Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Saratoga Investment Corp. termasuk Redhawk Wealth Advisors, Inc., Concurrent Investment Advisors, LLC, Evolution Wealth Management Inc., GWM Advisors LLC, Harbor Asset Planning, Inc., MAI Capital Management, dan West Financial Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |