Latest Institutional Transactions on Saba Capital Income & Opportunities Fund (BRW)
This table provides information on the latest institutional transactions involving Saba Capital Income & Opportunities Fund (BRW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-58K- 22.73% |
$447K - $490K
|
197K
$1.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 2.67% |
$3.44K - $3.77K
|
17.2K
$122K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$1.16K - $1.27K
|
150
$1.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.81K- 0.38% |
$21.7K - $23.8K
|
731K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
385+ 2.62% |
$2.97K - $3.26K
|
15.1K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-156K- 58.82% |
$1.21M - $1.32M
|
109K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
97KNew |
$749K - $821K
|
97K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58KNew |
$19.9K - $21.8K
|
2.58K
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 31.67% |
$89.4K - $97.9K
|
48.1K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-21.6K- 15.41% |
$166K - $182K
|
118K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15KNew |
$116K - $127K
|
15K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.1K- 50.58% |
$264K - $289K
|
33.4K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.2K- 15.67% |
$133K - $146K
|
92.6K
$658K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
82.3K+ 86.45% |
$635K - $696K
|
178K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 9.8% |
$214K - $234K
|
310K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.98K+ 5.05% |
$38.4K - $42.1K
|
104K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.49M- 79.66% |
$11.5M - $12.6M
|
381K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.1KNew |
$263K - $289K
|
34.1K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20K- 31.29% |
$155K - $169K
|
44K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.4K- 3.47% |
$150K - $164K
|
540K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
86.2KNew |
$665K - $729K
|
86.2K
$612K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.89K+ 7.63% |
$30K - $32.9K
|
54.9K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 0.73% |
$8.36K - $9.16K
|
149K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-19.1K- 14.23% |
$147K - $161K
|
115K
$817K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
137KNew |
$1.06M - $1.16M
|
137K
$971K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
610KNew |
$4.71M - $5.16M
|
610K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.15K+ 4.93% |
$16.6K - $18.2K
|
45.8K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-189- 1.79% |
$1.46K - $1.6K
|
10.4K
$73.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
622New |
$4.8K - $5.26K
|
622
$4.42K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91.7KNew |
$708K - $776K
|
91.7K
$651K
|
|
|
Nov 13, 2025
Q3 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-22.3K- 50.0% |
$173K - $189K
|
22.3K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 44.51% |
$85.2K - $93.4K
|
35.8K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-486- 4.66% |
$3.75K - $4.11K
|
9.94K
$70.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.2K+ 1.38% |
$17K - $18.6K
|
161K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 1.98% |
$62.1K - $68K
|
415K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 48.32% |
$295K - $323K
|
117K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 24.98% |
$37.2K - $40.8K
|
24.1K
$171K
|
|
|
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 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
57.8K+ 154.44% |
$446K - $489K
|
95.3K
$676K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.51K- 21.67% |
$19.4K - $21.2K
|
9.07K
$64.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-423K- 15.4% |
$3.27M - $3.58M
|
2.32M
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.56K- 19.97% |
$66.1K - $72.4K
|
34.3K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
89.3KNew |
$690K - $756K
|
89.3K
$634K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.8KNew |
$90.9K - $99.6K
|
11.8K
$83.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.25K+ 2.22% |
$9.65K - $10.6K
|
57.5K
$409K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16.8K- 5.32% |
$130K - $142K
|
299K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 85.17% |
$126K - $138K
|
35.5K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-10.8K- 10.83% |
$83.4K - $91.4K
|
88.9K
$631K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
658K+ 1259.69% |
$5.08M - $5.57M
|
710K
$5.04M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5K+ 8.75% |
$135K - $148K
|
217K
$1.54M
|
|