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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
125New |
$959 - $1.03K
|
125
$983
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$103K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 132.08% |
$117K - $127K
|
26.6K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.38KNew |
$10.6K - $11.6K
|
1.38K
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.5K+ 14.46% |
$57.8K - $63.1K
|
59.4K
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75KNew |
$13.5K - $14.7K
|
1.75K
$13.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.64K- 8.36% |
$12.6K - $13.8K
|
18K
$141K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$96.6K - $106K
|
12.5K
$98.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.37K+ 22.5% |
$25.2K - $27.8K
|
18.4K
$144K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$9.71K - $10.7K
|
1.3K
$10.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Wealthspring Capital LLC
|
BUY
|
- |
29.9KNew |
$223K - $246K
|
29.9K
$235K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.42KNew |
$18.1K - $19.9K
|
2.42K
$19K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
364+ 0.3% |
$2.72K - $3K
|
123K
$965K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-54.7K- 57.61% |
$408K - $451K
|
40.2K
$316K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.32KNew |
$17.3K - $19.1K
|
2.32K
$18.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$747 - $825
|
100
$786
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-47.2K- 7.99% |
$363K - $402K
|
544K
$4.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$768 - $852
|
100
$786
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-831- 1.59% |
$6.38K - $7.08K
|
51.5K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
881+ 25.11% |
$6.77K - $7.51K
|
4.39K
$34.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30K+ 150.0% |
$230K - $256K
|
50K
$393K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
325+ 1.85% |
$2.5K - $2.77K
|
17.9K
$141K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
187New |
$1.44K - $1.59K
|
187
$1.47K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.44K- 91.36% |
$26.4K - $29.3K
|
325
$2.55K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-527- 1.44% |
$4.05K - $4.49K
|
36K
$283K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
700New |
$5.48K - $6.27K
|
700
$5.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$158K - $181K
|
20.2K
$159K
|
|
|
Aug 15, 2022
Q2 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
44.7KNew |
$350K - $400K
|
44.7K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
11.3KNew |
$88.7K - $102K
|
11.3K
$89.1K
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$97.9K - $112K
|
12.5K
$98.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
50.4KNew |
$394K - $451K
|
50.4K
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
3.6KNew |
$28.2K - $32.3K
|
3.6K
$28.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40KNew |
$313K - $358K
|
40K
$314K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16KNew |
$125K - $143K
|
16K
$126K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8.51KNew |
$66.6K - $76.2K
|
8.51K
$66.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
16.3KNew |
$128K - $146K
|
16.3K
$128K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
40.5KNew |
$317K - $363K
|
40.5K
$318K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62KNew |
$12.7K - $14.5K
|
1.62K
$12.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
387New |
$3.03K - $3.47K
|
387
$3.04K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$1.21K - $1.39K
|
155
$1.22K
|
|