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 |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
73,191
shares
|
$614,072
0.24% of portfolio
|
Q1 2025
Reduced 64.61%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,300
shares
|
$589,817
0.33% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
69,467
shares
|
$582,828
0.05% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
67,035
shares
|
$562,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
65,274
shares
|
$547,648
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
64,369
shares
|
$540,055
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
63,431
shares
|
$532,186
0.34% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,642
shares
|
$500,396
0.0% of portfolio
|
Q1 2025
Added 48.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,231
shares
|
$404,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
46,037
shares
|
$386,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
May 14, 2025 Q1 2025 |
44,689
shares
|
$374,940
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
43,607
shares
|
$365,862
0.04% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
42,890
shares
|
$359,847
0.0% of portfolio
|
Q1 2025
Added 194.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,649
shares
|
$332,655
0.0% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,606
shares
|
$315,514
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
36,007
shares
|
$302,098
0.05% of portfolio
|
Q3 2022
Reduced 1.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
30,725
shares
|
$257,782
0.01% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
28,728
shares
|
$241,027
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
23,983
shares
|
$201,217
0.0% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
22,580
shares
|
$189,446
0.11% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,297
shares
|
$161,901
0.0% of portfolio
|
Q2 2025
Added 182.37%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,772
shares
|
$157,497
0.0% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
18,453
shares
|
$154,820
0.0% of portfolio
|
Q1 2025
Reduced 72.24%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
18,000
shares
|
$151,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
17,250
shares
|
$144,727
0.12% of portfolio
|
Q1 2025
New holding
|