Purchases and Sales Made in Q1 2025 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
84.6K+ 1537.44% |
$643K - $673K
|
90.1K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2KNew |
$367K - $384K
|
48.2K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46KNew |
$350K - $366K
|
46K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
18KNew |
$137K - $143K
|
18K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15KNew |
$114K - $119K
|
15K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.27KNew |
$9.64K - $10.1K
|
1.27K
$9.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.12K+ 1.83% |
$8.52K - $8.92K
|
62.3K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-426- 3.95% |
$3.24K - $3.39K
|
10.3K
$79.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.45K- 15.56% |
$64.2K - $67.2K
|
45.8K
$352K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.5K- 76.71% |
$171K - $179K
|
6.83K
$52.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-88.5K- 12.59% |
$672K - $704K
|
614K
$4.72M
|