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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
307KNew |
$2.34M - $2.45M
|
307K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
220KNew |
$1.67M - $1.75M
|
220K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
220KNew |
$1.67M - $1.75M
|
220K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 130.69% |
$1.62M - $1.7M
|
376K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
200K+ 7.81% |
$1.52M - $1.59M
|
2.76M
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119K+ 97.36% |
$906K - $949K
|
242K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
84.6K+ 1537.44% |
$643K - $673K
|
90.1K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
82.4K+ 15.49% |
$627K - $656K
|
615K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67KNew |
$509K - $534K
|
67K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2KNew |
$367K - $384K
|
48.2K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46KNew |
$350K - $366K
|
46K
$375K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37.5K+ 24.91% |
$285K - $298K
|
188K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.3K+ 194.94% |
$215K - $226K
|
42.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 17.27% |
$164K - $172K
|
146K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4K+ 48.3% |
$148K - $155K
|
59.6K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
18KNew |
$137K - $143K
|
18K
$147K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$131K - $137K
|
17.3K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 15.42% |
$127K - $133K
|
125K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15KNew |
$114K - $119K
|
15K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.2KNew |
$100K - $105K
|
13.2K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
11.8K+ 20.1% |
$89.4K - $93.6K
|
70.3K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 1.44% |
$79.5K - $83.3K
|
738K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.88K+ 2.48% |
$29.5K - $30.9K
|
160K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$15.2K - $15.9K
|
2K
$16.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 2.25% |
$10.8K - $11.3K
|
64.4K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.35KNew |
$10.3K - $10.7K
|
1.35K
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.27KNew |
$9.64K - $10.1K
|
1.27K
$10.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.12K+ 1.83% |
$8.52K - $8.92K
|
62.3K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
921+ 3.31% |
$7K - $7.33K
|
28.7K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
565+ 3.1% |
$4.29K - $4.5K
|
18.8K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
500+ 5.0% |
$3.8K - $3.98K
|
10.5K
$85.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
435+ 3.27% |
$3.31K - $3.46K
|
13.8K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.19% |
$152 - $159
|
10.5K
$85.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-1- -0.0% |
$7.6 - $7.96
|
90.8K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-131- 1.12% |
$996 - $1.04K
|
11.6K
$94.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-221- 0.26% |
$1.68K - $1.76K
|
84.8K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-332- 2.26% |
$2.52K - $2.64K
|
14.3K
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-426- 3.95% |
$3.24K - $3.39K
|
10.3K
$84.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1K- 1.51% |
$7.6K - $7.96K
|
65.3K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 2.76% |
$8.54K - $8.95K
|
39.6K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45K- 11.77% |
$11K - $11.6K
|
10.9K
$88.8K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.34K- 15.34% |
$33K - $34.6K
|
24K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.88K- 13.69% |
$37.1K - $38.8K
|
30.7K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.45K- 15.56% |
$64.2K - $67.2K
|
45.8K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-10.7K- 5.47% |
$81.2K - $85K
|
184K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-20K- 22.33% |
$152K - $159K
|
69.5K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20K- 21.09% |
$152K - $159K
|
74.8K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-22K- 10.23% |
$167K - $175K
|
193K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.5K- 76.71% |
$171K - $179K
|
6.83K
$55.7K
|