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 |
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
8,509
shares
|
$61,434
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,971
shares
|
$57,550
0.0% of portfolio
|
Q2 2025
Reduced 48.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
5,767
shares
|
$41,637
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
3,600
shares
|
$25,992
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$21,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,320
shares
|
$16,750
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$14,440
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,920
shares
|
$13,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,622
shares
|
$11,710
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,350
shares
|
$9,747
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,270
shares
|
$9,169
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$7,220
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$7,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
853
shares
|
$6,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
766
shares
|
$5,530
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
600
shares
|
$4,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
501
shares
|
$3,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
500
shares
|
$3,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
420
shares
|
$3,032
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$2,888
0.0% of portfolio
|
Q2 2024
Reduced 68.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
350
shares
|
$2,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
187
shares
|
$1,350
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|