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Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$8.28 +0.10 (+1.22%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$8.26 -0.01 (-0.18%)
As of 07/18/2025 07:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Saba Capital Income & Opportunities Fund (NYSEARCA:BRW)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$58.38M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$11.93M
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BRW Institutional Buying and Selling by Quarter

Saba Capital Income & Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025 Absolute Investment Advisers LLC685,417$5.52M0.7%+11.6%0.000%
7/11/2025 SeaCrest Wealth Management LLC43,607$351K0.0%-4.8%0.000%
7/8/2025 Parallel Advisors LLC19,297$156K0.0%+182.4%0.000%
6/2/2025Modern Wealth Management LLC30,725$238K0.0%+22.9%0.000%
5/16/2025Adalta Capital Management LLC70,300$546K0.3%+20.1%0.000%
5/16/2025NewEdge Advisors LLC241,754$1.88M0.0%+97.4%0.000%
5/16/2025Advisors Asset Management Inc.219,790$1.71M0.0%N/A0.000%
5/15/2025Quarry LP239,596$1.86M0.4%-13.3%0.000%
5/15/2025Baird Financial Group Inc.146,371$1.14M0.0%+17.3%0.000%
5/15/2025Landscape Capital Management L.L.C.69,467$539K0.0%-22.3%0.000%
5/14/2025North Ground Capital220,009$1.65M1.6%N/A0.000%
5/14/2025Walleye Capital LLC23,983$186K0.0%-15.3%0.000%
5/13/2025Ethos Financial Group LLC307,253$2.38M0.2%N/A0.000%
5/13/2025Kovitz Investment Group Partners LLC2,757,876$21.40M0.1%+7.8%0.000%
5/12/2025Invesco Ltd.614,821$4.77M0.0%+15.5%0.000%
5/9/2025Chicago Partners Investment Group LLC160,327$1.23M0.0%+2.5%0.000%
5/9/2025Shaker Financial Services LLC193,307$1.50M0.6%-10.2%0.000%
5/9/2025Scotia Capital Inc.184,479$1.43M0.0%-5.5%0.000%
5/9/2025PNC Financial Services Group Inc.42,890$333K0.0%+194.9%0.000%
5/7/2025LPL Financial LLC376,329$2.92M0.0%+130.7%0.000%
5/6/2025Cetera Investment Advisers59,642$463K0.0%+48.3%0.000%
5/6/2025Wedbush Securities Inc.64,369$500K0.0%+2.2%0.000%
5/6/2025Readystate Asset Management LP18,453$143K0.0%-72.2%0.000%
5/5/2025J.W. Cole Advisors Inc.187,960$1.46M0.0%+24.9%0.000%
4/30/2025Cerity Partners LLC46,037$357K0.0%N/A0.000%
4/30/2025M&T Bank Corp18,000$140K0.0%N/A0.000%
4/29/2025Envestnet Asset Management Inc.48,231$374K0.0%N/A0.000%
4/29/2025 Absolute Investment Advisers LLC614,217$4.77M0.7%-12.6%0.000%
4/22/2025Flagship Harbor Advisors LLC14,984$116K0.0%N/A0.000%
4/15/2025Noble Wealth Management PBC90,059$699K0.5%+1,537.4%0.000%
4/11/2025 SeaCrest Wealth Management LLC45,820$356K0.0%-15.6%0.000%
4/8/2025 Parallel Advisors LLC6,834$53K0.0%-76.7%0.000%
2/27/2025Jefferies Financial Group Inc.25,000$190K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.15,098$115K0.0%-20.9%0.000%
2/18/2025Alpine Global Management LLC200,000$1.52M0.3%-27.3%0.000%
2/18/2025Adalta Capital Management LLC58,535$446K0.2%-13.6%0.000%
2/18/2025CSS LLC IL273,279$2.08M0.1%-2.5%0.000%
2/17/2025Saba Capital Management L.P.333,902$2.54M0.1%-53.3%0.000%
2/17/2025Jefferies Financial Group Inc.25,000$190K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers40,217$306K0.0%-8.1%0.000%
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2/17/2025Bulldog Investors LLP206,789$1.58M0.4%-14.3%0.000%
2/17/2025Captrust Financial Advisors13,321$102K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.124,815$951K0.0%-32.2%0.000%
2/17/2025Bank of America Corp DE108,725$828K0.0%+11.7%0.000%
2/14/2025AQR Arbitrage LLC12,798$98K0.0%N/A0.000%
2/14/2025Quarry LP276,301$2.11M0.3%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC2,558,183$19.49M0.1%+3.5%0.000%
2/14/2025Alpine Global Management LLC200,000$1.52M0.4%-27.3%0.000%
2/14/2025Stifel Financial Corp94,831$723K0.0%+172.7%0.000%
2/14/2025Shaker Financial Services LLC215,330$1.64M0.6%+129.9%0.000%
2/13/2025NewEdge Advisors LLC122,495$933K0.0%+318.0%0.000%
2/13/2025Walleye Capital LLC28,327$216K0.0%N/A0.000%
2/13/2025XTX Topco Ltd18,466$141K0.0%N/A0.000%
2/13/2025Scotia Capital Inc.195,163$1.49M0.0%-11.8%0.000%
2/13/2025Raymond James Financial Inc.84,971$647K0.0%N/A0.000%
2/13/2025Invesco Ltd.532,373$4.06M0.0%-5.7%0.000%
2/13/2025Wedbush Securities Inc.62,954$480K0.0%+2.3%0.000%
2/13/2025Wells Fargo & Company MN12,483$95K0.0%+1,248,200.0%0.000%
2/12/2025Landscape Capital Management L.L.C.89,433$681K0.1%-42.3%0.000%
2/11/2025Modern Wealth Management LLC35,600$280K0.0%N/A0.000%
2/11/2025LPL Financial LLC163,130$1.24M0.0%+14.7%0.000%
2/11/2025Next Capital Management LLC110,322$841K0.3%-29.1%0.000%
2/10/2025Commonwealth Equity Services LLC27,807$212K0.0%-6.3%0.000%
2/7/2025HighTower Advisors LLC43,877$334K0.0%-20.9%0.000%
2/7/2025PNC Financial Services Group Inc.14,542$111K0.0%N/A0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors64,060$488K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.84,971$647K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC5,500$42K0.0%N/A0.000%
2/3/2025Grove Street Fiduciary LLC11,532$88K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.150,479$1.15M0.0%+61.0%0.000%
1/28/2025Apollon Wealth Management LLC10,127$77K0.0%-24.0%0.000%
1/24/2025 Absolute Investment Advisers LLC702,688$5.35M0.7%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC156,451$1.23M0.0%+3.2%0.000%
1/14/2025 SeaCrest Wealth Management LLC54,265$413K0.0%+11.9%0.000%
12/13/2024B. Riley Wealth Advisors Inc.19,098$143K0.0%-12.8%0.000%
12/3/2024Rivernorth Capital Management LLC3,060,697$23.23M1.1%-4.5%0.000%
11/25/2024Wilmington Savings Fund Society FSB28,380$215K0.0%N/A0.000%
11/15/2024Adalta Capital Management LLC67,775$514K0.3%+23.7%0.000%
11/15/2024Kovitz Investment Group Partners LLC2,471,447$18.73M0.1%N/A0.000%
11/15/2024Rivernorth Capital Management LLC3,034,192$23.03M1.1%-5.3%0.000%
11/15/2024HighTower Advisors LLC55,494$422K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC1,206,670$9.16M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.154,984$1.18M0.1%-7.3%0.000%
10/31/2024Shaker Financial Services LLC93,657$711K0.3%-30.4%0.000%
10/30/2024Marks Group Wealth Management Inc185,636$1.41M0.1%+0.7%0.000%
10/29/2024Chicago Partners Investment Group LLC151,557$1.13M0.0%+10.9%0.000%
10/28/2024Creative Financial Designs Inc. ADV9,700$74K0.0%N/A0.000%
10/24/2024J.W. Cole Advisors Inc.93,440$709K0.0%+429.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC48,502$368K0.0%+13.3%0.000%
10/10/2024 Peak Financial Advisors LLC61,148$464K0.2%+6.4%0.000%
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8/15/2024Sea Otter Advisors LLC5,000$35K0.2%N/A0.000%
8/8/2024J.W. Cole Advisors Inc.17,634$124K0.0%N/A0.000%
8/8/2024 Parallel Advisors LLC38,007$268K0.0%-39.4%0.000%
8/7/2024Wedbush Securities Inc.38,542$271K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC134,511$947K0.4%-19.2%0.000%
8/1/2024 GraniteShares Advisors LLC252,008$1.77M0.6%+15.2%0.000%
7/23/2024 Gridiron Partners LLC81,640$620K0.4%-36.2%0.000%
7/22/2024 SeaCrest Wealth Management LLC42,807$301K0.0%+6.0%0.000%
7/12/2024 Peak Financial Advisors LLC57,493$405K0.2%+19.0%0.000%
5/17/2024Adalta Capital Management LLC50,200$366K0.2%+4.2%0.000%
(Data available from 1/1/2016 forward)

BRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRW shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($23.23M), Kovitz Investment Group Partners LLC ($21.40M), Thomas J. Herzfeld Advisors Inc. ($16.12M), Penserra Capital Management LLC ($9.16M), Absolute Investment Advisers LLC ($5.52M), Invesco Ltd. ($4.77M), and LPL Financial LLC ($2.92M).Learn more on Saba Capital Income & Opportunities Fund's institutional investors.

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

Of the 51 institutional investors that purchased Saba Capital Income & Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($2.76M), Penserra Capital Management LLC ($1.21M), Absolute Investment Advisers LLC ($773.89K), LPL Financial LLC ($314.07K), Ethos Financial Group LLC ($307.25K), Quarry LP ($276.30K), and North Ground Capital ($220.01K).

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

Institutional investors have bought a total of 7,648,278 shares in the last 24 months. This purchase volume represents approximately $58.38M in transactions.

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

Of the 24 institutional investors that sold Saba Capital Income & Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($381.52K), Rivernorth Capital Management LLC ($312.84K), Alpine Global Management LLC ($150K), Landscape Capital Management L.L.C. ($97.72K), Shaker Financial Services LLC ($94.90K), Absolute Investment Advisers LLC ($88.47K), and Baird Financial Group Inc. ($59.40K).

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

Institutional investors have sold a total of 1,570,594 shares in the last 24 months. This volume of shares sold represents approximately $11.93M in transactions.



This page (NYSEARCA:BRW) was last updated on 7/19/2025 by MarketBeat.com Staff
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