Saba Capital Income & Opportunities Fund BRW

Institutional shares held 12 Million

0 calls

0 puts

Total value of holdings $89.5M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 86

We take great care to ensure that the data presented and summarized in this overview for Saba Capital Income & Opportunities Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in BRW

Shares Bought

Shares Sold

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Top Institutions Holding BRW

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Latest Institutional Activity in BRW

Top Purchases

Q1 2025

Noble Wealth Management Pbc Shares Held: 90.1K ($683K)

84.6K Shares purchased

1537.44% Added

Q1 2025

Envestnet Asset Management Inc Shares Held: 48.2K ($366K)

48.2K Shares purchased

New Holding

Q1 2025

M&T Bank Corp Shares Held: 18K ($136K)

18K Shares purchased

New Holding

Q1 2025

Flagship Harbor Advisors, LLC Shares Held: 15K ($114K)

15K Shares purchased

New Holding

Q1 2025

North Capital, Inc. Shares Held: 1.27K ($9.62K)

1.27K Shares purchased

New Holding

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Top Sells

Q1 2025

Absolute Investment Advisers LLC Shares Held: 614K ($4.66M)

88.5K Shares sold

12.59% Reduced

Q1 2025

Parallel Advisors, LLC Shares Held: 6.83K ($51.8K)

22.5K Shares sold

76.71% Reduced

Q1 2025

Sea Crest Wealth Management, LLC Shares Held: 45.8K ($347K)

8.45K Shares sold

15.56% Reduced

Q1 2025

Creative Financial Designs Inc Shares Held: 10.3K ($78.4K)

426 Shares sold

3.95% Reduced

Q4 2024

Saba Capital Management, L.P. Shares Held: 334K ($2.53M)

382K Shares sold

53.33% Reduced

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About BRW

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 primarily invests in floating rate secured senior loans, with an emphasis on top-tier, non-investment grade senior loans. The fund seeks to invest in loans with maturities of one to ten years. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. The fund was formerly known as Voya Prime Rate Trust. Saba Capital Income & Opportunities Fund was formed on December 2, 1987 and is domiciled in the United States.

Insider Transactions at BRW

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Jul 01 2024	Boaz Weinstein President	SELL Open market or private sale	Direct	3,156 -100.0%	$22,092 $7.1 P/Share
Nov 15 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	27,724 -0.67%	$194,068 $7.92 P/Share
Nov 14 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	165,005 -3.86%	$1,155,035 $7.88 P/Share
Nov 09 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	6,946 -0.16%	$48,622 $7.75 P/Share
Nov 08 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	31,134 -0.72%	$217,938 $7.8 P/Share
Sep 13 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	4,226 -0.1%	$33,808 $8.24 P/Share
Sep 08 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	27,832 -0.64%	$222,656 $8.31 P/Share
Sep 07 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	13,173 -0.3%	$105,384 $8.44 P/Share
Sep 06 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	68,823 -1.55%	$550,584 $8.44 P/Share
Sep 02 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	43,699 -0.98%	$349,592 $8.45 P/Share
Sep 01 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	16,970 -0.38%	$135,760 $8.42 P/Share
Aug 31 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	19,768 -0.44%	$158,144 $8.53 P/Share
May 27 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	115,496 -2.5%	$923,968 $8.22 P/Share
May 26 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	13,511 -0.29%	$108,088 $8.23 P/Share
May 24 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	8,099 -0.17%	$64,792 $8.06 P/Share
May 23 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	40,664 -0.87%	$325,312 $8.1 P/Share
May 20 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	35,901 -0.76%	$287,208 $8.18 P/Share
May 19 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	3,395 -0.04%	$13,580 $4.12 P/Share
May 18 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	19,842 -0.21%	$79,368 $4.12 P/Share
May 17 2022	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	103,516 -1.08%	$414,064 $4.1 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

0 Shares

From 0 Insiders

Sell / Disposition

3.16K Shares

From 1 Insiders

Open market or private sale	3.16K shares

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Insider Trading

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Operation

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Saba Capital Income & Opportunities Fund BRW

Quarterly Institutional Activity in BRW

Top Institutions Holding BRW

Latest Institutional Activity in BRW

Top Purchases

Top Sells

About BRW

Insider Transactions at BRW

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on BRW

Institutional Portfolio Updates

Insider Trading

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