Latest Institutional Purchases of Saba Capital Income & Opportunities Fund (BRW)
This list provides information on the latest institutional transactions involving Saba Capital Income & Opportunities Fund (BRW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.74KNew |
$26.8K - $28.9K
|
3.74K
$28.9K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
506KNew |
$3.66M - $4M
|
506K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.6K+ 28.98% |
$626K - $685K
|
385K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.5KNew |
$119K - $131K
|
16.5K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$100K - $110K
|
13.9K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.8KNew |
$85.3K - $93.3K
|
11.8K
$91.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
766New |
$5.54K - $6.06K
|
766
$5.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
750New |
$5.42K - $5.93K
|
750
$5.81K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$3.62K - $3.96K
|
500
$3.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
474New |
$3.43K - $3.75K
|
474
$3.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260New |
$1.88K - $2.06K
|
260
$2.02K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
470KNew |
$3.57M - $3.77M
|
470K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.15KNew |
$39.2K - $41.3K
|
5.15K
$39.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.63KNew |
$20K - $21.1K
|
2.63K
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Senior Secured Management Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.61 - $8.03
|
395K
$3.06M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31.9KNew |
$244K - $263K
|
31.9K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.24KNew |
$24.8K - $26.7K
|
3.24K
$25.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
420New |
$3.22K - $3.47K
|
420
$3.26K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
125New |
$959 - $1.03K
|
125
$969
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 132.08% |
$117K - $127K
|
26.6K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$101K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$96.6K - $106K
|
12.5K
$97.2K
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.5K+ 14.46% |
$57.8K - $63.1K
|
59.4K
$460K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75KNew |
$13.5K - $14.7K
|
1.75K
$13.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.38KNew |
$10.6K - $11.6K
|
1.38K
$10.7K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Wealthspring Capital LLC
|
BUY
|
- |
29.9KNew |
$223K - $246K
|
29.9K
$231K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.42KNew |
$18.1K - $19.9K
|
2.42K
$18.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.32KNew |
$17.3K - $19.1K
|
2.32K
$18K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$9.71K - $10.7K
|
1.3K
$10.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
364+ 0.3% |
$2.72K - $3K
|
123K
$951K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$747 - $825
|
100
$775
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30K+ 150.0% |
$230K - $256K
|
50K
$388K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
881+ 25.11% |
$6.77K - $7.51K
|
4.39K
$34K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
325+ 1.85% |
$2.5K - $2.77K
|
17.9K
$139K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
187New |
$1.44K - $1.59K
|
187
$1.45K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$768 - $852
|
100
$775
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
50.4KNew |
$394K - $451K
|
50.4K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
44.7KNew |
$350K - $400K
|
44.7K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40KNew |
$313K - $358K
|
40K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$158K - $181K
|
20.2K
$157K
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
16.3KNew |
$128K - $146K
|
16.3K
$126K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16KNew |
$125K - $143K
|
16K
$124K
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$97.9K - $112K
|
12.5K
$96.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
11.3KNew |
$88.7K - $102K
|
11.3K
$87.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8.51KNew |
$66.6K - $76.2K
|
8.51K
$65.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
3.6KNew |
$28.2K - $32.3K
|
3.6K
$27.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62KNew |
$12.7K - $14.5K
|
1.62K
$12.6K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
700New |
$5.48K - $6.27K
|
700
$5.43K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
387New |
$3.03K - $3.47K
|
387
$3K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$1.21K - $1.39K
|
155
$1.2K
|
|