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 101 institutions that hold shares in the stock, with a total of 55.8 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
35,549
shares
|
$252,397
0.01% of portfolio
|
Q3 2025
Added 85.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
34,327
shares
|
$243,721
0.0% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
34,125
shares
|
$242,287
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
33,469
shares
|
$237,629
0.03% of portfolio
|
Q3 2025
Reduced 95.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
33,356
shares
|
$236,827
0.0% of portfolio
|
Q3 2025
Reduced 50.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,523
shares
|
$209,613
0.0% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
24,117
shares
|
$171,230
0.0% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 13, 2025 Q3 2025 |
22,344
shares
|
$158,642
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$127,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,508
shares
|
$124,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
17,158
shares
|
$121,821
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,078
shares
|
$107,053
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$106,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,705
shares
|
$104,405
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,860
shares
|
$98,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
13,500
shares
|
$95,850
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
11,773
shares
|
$83,588
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
11,532
shares
|
$81,877
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,985
shares
|
$77,993
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,357
shares
|
$73,534
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
10,028
shares
|
$71,198
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,000
shares
|
$71,000
0.07% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,941
shares
|
$70,581
0.01% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,067
shares
|
$64,375
0.0% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
8,509
shares
|
$60,413
0.04% of portfolio
|
Q2 2022
New holding
|
|