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 96 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
98,579
shares
|
$711,740
0.0% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
95,258
shares
|
$687,762
0.01% of portfolio
|
Q3 2025
Added 154.44%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
95,200
shares
|
$687,344
0.43% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
90,059
shares
|
$650,225
0.62% of portfolio
|
Q1 2025
Added 1537.44%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
89,331
shares
|
$644,969
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
88,927
shares
|
$642,052
0.23% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Oak Hill Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
79,343
shares
|
$572,856
0.16% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,808
shares
|
$532,893
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
67,494
shares
|
$487,306
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
63,974
shares
|
$461,892
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
63,700
shares
|
$459,914
0.31% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
60,563
shares
|
$437,264
0.17% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
57,549
shares
|
$415,503
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
55,799
shares
|
$402,868
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
54,911
shares
|
$396,457
0.0% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
49,055
shares
|
$354,177
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
46,945
shares
|
$338,942
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Aug 14, 2025 Q2 2025 |
44,689
shares
|
$322,654
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
43,607
shares
|
$314,842
0.04% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,606
shares
|
$271,515
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
36,553
shares
|
$263,912
0.0% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
36,007
shares
|
$259,970
0.05% of portfolio
|
Q3 2022
Reduced 1.44%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
35,941
shares
|
$259,494
0.0% of portfolio
|
Q2 2025
Reduced 46.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
35,549
shares
|
$256,663
0.01% of portfolio
|
Q3 2025
Added 85.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
34,327
shares
|
$247,840
0.0% of portfolio
|
Q3 2025
Reduced 19.97%
|