Purchases and Sales Made in Q1 2024 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q1 2024. The information is specifically focused on institutions that hold shares of Saba Capital Income & Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
218K+ 291.05% |
$1.57M - $1.69M
|
293K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
128K+ 335.92% |
$921K - $995K
|
167K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 33.43% |
$837K - $904K
|
465K
$3.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
104KNew |
$745K - $804K
|
104K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
69.8K+ 2.26% |
$501K - $541K
|
3.15M
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
65K+ 35.14% |
$467K - $504K
|
250K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
43.5KNew |
$313K - $337K
|
43.5K
$341K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5KNew |
$305K - $329K
|
42.5K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
27.8K+ 14.59% |
$200K - $216K
|
219K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.8K+ 14.97% |
$128K - $138K
|
137K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15KNew |
$107K - $116K
|
15K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
13K+ 8.49% |
$93.1K - $100K
|
166K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$77.2K - $83.3K
|
10.7K
$84.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$75.1K - $81.1K
|
10.5K
$82K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.95K+ 33.83% |
$71.4K - $77.1K
|
39.3K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.11K+ 4.39% |
$65.4K - $70.6K
|
217K
$1.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.85K+ 57.43% |
$42K - $45.4K
|
16K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.15K+ 2.09% |
$37K - $39.9K
|
251K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.52K+ 3.88% |
$32.5K - $35K
|
121K
$948K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.39K+ 9.99% |
$31.5K - $34K
|
48.3K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.12K+ 5.69% |
$29.6K - $31.9K
|
76.6K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.74KNew |
$26.8K - $28.9K
|
3.74K
$29.3K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 11.92% |
$19.7K - $21.3K
|
25.8K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.16K+ 5.65% |
$15.5K - $16.7K
|
40.4K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
2.03K+ 4.2% |
$14.5K - $15.7K
|
50.2K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.84K+ 3.03% |
$13.2K - $14.3K
|
62.7K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
884+ 221.0% |
$6.35K - $6.85K
|
1.28K
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
879+ 31.27% |
$6.31K - $6.81K
|
3.69K
$28.9K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
751+ 4.91% |
$5.39K - $5.82K
|
16K
$126K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
751+ 4.76% |
$5.39K - $5.82K
|
16.5K
$130K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
724+ 6.39% |
$5.2K - $5.61K
|
12.1K
$94.5K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
600+ 0.92% |
$4.31K - $4.65K
|
65.9K
$516K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
529+ 3.8% |
$3.8K - $4.1K
|
14.4K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-51- 0.43% |
$366 - $395
|
11.7K
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-650- 4.03% |
$4.67K - $5.04K
|
15.5K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.86K- 18.96% |
$20.5K - $22.1K
|
12.2K
$95.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.32K- 0.5% |
$23.8K - $25.7K
|
665K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.32K- 0.5% |
$23.8K - $25.7K
|
665K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.72K- 16.76% |
$33.9K - $36.6K
|
23.4K
$184K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.03K- 13.89% |
$36.1K - $39K
|
31.2K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.76K- 6.22% |
$48.6K - $52.4K
|
102K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.91K- 0.38% |
$63.9K - $69K
|
2.31M
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 18.02% |
$72.3K - $78K
|
45.8K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-12.5K- 4.91% |
$89.5K - $96.6K
|
241K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-16.2K- 4.43% |
$116K - $126K
|
350K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.7K- 29.38% |
$127K - $137K
|
42.6K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38.5K- 6.79% |
$277K - $298K
|
528K
$4.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.3K- 7.68% |
$397K - $429K
|
665K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-63.8K- 81.05% |
$458K - $494K
|
14.9K
$117K
|