Latest Institutional Transactions on Saba Capital Income & Opportunities Fund (BRW)
This table provides information on the latest institutional transactions involving Saba Capital Income & Opportunities Fund (BRW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$90.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57K+ 61.04% |
$419K - $459K
|
150K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$3.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$7.88
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
564+ 3.2% |
$4.15K - $4.53K
|
18.2K
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 24.04% |
$23.6K - $25.8K
|
10.1K
$79.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$7.88K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.89K+ 3.23% |
$36K - $39.3K
|
156K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
31+ 0.05% |
$228 - $249
|
61.2K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.76K+ 11.88% |
$42.4K - $46.3K
|
54.3K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$17.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-437- 3.83% |
$3.21K - $3.51K
|
11K
$86.4K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.8K- 12.79% |
$19.4K - $21.3K
|
19.1K
$150K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.4KNew |
$196K - $215K
|
28.4K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-59.1K- 72.34% |
$409K - $448K
|
22.6K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$69.2K - $75.9K
|
10K
$78.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-450- 4.28% |
$3.11K - $3.42K
|
10.1K
$79.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.38K+ 0.75% |
$9.55K - $10.5K
|
186K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
39.8K+ 15.79% |
$275K - $302K
|
292K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.92K- 6.25% |
$34K - $37.3K
|
73.8K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.37K- 8.22% |
$23.3K - $25.6K
|
37.6K
$296K
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
80.5K+ 185.0% |
$556K - $597K
|
124K
$978K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390New |
$2.69K - $2.89K
|
390
$3.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$103K - $110K
|
14.9K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$34.5K - $37.1K
|
5K
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.82K- 12.62% |
$12.5K - $13.4K
|
12.6K
$99K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$20.7K - $22.2K
|
3K
$23.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-884- 68.85% |
$6.1K - $6.55K
|
400
$3.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 14.29% |
$2.07K - $2.22K
|
2.4K
$18.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-650- 4.03% |
$4.67K - $5.04K
|
15.5K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-867K- 62.9% |
$6.23M - $6.72M
|
511K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.91K- 0.38% |
$63.9K - $69K
|
2.31M
$18.2M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.03K- 13.89% |
$36.1K - $39K
|
31.2K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.74KNew |
$26.8K - $28.9K
|
3.74K
$29.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.5KNew |
$119K - $131K
|
16.5K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.53K- 2.38% |
$25.5K - $27.9K
|
144K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.8KNew |
$85.3K - $93.3K
|
11.8K
$92.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
750New |
$5.42K - $5.93K
|
750
$5.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-3.53K- 1.9% |
$25.5K - $27.9K
|
182K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$100K - $110K
|
13.9K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260New |
$1.88K - $2.06K
|
260
$2.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.6K+ 28.98% |
$626K - $685K
|
385K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
506KNew |
$3.66M - $4M
|
506K
$3.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
766New |
$5.54K - $6.06K
|
766
$6.04K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$3.62K - $3.96K
|
500
$3.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
474New |
$3.43K - $3.75K
|
474
$3.74K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.87K- 27.75% |
$35.2K - $38.5K
|
12.7K
$99.9K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.63KNew |
$20K - $21.1K
|
2.63K
$20.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
470KNew |
$3.57M - $3.77M
|
470K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Senior Secured Management Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.61 - $8.03
|
395K
$3.12M
|
|