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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 182.37% |
$87.2K - $100K
|
19.3K
$157K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.13K+ 1.82% |
$7.92K - $9.12K
|
63.4K
$517K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
307KNew |
$2.34M - $2.45M
|
307K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
220KNew |
$1.67M - $1.75M
|
220K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
220KNew |
$1.67M - $1.75M
|
220K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 130.69% |
$1.62M - $1.7M
|
376K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
200K+ 7.81% |
$1.52M - $1.59M
|
2.76M
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119K+ 97.36% |
$906K - $949K
|
242K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
84.6K+ 1537.44% |
$643K - $673K
|
90.1K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
82.4K+ 15.49% |
$627K - $656K
|
615K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67KNew |
$509K - $534K
|
67K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2KNew |
$367K - $384K
|
48.2K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46KNew |
$350K - $366K
|
46K
$375K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37.5K+ 24.91% |
$285K - $298K
|
188K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.3K+ 194.94% |
$215K - $226K
|
42.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 17.27% |
$164K - $172K
|
146K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4K+ 48.3% |
$148K - $155K
|
59.6K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
18KNew |
$137K - $143K
|
18K
$147K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$131K - $137K
|
17.3K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 15.42% |
$127K - $133K
|
125K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15KNew |
$114K - $119K
|
15K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.2KNew |
$100K - $105K
|
13.2K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
11.8K+ 20.1% |
$89.4K - $93.6K
|
70.3K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 1.44% |
$79.5K - $83.3K
|
738K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.88K+ 2.48% |
$29.5K - $30.9K
|
160K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$15.2K - $15.9K
|
2K
$16.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 2.25% |
$10.8K - $11.3K
|
64.4K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.35KNew |
$10.3K - $10.7K
|
1.35K
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.27KNew |
$9.64K - $10.1K
|
1.27K
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
921+ 3.31% |
$7K - $7.33K
|
28.7K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
565+ 3.1% |
$4.29K - $4.5K
|
18.8K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
500+ 5.0% |
$3.8K - $3.98K
|
10.5K
$85.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
435+ 3.27% |
$3.31K - $3.46K
|
13.8K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.19% |
$152 - $159
|
10.5K
$85.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64.1KNew |
$471K - $515K
|
64.1K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.5K+ 4.19% |
$371K - $406K
|
1.26M
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$184K - $201K
|
25K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$136K - $148K
|
18.5K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$94.1K - $103K
|
12.8K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 1248200.0% |
$91.7K - $100K
|
12.5K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$94K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 6.28% |
$18.3K - $20K
|
42.1K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.22KNew |
$16.3K - $17.8K
|
2.22K
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$17.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$8.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$4.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.57% |
$58.8 - $64.3
|
1.42K
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$8.15
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
39.8K+ 15.79% |
$275K - $302K
|
292K
$2.38M
|
|