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 88 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,808
shares
|
$565,369
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
66,477
shares
|
$509,213
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
66,274
shares
|
$507,658
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
64,060
shares
|
$490,699
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
64,001
shares
|
$490,247
0.0% of portfolio
|
Q4 2024
Added 104.37%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
62,954
shares
|
$482,227
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
61,179
shares
|
$468,631
0.3% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
58,535
shares
|
$448,378
0.26% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
54,265
shares
|
$415,669
0.05% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Feb 14, 2025 Q4 2024 |
44,689
shares
|
$342,317
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,877
shares
|
$336,097
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
40,773
shares
|
$312,321
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
40,217
shares
|
$308,062
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,606
shares
|
$288,061
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
36,007
shares
|
$275,813
0.05% of portfolio
|
Q3 2022
Reduced 1.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
35,600
shares
|
$272,696
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
29,349
shares
|
$224,813
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
28,380
shares
|
$217,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
28,327
shares
|
$216,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,807
shares
|
$213,001
0.0% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
25,000
shares
|
$191,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
22,580
shares
|
$172,962
0.11% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
18,466
shares
|
$141,449
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,207
shares
|
$139,465
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,008
shares
|
$122,621
0.0% of portfolio
|
Q2 2022
New holding
|