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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25.1KNew |
$176K - $202K
|
25.1K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$87.6K - $101K
|
12.5K
$88.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.77KNew |
$40.4K - $46.5K
|
5.77K
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.7K+ 43.16% |
$39.9K - $46K
|
18.9K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$13.4K - $15.5K
|
1.92K
$13.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
590+ 3.14% |
$4.13K - $4.76K
|
19.4K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
18KNew |
$137K - $143K
|
18K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$15.2K - $15.9K
|
2K
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.35KNew |
$10.3K - $10.7K
|
1.35K
$9.59K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
500+ 5.0% |
$3.8K - $3.98K
|
10.5K
$74.6K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64.1KNew |
$471K - $515K
|
64.1K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$184K - $201K
|
25K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$136K - $148K
|
18.5K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$94.1K - $103K
|
12.8K
$90.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
11.5KNew |
$84.8K - $92.7K
|
11.5K
$81.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.22KNew |
$16.3K - $17.8K
|
2.22K
$15.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$16.2K - $17.7K
|
2.2K
$15.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$7.35K - $8.04K
|
1K
$7.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$3.68K - $4.02K
|
500
$3.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.57% |
$58.8 - $64.3
|
1.42K
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$7.35 - $8.04
|
1
$7.1
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
39.8K+ 15.79% |
$275K - $302K
|
292K
$2.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.4KNew |
$196K - $215K
|
28.4K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.38K+ 0.75% |
$9.55K - $10.5K
|
186K
$1.32M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$103K - $110K
|
14.9K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$34.5K - $37.1K
|
5K
$35.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$20.7K - $22.2K
|
3K
$21.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390New |
$2.69K - $2.89K
|
390
$2.77K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 14.29% |
$2.07K - $2.22K
|
2.4K
$17K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.74KNew |
$26.8K - $28.9K
|
3.74K
$26.5K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
506KNew |
$3.66M - $4M
|
506K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.5KNew |
$119K - $131K
|
16.5K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$100K - $110K
|
13.9K
$98.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.8KNew |
$85.3K - $93.3K
|
11.8K
$83.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
766New |
$5.54K - $6.06K
|
766
$5.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
750New |
$5.42K - $5.93K
|
750
$5.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$3.62K - $3.96K
|
500
$3.55K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
474New |
$3.43K - $3.75K
|
474
$3.37K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
470KNew |
$3.57M - $3.77M
|
470K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.15KNew |
$39.2K - $41.3K
|
5.15K
$36.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.63KNew |
$20K - $21.1K
|
2.63K
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Senior Secured Management Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.61 - $8.03
|
395K
$2.81M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31.9KNew |
$244K - $263K
|
31.9K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.24KNew |
$24.8K - $26.7K
|
3.24K
$23K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
420New |
$3.22K - $3.47K
|
420
$2.98K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
125New |
$959 - $1.03K
|
125
$888
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 132.08% |
$117K - $127K
|
26.6K
$189K
|
|