Free Trial
→ Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (From Behind the Markets) (Ad) Buy BRW Stock  Free BRW Stock Alerts

Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$7.57 +0.06 (+0.80%)
As of 05/23/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$57.73M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$11.92M
Get BRW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Saba Capital Income & Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BRW Institutional Buying and Selling by Quarter

Saba Capital Income & Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Adalta Capital Management LLC70,300$546K0.3%+20.1%0.000%
5/16/2025 NewEdge Advisors LLC241,754$1.88M0.0%+97.4%0.000%
5/16/2025 Advisors Asset Management Inc.219,790$1.71M0.0%N/A0.000%
5/15/2025 Quarry LP239,596$1.86M0.4%-13.3%0.000%
5/15/2025 Baird Financial Group Inc.146,371$1.14M0.0%+17.3%0.000%
5/15/2025 Landscape Capital Management L.L.C.69,467$539K0.0%-22.3%0.000%
5/14/2025 North Ground Capital220,009$1.65M1.6%N/A0.000%
5/14/2025 Walleye Capital LLC23,983$186K0.0%-15.3%0.000%
5/13/2025 Ethos Financial Group LLC307,253$2.38M0.2%N/A0.000%
5/13/2025 Kovitz Investment Group Partners LLC2,757,876$21.40M0.1%+7.8%0.000%
5/12/2025 Invesco Ltd.614,821$4.77M0.0%+15.5%0.000%
5/9/2025 Chicago Partners Investment Group LLC160,327$1.23M0.0%+2.5%0.000%
5/9/2025 Shaker Financial Services LLC193,307$1.50M0.6%-10.2%0.000%
5/9/2025 Scotia Capital Inc.184,479$1.43M0.0%-5.5%0.000%
5/9/2025 PNC Financial Services Group Inc.42,890$333K0.0%+194.9%0.000%
5/7/2025 LPL Financial LLC376,329$2.92M0.0%+130.7%0.000%
5/6/2025 Cetera Investment Advisers59,642$463K0.0%+48.3%0.000%
5/6/2025 Wedbush Securities Inc.64,369$500K0.0%+2.2%0.000%
5/6/2025 Readystate Asset Management LP18,453$143K0.0%-72.2%0.000%
5/5/2025 J.W. Cole Advisors Inc.187,960$1.46M0.0%+24.9%0.000%
4/30/2025 Cerity Partners LLC46,037$357K0.0%N/A0.000%
4/30/2025 M&T Bank Corp18,000$140K0.0%N/A0.000%
4/29/2025 Envestnet 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%
4/22/2025 Flagship Harbor Advisors LLC14,984$116K0.0%N/A0.000%
4/15/2025 Noble 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%
2/18/2025 Alpine Global Management LLC200,000$1.52M0.3%-27.3%0.000%
2/18/2025 Adalta Capital Management LLC58,535$446K0.2%-13.6%0.000%
2/18/2025 CSS LLC IL273,279$2.08M0.1%-2.5%0.000%
2/17/2025 Saba 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%
2/17/2025 Cetera Investment Advisers40,217$306K0.0%-8.1%0.000%
2/17/2025 Bulldog Investors LLP206,789$1.58M0.4%-14.3%0.000%
2/17/2025 Captrust Financial Advisors13,321$102K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.124,815$951K0.0%-32.2%0.000%
2/17/2025 Bank of America Corp DE108,725$828K0.0%+11.7%0.000%
$19 for a FULL YEAR of stock picks?! (Ad)

Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. Discover how a $100 investment could give you exposure to Musk's private AI project — via one overlooked stock.

