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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
276KNew |
$2.03M - $2.22M
|
276K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
122K+ 129.91% |
$894K - $978K
|
215K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.2K+ 318.01% |
$685K - $749K
|
122K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Hill Advisors LP
New York, NY |
BUY
|
- |
90.8KNew |
$668K - $730K
|
90.8K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
86.7K+ 3.51% |
$638K - $697K
|
2.56M
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85KNew |
$625K - $683K
|
85K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
66.5KNew |
$489K - $534K
|
66.5K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64.1KNew |
$471K - $515K
|
64.1K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.1K+ 172.71% |
$441K - $483K
|
94.8K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57K+ 61.04% |
$419K - $459K
|
150K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.5K+ 4.19% |
$371K - $406K
|
1.26M
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.6KNew |
$262K - $286K
|
35.6K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
32.7K+ 104.37% |
$240K - $263K
|
64K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28.3KNew |
$208K - $228K
|
28.3K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$184K - $201K
|
25K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 14.71% |
$154K - $168K
|
163K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$136K - $148K
|
18.5K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$107K - $117K
|
14.5K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$97.9K - $107K
|
13.3K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$94.1K - $103K
|
12.8K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 1248200.0% |
$91.7K - $100K
|
12.5K
$99.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
11.7KNew |
$86K - $94.1K
|
11.7K
$93.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$91.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 11.69% |
$83.6K - $91.5K
|
109K
$865K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.76K+ 11.88% |
$42.4K - $46.3K
|
54.3K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$40.4K - $44.2K
|
5.5K
$43.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.89K+ 3.23% |
$36K - $39.3K
|
156K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.22KNew |
$16.3K - $17.8K
|
2.22K
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 2.27% |
$10.3K - $11.3K
|
63K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 11.08% |
$7.9K - $8.64K
|
10.8K
$85.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 1.53% |
$7.35K - $8.04K
|
66.3K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$7.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
564+ 3.2% |
$4.15K - $4.53K
|
18.2K
$145K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$3.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
31+ 0.05% |
$228 - $249
|
61.2K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 0.04% |
$110 - $121
|
40.8K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.57% |
$58.8 - $64.3
|
1.42K
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$7.96
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
39.8K+ 15.79% |
$275K - $302K
|
292K
$2.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.4KNew |
$196K - $215K
|
28.4K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$69.2K - $75.9K
|
10K
$79.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.38K+ 0.75% |
$9.55K - $10.5K
|
186K
$1.48M
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
80.5K+ 185.0% |
$556K - $597K
|
124K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$103K - $110K
|
14.9K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$34.5K - $37.1K
|
5K
$39.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$20.7K - $22.2K
|
3K
$23.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390New |
$2.69K - $2.89K
|
390
$3.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 14.29% |
$2.07K - $2.22K
|
2.4K
$19.1K
|
|