Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Saratoga Investment Corp. comprennent Redhawk Wealth Advisors, Inc., Concurrent Investment Advisors, LLC, Evolution Wealth Management Inc., GWM Advisors LLC, Harbor Asset Planning, Inc., MAI Capital Management, et West Financial Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
