Institutional Ownership Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,746,958
shares
|
$23 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
1,875,203
shares
|
$15.7 Million
1.16% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
733,954
shares
|
$6.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
685,417
shares
|
$5.74 Million
0.68% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
559,740
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
446,455
shares
|
$3.74 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
406,845
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Invesco Senior Secured Management Inc
New York, NY |
Aug 13, 2025 Q2 2025 |
395,337
shares
|
$3.31 Million
6.2% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
315,331
shares
|
$2.64 Million
0.05% of portfolio
|
Q2 2025
Added 43.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
282,185
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
269,718
shares
|
$2.26 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
265,396
shares
|
$2.22 Million
0.46% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
199,515
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
185,636
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Cf Capital LLC
Cohasset, MA |
Aug 14, 2025 Q2 2025 |
179,828
shares
|
$1.51 Million
1.85% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
159,255
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 418.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
148,026
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
143,845
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
139,859
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
134,113
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 39.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
109,860
shares
|
$919,528
0.0% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
99,725
shares
|
$834,698
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
98,579
shares
|
$825,106
0.0% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
95,200
shares
|
$796,823
0.43% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
90,059
shares
|
$753,793
0.62% of portfolio
|
Q1 2025
Added 1537.44%
|