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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.47K- 0.61% |
$31.3K - $36.1K
|
734K
$6.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351+ 2.45% |
$2.46K - $2.83K
|
14.7K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
129K+ 418.32% |
$900K - $1.04M
|
159K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cf Capital LLC
Cohasset, MA |
SELL
|
- |
-40.2K- 18.26% |
$281K - $324K
|
180K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
25.8K+ 10.77% |
$181K - $208K
|
265K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25.1KNew |
$176K - $202K
|
25.1K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.18K+ 5.58% |
$29.2K - $33.7K
|
79K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.9K- 0.4% |
$76.4K - $88K
|
2.75M
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 99.99% |
$87.4K - $101K
|
1
$8.37
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.4K+ 16.72% |
$283K - $326K
|
282K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-11.5K- 12.65% |
$80.4K - $92.6K
|
79.3K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 214.47% |
$244K - $280K
|
51K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.22K+ 3.4% |
$15.5K - $17.9K
|
67.5K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.6K- 12.46% |
$109K - $126K
|
110K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62+ 0.59% |
$434 - $500
|
10.5K
$88.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 16.32% |
$96.8K - $111K
|
98.6K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.8KNew |
$174K - $200K
|
24.8K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-31.1K- 46.38% |
$218K - $251K
|
35.9K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-529K- 22.01% |
$3.7M - $4.26M
|
1.88M
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-88.9K- 39.86% |
$622K - $717K
|
134K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$7 - $8.06
|
10.9K
$91.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
55.8KNew |
$391K - $450K
|
55.8K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.7K+ 43.16% |
$39.9K - $46K
|
18.9K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 21.49% |
$20.7K - $23.8K
|
16.7K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53K+ 3.31% |
$10.7K - $12.3K
|
47.6K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-44.6K- 24.19% |
$312K - $360K
|
140K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 7.04% |
$19.5K - $22.5K
|
42.4K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-55.1K- 8.96% |
$386K - $444K
|
560K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 1.13% |
$11.6K - $13.3K
|
148K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
446KNew |
$3.13M - $3.6M
|
446K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-7.5K- 48.48% |
$52.5K - $60.5K
|
7.97K
$66.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 6.15% |
$80.9K - $93.1K
|
200K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$87.6K - $101K
|
12.5K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.5K+ 43.47% |
$669K - $770K
|
315K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 8.11% |
$214K - $246K
|
407K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
24.9K+ 35.42% |
$174K - $201K
|
95.2K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.4KNew |
$262K - $302K
|
37.4K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.25K- 42.03% |
$50.8K - $58.4K
|
10K
$83.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 7.26% |
$30.3K - $34.9K
|
64K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
590+ 3.14% |
$4.13K - $4.76K
|
19.4K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-37.5K- 12.22% |
$263K - $303K
|
270K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 5.28% |
$10.6K - $12.2K
|
27.2K
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.07K- 12.54% |
$56.5K - $65K
|
56.3K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
99.7KNew |
$698K - $804K
|
99.7K
$835K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-111K- 57.47% |
$778K - $895K
|
82.2K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 0.75% |
$546 - $629
|
10.4K
$87.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.21K+ 28.12% |
$29.5K - $34K
|
19.2K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 8.31% |
$28K - $32.3K
|
52.2K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 10.28% |
$115K - $133K
|
144K
$1.2M
|