Watch the exclusive AI investor briefing >>>
2/14/2025 AQR Arbitrage LLC12,798$98K0.0%N/A0.000%
2/14/2025 Quarry LP276,301$2.11M0.3%N/A0.000%
2/14/2025 Kovitz Investment Group Partners LLC2,558,183$19.49M0.1%+3.5%0.000%
2/14/2025 Alpine Global Management LLC200,000$1.52M0.4%-27.3%0.000%
2/14/2025 Stifel Financial Corp94,831$723K0.0%+172.7%0.000%
2/14/2025 Shaker Financial Services LLC215,330$1.64M0.6%+129.9%0.000%
2/13/2025 NewEdge Advisors LLC122,495$933K0.0%+318.0%0.000%
2/13/2025 Walleye Capital LLC28,327$216K0.0%N/A0.000%
2/13/2025 XTX Topco Ltd18,466$141K0.0%N/A0.000%
2/13/2025 Scotia Capital Inc.195,163$1.49M0.0%-11.8%0.000%
2/13/2025 Raymond James Financial Inc.84,971$647K0.0%N/A0.000%
2/13/2025 Invesco Ltd.532,373$4.06M0.0%-5.7%0.000%
2/13/2025 Wedbush Securities Inc.62,954$480K0.0%+2.3%0.000%
2/13/2025 Wells Fargo & Company MN12,483$95K0.0%+1,248,200.0%0.000%
2/12/2025 Landscape Capital Management L.L.C.89,433$681K0.1%-42.3%0.000%
2/11/2025 Modern Wealth Management LLC35,600$280K0.0%N/A0.000%
2/11/2025 LPL Financial LLC163,130$1.24M0.0%+14.7%0.000%
2/11/2025 Next Capital Management LLC110,322$841K0.3%-29.1%0.000%
2/10/2025 Commonwealth Equity Services LLC27,807$212K0.0%-6.3%0.000%
2/7/2025 HighTower Advisors LLC43,877$334K0.0%-20.9%0.000%
2/7/2025 PNC Financial Services Group Inc.14,542$111K0.0%N/A0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors64,060$488K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.84,971$647K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC5,500$42K0.0%N/A0.000%
2/3/2025 Grove Street Fiduciary LLC11,532$88K0.0%N/A0.000%
1/31/2025 J.W. Cole Advisors Inc.150,479$1.15M0.0%+61.0%0.000%
1/28/2025 Apollon Wealth Management LLC10,127$77K0.0%-24.0%0.000%
1/24/2025 Absolute Investment Advisers LLC702,688$5.35M0.7%N/A0.000%
1/24/2025 Chicago 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%
12/3/2024 Rivernorth Capital Management LLC3,060,697$23.23M1.1%-4.5%0.000%
11/25/2024 Wilmington Savings Fund Society FSB28,380$215K0.0%N/A0.000%
11/15/2024 Adalta Capital Management LLC67,775$514K0.3%+23.7%0.000%
11/15/2024 Kovitz Investment Group Partners LLC2,471,447$18.73M0.1%N/A0.000%
11/15/2024 Rivernorth Capital Management LLC3,034,192$23.03M1.1%-5.3%0.000%
11/15/2024 HighTower Advisors LLC55,494$422K0.0%N/A0.000%
11/12/2024 Penserra Capital Management LLC1,206,670$9.16M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.154,984$1.18M0.1%-7.3%0.000%
10/31/2024 Shaker Financial Services LLC93,657$711K0.3%-30.4%0.000%
10/30/2024 Marks Group Wealth Management Inc185,636$1.41M0.1%+0.7%0.000%
10/29/2024 Chicago Partners Investment Group LLC151,557$1.13M0.0%+10.9%0.000%
10/28/2024 Creative Financial Designs Inc. ADV9,700$74K0.0%N/A0.000%
10/24/2024 J.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%
8/15/2024Sea Otter Advisors LLC5,000$35K0.2%N/A0.000%
8/8/2024 J.W. Cole Advisors Inc.17,634$124K0.0%N/A0.000%
8/8/2024 Parallel Advisors LLC38,007$268K0.0%-39.4%0.000%
8/7/2024 Wedbush Securities Inc.38,542$271K0.0%N/A0.000%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now.
8/3/2024 Shaker 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%
5/17/2024 Adalta Capital Management LLC50,200$366K0.2%+4.2%0.000%
5/16/2024B. Riley Wealth Advisors Inc.39,344$302K0.0%+33.8%0.000%
5/15/2024 Alpine Global Management LLC250,000$1.82M0.5%+35.1%0.000%
5/3/2024 Larson Financial Group LLC3,735$27K0.0%N/A0.000%
4/29/2024 Marks Group Wealth Management Inc103,722$756K0.1%N/A0.000%
(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), Invesco Ltd. ($4.77M), Absolute Investment Advisers LLC ($4.77M), and LPL Financial LLC ($2.92M).Learn more on BRW's institutional investors.

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

Of the 51 institutional investors that purchased Saba Capital Income & Opportunities Fund 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 ($702.69K), 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 8,046,135 shares in the last 24 months. This purchase volume represents approximately $61.32M in transactions.

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

Of the 27 institutional investors that sold Saba Capital Income & Opportunities Fund 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), Thomas J. Herzfeld Advisors Inc. ($336.31K), Rivernorth Capital Management LLC ($335.64K), Bulldog Investors LLP ($190.84K), Alpine Global Management LLC ($150K), Landscape Capital Management L.L.C. ($97.72K), and Shaker Financial Services LLC ($94.90K).

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

Institutional investors have sold a total of 2,125,626 shares in the last 24 months. This volume of shares sold represents approximately $16.21M in transactions.


Related Companies

This page (NYSEARCA:BRW) was last updated on 5/24/2025 by MarketBeat.com Staff
From Our Partners
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
$19 for a FULL YEAR of stock picks?!
Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. ...
Behind the Markets | Sponsored
We’ve Entered the Most Bullish Phase of the Cycle
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Watch This Robotics Demo Before July 23rd
Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... ...
Brownstone Research | Sponsored
Big Oil’s big pivot
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
After Monday, price goes up 600% (hurry)
Right now, for a limited time… You can get up to 52 Money Monday trades for just $7! Thanks to Wall Street’...
Timothy Sykes | Sponsored
Market chaos is the new normal
It happened again. Wall Street swung like a wrecking ball after Trump paused tariffs on smartphones, lapto...
Augusta Precious Metals | Sponsored