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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
446KNew |
$3.13M - $3.6M
|
446K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
129K+ 418.32% |
$900K - $1.04M
|
159K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
99.7KNew |
$698K - $804K
|
99.7K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.5K+ 43.47% |
$669K - $770K
|
315K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
71.2K+ 11.59% |
$498K - $574K
|
685K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
55.8KNew |
$391K - $450K
|
55.8K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.4K+ 16.72% |
$283K - $326K
|
282K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.4KNew |
$262K - $302K
|
37.4K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 214.47% |
$244K - $280K
|
51K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 8.11% |
$214K - $246K
|
407K
$3.41M
|
|
|
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 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
24.9K+ 35.42% |
$174K - $201K
|
95.2K
$797K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 16.32% |
$96.8K - $111K
|
98.6K
$825K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$87.6K - $101K
|
12.5K
$105K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 182.37% |
$87.2K - $100K
|
19.3K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 6.15% |
$80.9K - $93.1K
|
200K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$76.8K - $88.4K
|
11K
$91.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.7K+ 43.16% |
$39.9K - $46K
|
18.9K
$158K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 7.26% |
$30.3K - $34.9K
|
64K
$535K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.21K+ 28.12% |
$29.5K - $34K
|
19.2K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.18K+ 5.58% |
$29.2K - $33.7K
|
79K
$661K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 8.31% |
$28K - $32.3K
|
52.2K
$437K
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 7.04% |
$19.5K - $22.5K
|
42.4K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.22K+ 3.4% |
$15.5K - $17.9K
|
67.5K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$13.4K - $15.5K
|
1.92K
$16.1K
|
|
|
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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53K+ 3.31% |
$10.7K - $12.3K
|
47.6K
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.13K+ 1.82% |
$7.92K - $9.12K
|
63.4K
$531K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
590+ 3.14% |
$4.13K - $4.76K
|
19.4K
$162K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351+ 2.45% |
$2.46K - $2.83K
|
14.7K
$123K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 0.75% |
$546 - $629
|
10.4K
$87.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62+ 0.59% |
$434 - $500
|
10.5K
$88.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
84.6K+ 1537.44% |
$643K - $673K
|
90.1K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.3K+ 194.94% |
$215K - $226K
|
42.9K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
18KNew |
$137K - $143K
|
18K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$15.2K - $15.9K
|
2K
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.35KNew |
$10.3K - $10.7K
|
1.35K
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.27KNew |
$9.64K - $10.1K
|
1.27K
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
500+ 5.0% |
$3.8K - $3.98K
|
10.5K
$87.9K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64.1KNew |
$471K - $515K
|
64.1K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.5K+ 4.19% |
$371K - $406K
|
1.26M
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$184K - $201K
|
25K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$136K - $148K
|
18.5K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$94.1K - $103K
|
12.8K
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$96.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.22KNew |
$16.3K - $17.8K
|
2.22K
$18.6K
|
|