Purchases and Sales Made in Q3 2025 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
42.6M+ 188699.5% |
$329M - $360M
|
42.6M
$303M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.17MNew |
$9.03M - $9.9M
|
1.17M
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
729K+ 163.19% |
$5.62M - $6.16M
|
1.18M
$8.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
658K+ 1259.69% |
$5.08M - $5.57M
|
710K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
610KNew |
$4.71M - $5.16M
|
610K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
255KNew |
$1.97M - $2.16M
|
255K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
137KNew |
$1.06M - $1.16M
|
137K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
97KNew |
$749K - $821K
|
97K
$689K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91.7KNew |
$708K - $776K
|
91.7K
$651K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
89.3KNew |
$690K - $756K
|
89.3K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
86.2KNew |
$665K - $729K
|
86.2K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
82.3K+ 86.45% |
$635K - $696K
|
178K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
57.8K+ 154.44% |
$446K - $489K
|
95.3K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
46.9KNew |
$362K - $397K
|
46.9K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 48.32% |
$295K - $323K
|
117K
$832K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.1KNew |
$263K - $289K
|
34.1K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 9.8% |
$214K - $234K
|
310K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.5KNew |
$135K - $148K
|
17.5K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5K+ 8.75% |
$135K - $148K
|
217K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 85.17% |
$126K - $138K
|
35.5K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15KNew |
$116K - $127K
|
15K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4K+ 4.98% |
$104K - $114K
|
283K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.8KNew |
$90.9K - $99.6K
|
11.8K
$83.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 31.67% |
$89.4K - $97.9K
|
48.1K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 44.51% |
$85.2K - $93.4K
|
35.8K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$77.4K - $84.8K
|
10K
$71.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 1.98% |
$62.1K - $68K
|
415K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.98K+ 5.05% |
$38.4K - $42.1K
|
104K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 24.98% |
$37.2K - $40.8K
|
24.1K
$171K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.89K+ 7.63% |
$30K - $32.9K
|
54.9K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 35.03% |
$29.5K - $32.3K
|
14.7K
$104K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.44K+ 3.82% |
$26.6K - $29.1K
|
93.5K
$664K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58KNew |
$19.9K - $21.8K
|
2.58K
$18.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.31K+ 8.5% |
$17.8K - $19.6K
|
29.5K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.2K+ 1.38% |
$17K - $18.6K
|
161K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.15K+ 4.93% |
$16.6K - $18.2K
|
45.8K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.99K+ 1.38% |
$15.3K - $16.8K
|
146K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.49K+ 3.14% |
$11.5K - $12.6K
|
49.1K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.25K+ 2.22% |
$9.65K - $10.6K
|
57.5K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 0.73% |
$8.36K - $9.16K
|
149K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1KNew |
$7.72K - $8.46K
|
1K
$7.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
853New |
$6.59K - $7.22K
|
853
$6.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
622New |
$4.8K - $5.26K
|
622
$4.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
600New |
$4.63K - $5.08K
|
600
$4.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
501New |
$3.87K - $4.24K
|
501
$3.56K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 2.67% |
$3.44K - $3.77K
|
17.2K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
385+ 2.62% |
$2.97K - $3.26K
|
15.1K
$107K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$2.7K - $2.96K
|
350
$2.49K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
269+ 0.42% |
$2.08K - $2.28K
|
63.7K
$452K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$1.16K - $1.27K
|
150
$1.07K
|
|