Purchases and Sales Made in Q4 2024 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
703KNew |
$5.16M - $5.65M
|
703K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
276KNew |
$2.03M - $2.22M
|
276K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
122K+ 129.91% |
$894K - $978K
|
215K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.2K+ 318.01% |
$685K - $749K
|
122K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Hill Advisors LP
New York, NY |
BUY
|
- |
90.8KNew |
$668K - $730K
|
90.8K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
86.7K+ 3.51% |
$638K - $697K
|
2.56M
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85KNew |
$625K - $683K
|
85K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
66.5KNew |
$489K - $534K
|
66.5K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64.1KNew |
$471K - $515K
|
64.1K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.1K+ 172.71% |
$441K - $483K
|
94.8K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57K+ 61.04% |
$419K - $459K
|
150K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.5K+ 4.19% |
$371K - $406K
|
1.26M
$9.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.6KNew |
$262K - $286K
|
35.6K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
32.7K+ 104.37% |
$240K - $263K
|
64K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28.3KNew |
$208K - $228K
|
28.3K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$184K - $201K
|
25K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 14.71% |
$154K - $168K
|
163K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$136K - $148K
|
18.5K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$107K - $117K
|
14.5K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$97.9K - $107K
|
13.3K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$94.1K - $103K
|
12.8K
$99.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 1248200.0% |
$91.7K - $100K
|
12.5K
$96.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
11.7KNew |
$86K - $94.1K
|
11.7K
$90.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$89.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 11.69% |
$83.6K - $91.5K
|
109K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.76K+ 11.88% |
$42.4K - $46.3K
|
54.3K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$40.4K - $44.2K
|
5.5K
$42.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.89K+ 3.23% |
$36K - $39.3K
|
156K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.22KNew |
$16.3K - $17.8K
|
2.22K
$17.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$17.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 2.27% |
$10.3K - $11.3K
|
63K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 11.08% |
$7.9K - $8.64K
|
10.8K
$83.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$7.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 1.53% |
$7.35K - $8.04K
|
66.3K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
564+ 3.2% |
$4.15K - $4.53K
|
18.2K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$3.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
31+ 0.05% |
$228 - $249
|
61.2K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 0.04% |
$110 - $121
|
40.8K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.57% |
$58.8 - $64.3
|
1.42K
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$7.75
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-346- 2.73% |
$2.54K - $2.78K
|
12.3K
$95.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-417- 3.0% |
$3.06K - $3.35K
|
13.5K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-437- 3.83% |
$3.21K - $3.51K
|
11K
$85K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-648- 4.23% |
$4.76K - $5.21K
|
14.7K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1K- 8.72% |
$7.35K - $8.04K
|
10.5K
$81.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.87K- 6.29% |
$13.7K - $15K
|
27.8K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 24.04% |
$23.6K - $25.8K
|
10.1K
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.57K- 8.15% |
$26.2K - $28.7K
|
40.2K
$312K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4K- 20.94% |
$29.4K - $32.2K
|
15.1K
$117K
|