Purchases and Sales Made in Q2 2025 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q2 2025. The information is specifically focused on institutions that hold shares of Saba Capital Income & Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
446KNew |
$3.13M - $3.6M
|
446K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
129K+ 418.32% |
$900K - $1.04M
|
159K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
99.7KNew |
$698K - $804K
|
99.7K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.5K+ 43.47% |
$669K - $770K
|
315K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
71.2K+ 11.59% |
$498K - $574K
|
685K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
55.8KNew |
$391K - $450K
|
55.8K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.4K+ 16.72% |
$283K - $326K
|
282K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.4KNew |
$262K - $302K
|
37.4K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 214.47% |
$244K - $280K
|
51K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 8.11% |
$214K - $246K
|
407K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
25.8K+ 10.77% |
$181K - $208K
|
265K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25.1KNew |
$176K - $202K
|
25.1K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
24.9K+ 35.42% |
$174K - $201K
|
95.2K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.8KNew |
$174K - $200K
|
24.8K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 16.32% |
$96.8K - $111K
|
98.6K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$87.6K - $101K
|
12.5K
$88.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 182.37% |
$87.2K - $100K
|
19.3K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 6.15% |
$80.9K - $93.1K
|
200K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$76.8K - $88.4K
|
11K
$77.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.77KNew |
$40.4K - $46.5K
|
5.77K
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.7K+ 43.16% |
$39.9K - $46K
|
18.9K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 7.26% |
$30.3K - $34.9K
|
64K
$454K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.21K+ 28.12% |
$29.5K - $34K
|
19.2K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.18K+ 5.58% |
$29.2K - $33.7K
|
79K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 8.31% |
$28K - $32.3K
|
52.2K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 21.49% |
$20.7K - $23.8K
|
16.7K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 7.04% |
$19.5K - $22.5K
|
42.4K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.22K+ 3.4% |
$15.5K - $17.9K
|
67.5K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$13.4K - $15.5K
|
1.92K
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 1.13% |
$11.6K - $13.3K
|
148K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53K+ 3.31% |
$10.7K - $12.3K
|
47.6K
$338K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.13K+ 1.82% |
$7.92K - $9.12K
|
63.4K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
590+ 3.14% |
$4.13K - $4.76K
|
19.4K
$137K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351+ 2.45% |
$2.46K - $2.83K
|
14.7K
$104K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 0.75% |
$546 - $629
|
10.4K
$74K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62+ 0.59% |
$434 - $500
|
10.5K
$74.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$7 - $8.06
|
10.9K
$77.3K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$7 - $8.06
|
10.9K
$77.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 5.28% |
$10.6K - $12.2K
|
27.2K
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.21K- 4.83% |
$15.5K - $17.8K
|
43.6K
$310K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.47K- 0.61% |
$31.3K - $36.1K
|
734K
$5.21M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.89K- 13.87% |
$41.2K - $47.4K
|
36.6K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.25K- 42.03% |
$50.8K - $58.4K
|
10K
$71K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-7.5K- 48.48% |
$52.5K - $60.5K
|
7.97K
$56.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.07K- 12.54% |
$56.5K - $65K
|
56.3K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.9K- 0.4% |
$76.4K - $88K
|
2.75M
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-11.5K- 12.65% |
$80.4K - $92.6K
|
79.3K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 99.99% |
$87.4K - $101K
|
1
$7.1
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.6K- 12.46% |
$109K - $126K
|
110K
$780K
|
|