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 $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,224
shares
|
$136,119
0.0% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,008
shares
|
$134,307
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,471
shares
|
$129,801
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,098
shares
|
$126,672
0.0% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,984
shares
|
$125,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,342
shares
|
$120,329
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,860
shares
|
$116,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,756
shares
|
$115,412
0.0% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
13,500
shares
|
$113,265
0.06% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,208
shares
|
$110,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,483
shares
|
$104,732
0.0% of portfolio
|
Q4 2024
Added 1248200.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,575
shares
|
$97,114
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
11,532
shares
|
$96,753
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,965
shares
|
$91,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,891
shares
|
$91,375
0.0% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$88,095
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,484
shares
|
$87,960
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,349
shares
|
$86,828
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
8,509
shares
|
$71,390
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
3,600
shares
|
$30,204
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,000
shares
|
$25,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,320
shares
|
$19,464
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,200
shares
|
$18,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,000
shares
|
$16,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,920
shares
|
$16,108
0.0% of portfolio
|
Q2 2025
New holding
|