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 87 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,757,876
shares
|
$23.1 Million
0.12% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
2,404,274
shares
|
$20.2 Million
1.24% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
738,428
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
685,417
shares
|
$5.75 Million
0.68% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
614,821
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Invesco Senior Secured Management Inc
New York, NY |
May 12, 2025 Q1 2025 |
395,337
shares
|
$3.32 Million
6.19% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
376,329
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 130.69%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
307,253
shares
|
$2.58 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
241,754
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Added 97.36%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
239,596
shares
|
$2.01 Million
0.4% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
223,016
shares
|
$1.87 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Cf Capital LLC
Cohasset, MA |
May 14, 2025 Q1 2025 |
220,009
shares
|
$1.85 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
219,790
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
193,307
shares
|
$1.62 Million
0.61% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
187,960
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
185,636
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
184,479
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
160,327
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
146,371
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
125,490
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Oak Hill Advisors LP
New York, NY |
May 15, 2025 Q1 2025 |
90,832
shares
|
$762,080
0.15% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
90,059
shares
|
$755,595
0.62% of portfolio
|
Q1 2025
Added 1537.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
84,750
shares
|
$711,052
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
74,831
shares
|
$627,832
0.0% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,808
shares
|
$619,249
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|