Purchases and Sales Made in Q2 2024 in Saba Capital Income & Opportunities Fund (BRW)
This table provides information about the institutional ownership of Saba Capital Income & Opportunities Fund (BRW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
80.5K+ 185.0% |
$556K - $597K
|
124K
$978K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
80.5K+ 77.64% |
$556K - $597K
|
184K
$1.45M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 8.32% |
$382K - $410K
|
720K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 8.32% |
$382K - $410K
|
720K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
49.9K+ 1.58% |
$344K - $370K
|
3.2M
$25.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
38.5KNew |
$266K - $286K
|
38.5K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33.4K+ 76.72% |
$230K - $247K
|
76.9K
$606K
|
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
33.3K+ 15.21% |
$230K - $246K
|
252K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$122K - $131K
|
17.6K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$103K - $110K
|
14.9K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13.9KNew |
$95.9K - $103K
|
13.9K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 11.16% |
$93.1K - $100K
|
134K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 39.31% |
$70.1K - $75.2K
|
36K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.18K+ 19.01% |
$63.4K - $68K
|
57.5K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.36K+ 2.94% |
$50.8K - $54.5K
|
257K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.79K+ 24.71% |
$39.9K - $42.9K
|
29.2K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.29K+ 35.34% |
$36.5K - $39.2K
|
20.3K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$34.5K - $37.1K
|
5K
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
4.59K+ 9.14% |
$31.7K - $34K
|
54.8K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$20.7K - $22.2K
|
3K
$23.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43K+ 6.02% |
$16.8K - $18K
|
42.8K
$337K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.16K+ 2.82% |
$14.9K - $16K
|
78.7K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2K+ 18.61% |
$13.8K - $14.8K
|
12.7K
$100K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 10.6% |
$8.82K - $9.47K
|
13.3K
$105K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 3.01% |
$8.82K - $9.47K
|
43.8K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
561+ 3.4% |
$3.87K - $4.16K
|
17.1K
$135K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390New |
$2.69K - $2.89K
|
390
$3.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 14.29% |
$2.07K - $2.22K
|
2.4K
$18.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-1- -0.0% |
$6.9 - $7.41
|
90.8K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$6.9 - $7.41
|
3.69K
$29.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-77- 0.66% |
$531 - $571
|
11.6K
$91.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-95- 0.01% |
$656 - $704
|
1.35M
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-207- 0.15% |
$1.43K - $1.53K
|
137K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-600- 0.91% |
$4.14K - $4.45K
|
65.3K
$514K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-750- 6.65% |
$5.18K - $5.56K
|
10.5K
$82.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-884- 68.85% |
$6.1K - $6.55K
|
400
$3.15K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 8.9% |
$7.5K - $8.05K
|
11.1K
$87.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.82K- 12.62% |
$12.5K - $13.4K
|
12.6K
$99K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-3.02K- 1.82% |
$20.8K - $22.4K
|
163K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.2K- 3.14% |
$22.1K - $23.7K
|
98.7K
$778K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8K- 10.49% |
$33.1K - $35.6K
|
41K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.85K- 36.48% |
$40.4K - $43.4K
|
10.2K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-7.8K- 2.23% |
$53.8K - $57.8K
|
342K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 25.53% |
$75.1K - $80.6K
|
31.7K
$250K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.4K- 44.34% |
$120K - $129K
|
21.9K
$173K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.7K- 39.38% |
$170K - $183K
|
38K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-28.6K- 11.4% |
$197K - $212K
|
222K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-32K- 19.23% |
$221K - $237K
|
135K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-35.3K- 16.29% |
$244K - $262K
|
181K
$1.43M
|