Saratoga Investment

SAR

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Major Shareholders Latest
Shareholder
Christian OberbeckChairman, President & CEO	5.66%	922.39K	0.29%	-45.71K	09/09/2026
Elizabeth Oberbeck	3.37%	549.18K	<0.01%	+0	07/27/2026
Thomas InglesbyMD & Portfolio Manager	2.17%	353.24K	<0.01%	+0	07/27/2026
Lido Advisors, LLC	1.11%	181.52K	0.11%	-17.62K	06/30/2026
Michael GrisiusCo-Managing Partner & CIO	1.03%	167.22K	<0.01%	+0	07/27/2026
Private Advisor Group, LLC	0.90%	146.68K	0.12%	-18.46K	06/30/2026
Legal & General Investment Management Limited	0.87%	141.23K	0.11%	+18.29K	06/30/2026
Hennion & Walsh Asset Management, Inc.	0.78%	127.04K	0.07%	-10.64K	06/30/2026
Advisors Asset Management, Inc.	0.75%	121.64K	0.09%	+15.01K	06/30/2026
International Assets Investment Management, LLC	0.71%	116.01K	0.20%	+33.61K	06/30/2026
G. WilliamsIndependent Director	0.69%	112.40K	<0.01%	+1.11K	07/27/2026
LPL Financial LLC	0.69%	111.91K	0.02%	-2.09K	06/30/2026
Wells Fargo & Company	0.52%	85.08K	<0.01%	-188.00	06/30/2026
SMH Capital Advisors LLC	0.49%	80.00K	<0.01%	+0	03/31/2026
Ethos Financial Group, LLC	0.35%	56.53K	0.02%	+3.69K	06/30/2026
Janney Montgomery Scott LLC	0.34%	56.16K	0.28%	+45.90K	06/30/2026
BlackRock, Inc.	0.33%	53.26K	<0.01%	-1.34K	06/30/2026
Citadel Advisors LLC	0.31%	50.51K	0.17%	+27.20K	06/30/2026
Raymond James Financial, Inc.	0.30%	49.14K	<0.01%	+689.00	06/30/2026
Wealthcare Advisory Partners LLC	0.30%	49.14K	0.01%	-1.43K	06/30/2026

All Shareholders