Purchases and Sales Made in Q4 2025 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
169KNew |
$1.2M - $1.29M
|
169K
$1.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
58.2K+ 62.25% |
$413K - $446K
|
152K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
53KNew |
$377K - $407K
|
53K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42.2K+ 44.33% |
$300K - $324K
|
137K
$976K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
39.5KNew |
$281K - $303K
|
39.5K
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22.5KNew |
$160K - $173K
|
22.5K
$160K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
21K+ 32.94% |
$149K - $161K
|
84.7K
$601K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.2K+ 17.44% |
$44K - $47.6K
|
41.8K
$296K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
789+ 1.72% |
$5.6K - $6.05K
|
46.5K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
359+ 3.58% |
$2.55K - $2.75K
|
10.4K
$73.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$710 - $767
|
100
$710
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-16.8K- 5.92% |
$119K - $128K
|
266K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-42.6M- 99.95% |
$303M - $327M
|
23.4K
$166K
|
|