00%0.0%
Q3 2022$1,382,000
-9.9%
66,552
+4.0%
0.00%0.0%
Q2 2022$1,534,000
-19.3%
64,011
-8.1%
0.00%
-50.0%
Q1 2022$1,900,000
-19.0%
69,686
-12.7%
0.00%0.0%
Q4 2021$2,345,000
+6.1%
79,813
+3.7%
0.00%0.0%
Q3 2021$2,211,000
+19.1%
76,938
+11.3%
0.00%0.0%
Q2 2021$1,857,000
+7.0%
69,098
+0.9%
0.00%0.0%
Q1 2021$1,735,000
+38.2%
68,504
+13.8%
0.00%0.0%
Q4 2020$1,255,000
+27.4%
60,200
+2.7%
0.00%0.0%
Q3 2020$985,000
+4.6%
58,639
-1.6%
0.00%0.0%
Q2 2020$942,000
+641.7%
59,607
+441.8%
0.00%
Q1 2020$127,000
-65.5%
11,002
-25.5%
0.00%
-100.0%
Q4 2019$368,00014,7670.00%
Other shareholders
SARATOGA INVT CORP shareholders Q4 2020
NameSharesValueWeighting ↓
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 978,397$28,745,00015.25%
Thomas J. Herzfeld Advisors, Inc. 100,890$2,964,0001.08%
Chemistry Wealth Management LLC 21,950$645,0000.54%
Next Level Private LLC 21,950$645,0000.54%
DAVIDSON TRUST CO 13,000$382,0000.26%
All Season Financial Advisors, Inc. 11,301$332,0000.23%
JB CAPITAL PARTNERS LP 33,847$994,0000.21%
Hennion & Walsh Asset Management, Inc. 120,513$3,541,0000.17%
Virtus ETF Advisers LLC 14,147$416,0000.16%
BARD ASSOCIATES INC 15,705$461,0000.15%
View complete list of SARATOGA INVT CORP shareholders