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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,471
shares
|
$118,507
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,098
shares
|
$115,650
0.0% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
14,674
shares
|
$112,402
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,542
shares
|
$111,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,860
shares
|
$106,167
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
13,500
shares
|
$103,410
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,321
shares
|
$102,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,798
shares
|
$98,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
12,547
shares
|
$96,110
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,483
shares
|
$95,619
0.0% of portfolio
|
Q4 2024
Added 1248200.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,344
shares
|
$94,555
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
11,706
shares
|
$89,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
11,532
shares
|
$88,335
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,965
shares
|
$83,991
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,775
shares
|
$82,536
0.01% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,464
shares
|
$80,154
0.0% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,127
shares
|
$77,572
0.0% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$76,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
8,509
shares
|
$65,178
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
5,500
shares
|
$42,130
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Feb 13, 2025 Q4 2024 |
3,600
shares
|
$27,576
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$22,980
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,400
shares
|
$18,384
0.01% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,320
shares
|
$17,771
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,220
shares
|
$17,005
0.0% of portfolio
|
Q4 2024
New holding
|