Latest Institutional Purchases of Saba Capital Income & Opportunities Fund (BRW)
This list provides information on the latest institutional transactions involving Saba Capital Income & Opportunities Fund (BRW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
42.6M+ 188699.5% |
$329M - $360M
|
42.6M
$303M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.17MNew |
$9.03M - $9.9M
|
1.17M
$8.31M
|
|
|
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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
658K+ 1259.69% |
$5.08M - $5.57M
|
710K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
610KNew |
$4.71M - $5.16M
|
610K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
137KNew |
$1.06M - $1.16M
|
137K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
97KNew |
$749K - $821K
|
97K
$689K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91.7KNew |
$708K - $776K
|
91.7K
$651K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
89.3KNew |
$690K - $756K
|
89.3K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
86.2KNew |
$665K - $729K
|
86.2K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
82.3K+ 86.45% |
$635K - $696K
|
178K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
57.8K+ 154.44% |
$446K - $489K
|
95.3K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
46.9KNew |
$362K - $397K
|
46.9K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 48.32% |
$295K - $323K
|
117K
$832K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.1KNew |
$263K - $289K
|
34.1K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 9.8% |
$214K - $234K
|
310K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.5KNew |
$135K - $148K
|
17.5K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5K+ 8.75% |
$135K - $148K
|
217K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 85.17% |
$126K - $138K
|
35.5K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15KNew |
$116K - $127K
|
15K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4K+ 4.98% |
$104K - $114K
|
283K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.8KNew |
$90.9K - $99.6K
|
11.8K
$83.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 31.67% |
$89.4K - $97.9K
|
48.1K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 44.51% |
$85.2K - $93.4K
|
35.8K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$77.4K - $84.8K
|
10K
$71.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 1.98% |
$62.1K - $68K
|
415K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.98K+ 5.05% |
$38.4K - $42.1K
|
104K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 24.98% |
$37.2K - $40.8K
|
24.1K
$171K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.89K+ 7.63% |
$30K - $32.9K
|
54.9K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58KNew |
$19.9K - $21.8K
|
2.58K
$18.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.31K+ 8.5% |
$17.8K - $19.6K
|
29.5K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.2K+ 1.38% |
$17K - $18.6K
|
161K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.15K+ 4.93% |
$16.6K - $18.2K
|
45.8K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.99K+ 1.38% |
$15.3K - $16.8K
|
146K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.49K+ 3.14% |
$11.5K - $12.6K
|
49.1K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.25K+ 2.22% |
$9.65K - $10.6K
|
57.5K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 0.73% |
$8.36K - $9.16K
|
149K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1KNew |
$7.72K - $8.46K
|
1K
$7.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
853New |
$6.59K - $7.22K
|
853
$6.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
622New |
$4.8K - $5.26K
|
622
$4.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
600New |
$4.63K - $5.08K
|
600
$4.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
501New |
$3.87K - $4.24K
|
501
$3.56K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 2.67% |
$3.44K - $3.77K
|
17.2K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
385+ 2.62% |
$2.97K - $3.26K
|
15.1K
$107K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$2.7K - $2.96K
|
350
$2.49K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
269+ 0.42% |
$2.08K - $2.28K
|
63.7K
$452K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$1.16K - $1.27K
|
150
$1.07K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$154 - $169
|
11K
$78K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$7.72 - $8.46
|
1.27K
$9.02K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
55.8KNew |
$391K - $450K
|
55.8K
$396K
|
|