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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.47MNew |
$17.1M - $18.8M
|
2.47M
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.21MNew |
$8.35M - $9.16M
|
1.21M
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.4K+ 12.0% |
$598K - $656K
|
807K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78K+ 16.03% |
$540K - $592K
|
565K
$4.43M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
75.8K+ 429.89% |
$525K - $575K
|
93.4K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$384K - $421K
|
55.5K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
39.8K+ 15.79% |
$275K - $302K
|
292K
$2.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.4KNew |
$196K - $215K
|
28.4K
$222K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
26.5K+ 0.87% |
$183K - $201K
|
3.06M
$24M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23K+ 59.71% |
$159K - $175K
|
61.6K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.6K+ 6.86% |
$122K - $134K
|
275K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.9K+ 10.87% |
$103K - $113K
|
152K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
13K+ 23.7% |
$89.9K - $98.6K
|
67.8K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$69.2K - $75.9K
|
10K
$78.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.7KNew |
$67.1K - $73.6K
|
9.7K
$76K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.04K+ 44.63% |
$62.6K - $68.6K
|
29.3K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.81K+ 5.81% |
$54K - $59.3K
|
142K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.7K+ 13.3% |
$39.4K - $43.2K
|
48.5K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.66K+ 6.36% |
$25.3K - $27.7K
|
61.1K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 1.55% |
$19.5K - $21.3K
|
184K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.57K+ 20.18% |
$17.8K - $19.5K
|
15.3K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 24.53% |
$17.3K - $19K
|
12.7K
$99.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41KNew |
$9.78K - $10.7K
|
1.41K
$11.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.38K+ 0.75% |
$9.55K - $10.5K
|
186K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 9.56% |
$6.92K - $7.59K
|
11.5K
$89.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
562+ 3.29% |
$3.89K - $4.27K
|
17.6K
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
457+ 1.56% |
$3.16K - $3.47K
|
29.7K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
276+ 2.48% |
$1.91K - $2.09K
|
11.4K
$89.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
135+ 0.36% |
$934 - $1.02K
|
38.1K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
48+ 0.41% |
$332 - $364
|
11.7K
$91.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.1% |
$96.9 - $106
|
13.9K
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33.4K+ 76.72% |
$230K - $247K
|
76.9K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$103K - $110K
|
14.9K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$34.5K - $37.1K
|
5K
$39.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$20.7K - $22.2K
|
3K
$23.5K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 3.01% |
$8.82K - $9.47K
|
43.8K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 10.6% |
$8.82K - $9.47K
|
13.3K
$105K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390New |
$2.69K - $2.89K
|
390
$3.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 14.29% |
$2.07K - $2.22K
|
2.4K
$18.8K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.74KNew |
$26.8K - $28.9K
|
3.74K
$29.3K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
506KNew |
$3.66M - $4M
|
506K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.6K+ 28.98% |
$626K - $685K
|
385K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.5KNew |
$119K - $131K
|
16.5K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$100K - $110K
|
13.9K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.8KNew |
$85.3K - $93.3K
|
11.8K
$92.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
766New |
$5.54K - $6.06K
|
766
$6.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
750New |
$5.42K - $5.93K
|
750
$5.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$3.62K - $3.96K
|
500
$3.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
474New |
$3.43K - $3.75K
|
474
$3.72K
|
|