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 73 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $98.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
61,148
shares
|
$465,947
0.29% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,494
shares
|
$422,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
48,502
shares
|
$369,585
0.04% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 14, 2024 Q3 2024 |
44,689
shares
|
$340,530
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
43,785
shares
|
$333,641
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
40,758
shares
|
$310,575
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
38,142
shares
|
$290,642
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,606
shares
|
$286,557
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
36,007
shares
|
$274,373
0.05% of portfolio
|
Q3 2022
Reduced 1.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,774
shares
|
$264,977
0.0% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
31,316
shares
|
$238,627
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,673
shares
|
$226,108
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
29,304
shares
|
$223,296
0.0% of portfolio
|
Q3 2024
Added 44.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
28,380
shares
|
$216,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
22,580
shares
|
$172,059
0.1% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
19,098
shares
|
$145,526
0.0% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,643
shares
|
$134,439
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
16,008
shares
|
$121,980
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,471
shares
|
$117,889
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
15,322
shares
|
$116,753
0.0% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
13,917
shares
|
$106,047
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,860
shares
|
$105,613
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
13,332
shares
|
$101,589
0.0% of portfolio
|
Q2 2024
Added 10.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,690
shares
|
$96,697
0.0% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
12,547
shares
|
$95,608
0.02% of portfolio
|
Q1 2023
New holding
|