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Saba Capital Income & Opportunities Fund II (SABA) Institutional Ownership

Saba Capital Income & Opportunities Fund II logo
$8.93 -0.03 (-0.33%)
As of 12:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for Saba Capital Income & Opportunities Fund II (NYSE:SABA)

Current
Institutional Ownership
Percentage
22.22%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$66.18M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.61M
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SABA Institutional Buying and Selling by Quarter

Saba Capital Income & Opportunities Fund II Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025 Gridiron Partners LLC394,682$3.60M0.3%+596.0%1.397%
10/14/2025 Farther Finance Advisors LLC8,285$76K0.0%N/A0.029%
10/9/2025 Harbour Capital Advisors LLC25,117$229K0.0%-26.8%0.089%
9/4/2025Osaic Holdings Inc.31,540$290K0.0%+16.5%0.112%
8/15/2025Hara Capital LLC188,902$1.74M1.1%-3.9%0.669%
8/15/2025Bank of America Corp DE20,549$189K0.0%+35.2%0.073%
8/14/2025Raymond James Financial Inc.71,402$656K0.0%+2.9%0.253%
8/13/2025Thomas J. Herzfeld Advisors Inc.1,750,772$16.09M5.7%+2.9%6.197%
8/13/2025Walleye Capital LLC25,011$230K0.0%+6.2%0.089%
8/13/2025Baird Financial Group Inc.99,116$911K0.0%+101.2%0.351%
8/13/2025Scotia Capital Inc.364,172$3.35M0.0%+32.6%1.289%
8/13/2025Choreo LLC132,389$1.22M0.0%-40.2%0.469%
8/12/2025Advisors Asset Management Inc.273,452$2.51M0.0%+45.5%0.968%
8/8/2025Cetera Investment Advisers29,468$271K0.0%+11.8%0.104%
8/8/2025Fiera Capital Corp314,974$2.90M0.0%-2.2%1.115%
8/5/2025Shaker Financial Services LLC288,813$2.65M0.9%+14.4%1.022%
8/1/2025Envestnet Asset Management Inc.931,476$8.56M0.0%+4.7%3.297%
7/28/2025Mutual Advisors LLC120,485$1.12M0.0%-5.1%0.426%
7/23/2025Clear Creek Financial Management LLC13,025$120K0.0%+10.6%0.046%
7/23/2025Abel Hall LLC10,000$92K0.0%N/A0.035%
7/17/2025Melfa Wealth Management Inc.16,875$155K0.1%-30.1%0.060%
7/16/2025Patron Partners LLC16,490$152K0.1%-10.8%0.058%
7/15/2025Absolute Investment Advisers LLC13,742$126K0.0%N/A0.049%
7/10/2025Wealth Enhancement Advisory Services LLC13,523$125K0.0%-9.8%0.048%
5/16/2025Advisors Asset Management Inc.187,881$1.64M0.0%N/A0.584%
5/15/2025Baird Financial Group Inc.49,264$429K0.0%+49.1%0.153%
5/15/2025Landscape Capital Management L.L.C.32,015$279K0.0%-69.9%0.099%
5/14/2025Thomas J. Herzfeld Advisors Inc.1,701,210$14.80M5.0%+18.4%5.285%
5/14/2025Walleye Capital LLC23,543$205K0.0%N/A0.073%
5/13/2025Kovitz Investment Group Partners LLC891,607$7.85M0.0%+17.7%2.770%
5/13/2025HighTower Advisors LLC24,114$210K0.0%-22.6%0.075%
5/12/2025Invesco Ltd.390,251$3.40M0.0%-2.5%1.212%
5/9/2025Chicago Partners Investment Group LLC10,886$96K0.0%N/A0.034%
5/9/2025Shaker Financial Services LLC252,519$2.20M0.9%+41.0%0.784%
5/9/2025Scotia Capital Inc.274,595$2.39M0.0%+19.1%0.853%
5/8/2025US Bancorp DE4,007$35K0.0%N/A0.012%
5/6/2025Cetera Investment Advisers26,350$229K0.0%N/A0.082%
5/6/2025Choreo LLC221,213$1.93M0.0%+10.1%0.687%
5/5/2025Private Advisor Group LLC78,248$681K0.0%+2.6%0.243%
4/30/2025Hara Capital LLC196,608$1.71M1.2%-35.2%0.611%
4/30/2025Rock Point Advisors LLC17,138$149K0.0%-16.4%0.053%
4/29/2025Envestnet Asset Management Inc.889,377$7.74M0.0%+27.3%2.763%
4/28/2025Mutual Advisors LLC127,020$1.08M0.0%-9.0%0.395%
4/28/2025Clear Creek Financial Management LLC11,775$102K0.0%N/A0.037%
4/22/2025Comprehensive Money Management Services LLC112,314$977K0.8%+1.7%0.349%
4/17/2025Janney Montgomery Scott LLC12,793$111K0.0%-11.7%0.040%
