Peak Financial Advisors LLC Saba Capital Income & Opportunities Fund Transaction History
Peak Financial Advisors LLC
- $153 Million
- Q4 2025
A detailed history of Peak Financial Advisors LLC transactions in Saba Capital Income & Opportunities Fund stock. As of the latest transaction made, Peak Financial Advisors LLC holds 84,683 shares of BRW stock, worth $601,249. This represents 0.39% of its overall portfolio holdings.
Number of Shares
84,683
Previous 63,700
32.94%
Holding current value
$601,249
Previous $494,000
21.66%
% of portfolio
0.39%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding BRW
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC2.32MShares$16.5 Million0.08% of portfolio
-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.18MShares$8.34 Million3.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.17MShares$8.31 Million0.12% of portfolio
-
Morgan Stanley New York, NY731KShares$5.19 Million0.0% of portfolio
-
Envestnet Asset Management Inc710KShares$5.04 Million0.0% of portfolio
About Saba Capital Income & Opportunities Fund
- Ticker BRW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Saba Capital Income & Opportunities Fund is a closed-ended fixed income mutual fund launched by Voya Investment Management LLC. The fund is managed by Saba Capital Management, L.P. It invests in the fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primaril...