Institutional Ownership Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 55.6 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
42,630,926
shares
|
$303 Million
0.1% of portfolio
|
Q3 2025
Added 188699.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,323,938
shares
|
$16.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
1,175,007
shares
|
$8.34 Million
3.13% of portfolio
|
Q3 2025
Added 163.19%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,169,800
shares
|
$8.31 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
731,143
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
710,277
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Added 1259.69%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
609,622
shares
|
$4.33 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
540,304
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
414,885
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
381,474
shares
|
$2.71 Million
0.26% of portfolio
|
Q3 2025
Reduced 79.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
309,845
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
298,546
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
283,153
shares
|
$2.01 Million
0.2% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
216,968
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
197,000
shares
|
$1.4 Million
0.44% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
185,636
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
177,500
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2025
Added 86.45%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
161,452
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
149,109
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
145,833
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2025 Q3 2025 |
136,800
shares
|
$971,280
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
118,303
shares
|
$839,951
0.0% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
117,184
shares
|
$832,006
0.0% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
115,030
shares
|
$816,713
0.1% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Cf Capital LLC
Cohasset, MA |
Oct 29, 2025 Q3 2025 |
110,000
shares
|
$781,000
0.52% of portfolio
|
Q3 2025
Reduced 38.83%
|
|