4/16/2025Wealth Enhancement Advisory Services LLC14,990$130K0.0%-18.3%0.047%
4/15/2025Noble Wealth Management PBC65,009$566K0.4%+290.4%0.202%
4/10/2025Gilman Hill Asset Management LLC15,000$130K0.0%-14.3%0.047%
3/14/2025Hara Capital LLC303,606$2.75M1.7%-13.8%0.943%
3/4/2025Comprehensive Money Management Services LLC110,468$1.00M0.8%N/A0.343%
2/27/2025Jefferies Financial Group Inc.25,000$226K0.0%N/A0.078%
2/25/2025Shufro Rose & Co. LLC13,500$122K0.0%N/A0.042%
2/18/2025CSS LLC IL125,692$1.14M0.1%-4.7%0.390%
2/17/2025Saba Capital Management L.P.3,158,722$28.62M0.7%-5.4%9.813%
2/17/2025Jefferies Financial Group Inc.25,000$226K0.0%N/A0.078%
2/17/2025K2 Principal Fund L.P.23,000$208K0.0%+15.0%0.071%
2/14/2025Kovitz Investment Group Partners LLC757,297$6.86M0.0%+9.5%2.353%
2/14/2025Shaker Financial Services LLC179,109$1.62M0.6%+16.9%0.556%
2/13/2025Scotia Capital Inc.230,479$2.09M0.0%+39.2%0.716%
2/13/2025Raymond James Financial Inc.72,321$655K0.0%N/A0.225%
2/13/2025Invesco Ltd.400,236$3.63M0.0%+5.3%1.243%
2/13/2025Envestnet Asset Management Inc.698,491$6.33M0.0%+36.0%2.170%
2/13/2025Wells Fargo & Company MN716,776$6.49M0.0%+933.7%2.227%
2/12/2025Landscape Capital Management L.L.C.106,310$963K0.1%-28.9%0.330%
2/12/2025Thomas J. Herzfeld Advisors Inc.1,436,590$13.02M4.2%+152.0%4.463%
2/7/2025HighTower Advisors LLC31,156$282K0.0%-11.5%0.097%
2/7/2025Independent Advisor Alliance81,650$740K0.0%+9.1%0.254%
2/6/2025Raymond James Financial Inc.72,321$655K0.0%N/A0.225%
2/5/2025Noble Wealth Management PBC16,650$151K0.1%N/A0.052%
2/3/2025Private Advisor Group LLC76,248$691K0.0%-9.4%0.237%
1/31/2025Hara Capital LLC325,085$2.95M1.9%-7.7%1.010%
1/28/2025Visionary Horizons LLC51,604$468K0.3%-2.6%0.160%
1/27/2025Choreo LLC200,876$1.81M0.0%+74.9%0.624%
1/17/2025Mutual Advisors LLC139,585$1.26M0.0%-3.2%0.434%
1/17/2025Janney Montgomery Scott LLC14,490$131K0.0%N/A0.045%
1/16/2025Gilman Hill Asset Management LLC17,500$159K0.0%+75.0%0.054%
12/3/2024Rivernorth Capital Management LLC3,088,302$26.28M1.3%-7.2%9.594%
11/25/2024Tidal Investments LLC110,724$942K0.0%+1.2%0.344%
11/15/2024K2 Principal Fund L.P.20,000$170K0.0%N/A0.062%
11/15/2024Kovitz Investment Group Partners LLC691,416$5.84M0.0%N/A2.148%
11/15/2024Rivernorth Capital Management LLC4,575,754$38.94M1.9%+37.5%14.215%
11/15/2024Garden State Investment Advisory Services LLC16,250$138K0.0%N/A0.050%
11/13/2024Independent Advisor Alliance74,825$637K0.0%+22.7%0.232%
11/12/2024Penserra Capital Management LLC561,771$4.78M0.1%N/A1.745%
11/9/2024Landscape Capital Management L.L.C.149,486$1.27M0.1%-52.3%0.464%
11/5/2024Nations Financial Group Inc. IA ADV21,610$184K0.0%-33.5%0.067%
11/1/2024Fiera Capital Corp342,605$2.92M0.0%+235.2%1.064%
10/31/2024Hara Capital LLC352,163$3.00M1.8%N/A1.094%
10/31/2024Shaker Financial Services LLC153,213$1.30M0.5%N/A0.476%
10/30/2024Catalina Capital Group LLC46,320$394K0.1%+62.0%0.144%
10/24/2024Wealth Enhancement Advisory Services LLC19,105$163K0.0%N/A0.059%
10/22/2024International Assets Investment Management LLC4,255$36K0.0%+751.0%0.013%
10/22/2024Private Advisor Group LLC84,148$716K0.0%+729.4%0.261%
10/10/2024Gilman Hill Asset Management LLC10,000$85K0.0%N/A0.031%
8/14/2024Evergreen Capital Management LLC31,592$246K0.0%N/A0.098%
8/9/2024Rock Point Advisors LLC20,738$162K0.0%N/A0.064%
8/8/2024Envestnet Asset Management Inc.363,256$2.83M0.0%N/A1.128%
8/8/2024Prevail Innovative Wealth Advisors LLC98,465$768K0.3%N/A0.306%
8/7/2024Choreo LLC90,058$701K0.0%N/A0.280%
(Data available from 1/1/2016 forward)

