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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$40.4K - $44.2K
|
5.5K
$43.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$90.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57K+ 61.04% |
$419K - $459K
|
150K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$7.83
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$3.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 24.04% |
$23.6K - $25.8K
|
10.1K
$79.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
564+ 3.2% |
$4.15K - $4.53K
|
18.2K
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$7.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.89K+ 3.23% |
$36K - $39.3K
|
156K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.76K+ 11.88% |
$42.4K - $46.3K
|
54.3K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
31+ 0.05% |
$228 - $249
|
61.2K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$17.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-437- 3.83% |
$3.21K - $3.51K
|
11K
$85.9K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.8K- 12.79% |
$19.4K - $21.3K
|
19.1K
$150K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
26.5K+ 0.87% |
$183K - $201K
|
3.06M
$24M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.4KNew |
$196K - $215K
|
28.4K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.04K+ 44.63% |
$62.6K - $68.6K
|
29.3K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$384K - $421K
|
55.5K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.6K+ 6.86% |
$122K - $134K
|
275K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-425- 1.34% |
$2.94K - $3.23K
|
31.3K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-633K- 46.95% |
$4.38M - $4.81M
|
715K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$69.2K - $75.9K
|
10K
$78.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.21K- 3.36% |
$8.36K - $9.17K
|
34.8K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-59.1K- 72.34% |
$409K - $448K
|
22.6K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.37K- 1.38% |
$9.46K - $10.4K
|
97.3K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.4K+ 12.0% |
$598K - $656K
|
807K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 24.53% |
$17.3K - $19K
|
12.7K
$99.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-61.7K- 18.04% |
$427K - $468K
|
280K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.47MNew |
$17.1M - $18.8M
|
2.47M
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
13K+ 23.7% |
$89.9K - $98.6K
|
67.8K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 0.49% |
$7.56K - $8.29K
|
221K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
135+ 0.36% |
$934 - $1.02K
|
38.1K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.69K- 99.97% |
$25.5K - $28K
|
1
$7.83
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.12K- 9.19% |
$28.5K - $31.3K
|
40.8K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 1.55% |
$19.5K - $21.3K
|
184K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 9.56% |
$6.92K - $7.59K
|
11.5K
$89.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.57K+ 20.18% |
$17.8K - $19.5K
|
15.3K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.21MNew |
$8.35M - $9.16M
|
1.21M
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41KNew |
$9.78K - $10.7K
|
1.41K
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78K+ 16.03% |
$540K - $592K
|
565K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-450- 4.28% |
$3.11K - $3.42K
|
10.1K
$78.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.81K+ 5.81% |
$54K - $59.3K
|
142K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.2K- 7.3% |
$84.5K - $92.6K
|
155K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23K+ 59.71% |
$159K - $175K
|
61.6K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-7.03K- 4.32% |
$48.6K - $53.3K
|
156K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
48+ 0.41% |
$332 - $364
|
11.7K
$91.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-40.9K- 30.37% |
$283K - $310K
|
93.7K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.1% |
$96.9 - $106
|
13.9K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.38K+ 0.75% |
$9.55K - $10.5K
|
186K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.7KNew |
$67.1K - $73.6K
|
9.7K
$76K
|
|