SABA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SABA shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund II. The most heavily invested institutionals were Saba Capital Management L.P. ($28.62M), Rivernorth Capital Management LLC ($26.28M), Thomas J. Herzfeld Advisors Inc. ($16.09M), Envestnet Asset Management Inc. ($8.56M), Kovitz Investment Group Partners LLC ($7.85M), Wells Fargo & Company MN ($6.49M), and Penserra Capital Management LLC ($4.78M).Learn more on Saba Capital Income & Opportunities Fund II's institutional investors.

What percentage of Saba Capital Income & Opportunities Fund II's stock is owned by institutional investors?

22.22% of Saba Capital Income & Opportunities Fund II's stock is owned by institutional investors. Learn more on SABA's institutional investor holdings.

Which institutional investors have been buying Saba Capital Income & Opportunities Fund II's stock?

Of the 50 institutional investors that purchased Saba Capital Income & Opportunities Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($1.25M), Thomas J. Herzfeld Advisors Inc. ($1.18M), Kovitz Investment Group Partners LLC ($891.61K), Envestnet Asset Management Inc. ($781.21K), Wells Fargo & Company MN ($647.43K), Penserra Capital Management LLC ($561.77K), and Hara Capital LLC ($352.16K).

How much institutional buying is happening at Saba Capital Income & Opportunities Fund II?

Institutional investors have bought a total of 7,541,832 shares in the last 24 months. This purchase volume represents approximately $66.18M in transactions.

Which of Saba Capital Income & Opportunities Fund II's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Saba Capital Income & Opportunities Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($281.23K), Rivernorth Capital Management LLC ($240.61K), Hara Capital LLC ($190.34K), Saba Capital Management L.P. ($181.86K), Choreo LLC ($88.82K), Mutual Advisors LLC ($23.75K), and HighTower Advisors LLC ($11.08K).

How much institutional selling is happening at Saba Capital Income & Opportunities Fund II?

Institutional investors have sold a total of 1,091,745 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.



This page (NYSE:SABA) was last updated on 10/16/2025 by MarketBeat.com Staff
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