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Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$6.64 +0.05 (+0.76%)
Closing price 04:10 PM Eastern
Extended Trading
$6.62 -0.02 (-0.30%)
As of 04:10 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Saba Capital Income & Opportunities Fund (NYSEARCA:BRW)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$434.16M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$318.15M
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Skip Chart & View Institutional Buying and Selling Data

BRW Institutional Buying and Selling by Quarter

Saba Capital Income & Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Integrated Capital Management Inc.37,517$246K0.2%-16.0%0.000%
7/7/2026 CoreCap Advisors LLC49,394$325K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC21,144$139K0.1%-25.0%0.000%
6/3/2026Parallel Advisors LLC8,556$58K0.0%+25.2%0.000%
6/3/2026NewEdge Advisors LLC22,052$149K0.0%-89.8%0.000%
5/19/2026Flax Pond Capital LLC405,786$2.74M2.2%+2.5%0.000%
5/19/2026NewEdge Advisors LLC22,052$149K0.0%-89.8%0.000%
5/19/2026Bank of America Corp DE71,414$481K0.0%-26.2%0.000%
5/18/2026Adalta Capital Management LLC240,672$1.62M0.8%+6.6%0.000%
5/18/2026Readystate Asset Management LP44,264$298K0.0%-39.9%0.000%
5/18/2026Rivernorth Capital Management LLC2,003,606$13.50M0.7%-0.7%0.000%
5/18/2026Royal Bank of Canada7,057$48K0.0%-53.9%0.000%
5/14/2026Modern Wealth Management LLC201,277$1.35M0.0%+11.5%0.000%
5/14/2026Lido Advisors LLC11,590$78K0.0%N/A0.000%
5/8/2026PNC Financial Services Group Inc.44,072$297K0.0%+28.4%0.000%
5/7/2026Parallel Advisors LLC8,556$58K0.0%+25.2%0.000%
5/5/2026Marks Group Wealth Management Inc172,790$1.17M0.1%-6.9%0.000%
5/4/2026Chicago Partners Investment Group LLC129,110$886K0.0%-5.3%0.000%
5/1/2026Fifth Third Bancorp14,523$98K0.0%N/A0.000%
4/27/2026PFG Investments LLC10,375$70K0.0%N/A0.000%
4/23/2026Peak Financial Advisors LLC87,938$593K0.3%+3.8%0.000%
4/23/2026Apollon Wealth Management LLC16,039$108K0.0%-9.9%0.000%
4/22/2026Absolute Investment Advisers LLC995,965$6.71M0.8%+36.0%0.000%
4/22/2026Decision Investments Inc.17,800$120K0.1%+13.4%0.000%
4/20/2026TrueMark Investments LLC55,892$377K0.1%+5.4%0.000%
4/16/2026 Tactive Advisors LLC18,685$126K0.0%-17.1%0.000%
4/16/2026Evolve Private Wealth LLC13,991$94K0.0%N/A0.000%
3/9/2026Corient Private Wealth LLC17,204$121K0.0%+14.1%0.000%
3/9/2026Flax Pond Capital LLC395,786$2.77M2.1%N/A0.000%
2/26/2026Alpine Global Management LLC77,266$542K0.1%-60.8%0.000%
2/23/2026Virtu Financial LLC24,860$174K0.0%N/A0.000%
2/19/2026Invesco Ltd.716,996$5.03M0.0%+32.7%0.000%
2/19/2026Corient Private Wealth LLC17,204$121K0.0%+14.1%0.000%
2/18/2026NewEdge Advisors LLC216,685$1.52M0.0%-30.1%0.000%
2/18/2026Readystate Asset Management LP73,688$517K0.0%-17.5%0.000%
2/18/2026Rivernorth Capital Management LLC2,016,781$14.14M0.7%+428.7%0.000%
2/18/2026IHT Wealth Management LLC55,323$388K0.0%+62.1%0.000%
2/17/2026Osaic Holdings Inc.170,770$1.20M0.0%+254.8%0.000%
2/17/2026Captrust Financial Advisors15,183$106K0.0%-11.5%0.000%
2/17/2026Adalta Capital Management LLC225,787$1.58M0.7%+27.2%0.000%
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2/16/2026Yakira Capital Management Inc.129,276$906K0.3%-5.5%0.000%
2/16/2026Seven Mile Advisory816,075$5.72M1.0%+33.9%0.000%
2/16/2026MML Investors Services LLC15,421$108K0.0%N/A0.000%
2/16/2026Focus Partners Wealth3,008,267$21.09M0.0%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.88,563$621K0.0%+2.8%0.000%
2/13/2026Kestra Advisory Services LLC6,964$49K0.0%-32.8%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.1,834,714$12.86M4.4%+56.1%0.000%
2/13/2026Stifel Financial Corp31,963$224K0.0%-72.7%0.000%
2/13/2026Quarry LP289,225$2.03M0.4%+164.7%0.000%
2/13/2026Cohen & Steers Inc.110,000$771K0.0%+633.3%0.000%
2/13/2026SVRN Asset Management LLC175,886$1.23M1.0%N/A0.000%
2/12/2026Advisors Asset Management Inc.300,682$2.11M0.0%+0.7%0.000%
2/12/2026Jane Street Group LLC143,492$1.01M0.0%+300.5%0.000%
2/12/2026North Ground Capital163,114$1.14M0.6%+48.3%0.000%
2/12/2026Wedbush Securities Inc.53,699$376K0.0%-6.7%0.000%
2/12/2026Manchester Financial Inc.12,004$84K0.0%N/A0.000%
2/11/2026LPL Financial LLC417,759$2.93M0.0%+0.7%0.000%
2/11/2026Closed End Fund Advisors Inc.14,310$100K0.1%N/A0.000%
2/11/2026Parallel Advisors LLC6,834$48K0.0%-71.7%0.000%
2/11/2026J.W. Cole Advisors Inc.214,852$1.51M0.0%-1.0%0.000%
2/9/2026Blue Bell Private Wealth Management LLC760,779$5.33M0.8%+1,520.6%0.000%
2/6/2026HighTower Advisors LLC33,385$234K0.0%N/A0.000%
2/5/2026Gamco Investors INC. ET AL14,000$98K0.0%N/A0.000%
1/29/2026Comerica Bank14,523$102K0.0%+82.2%0.000%
1/29/2026Matisse Capital65,333$458K0.2%N/A0.000%
1/29/2026UBS Group AG423,721$2.97M0.0%+671.7%0.000%
1/28/2026Chicago Partners Investment Group LLC136,337$938K0.0%-6.5%0.000%
1/28/2026Absolute Investment Advisers LLC732,116$5.14M0.6%+2,087.4%0.000%
1/26/2026Shaker Financial Services LLC181,599$1.27M0.4%+199.9%0.000%
1/23/2026Choreo LLC137,489$972K0.0%+44.3%0.000%
1/21/2026Flagship Harbor Advisors LLC41,750$293K0.0%+17.4%0.000%
1/20/2026Ethos Financial Group LLC266,401$1.87M0.1%-5.9%0.000%
1/14/2026TrueMark Investments LLC53,036$372K0.1%N/A0.000%
1/12/2026Peak Financial Advisors LLC84,683$594K0.3%+32.9%0.000%
1/9/2026 Tactive Advisors LLC22,527$158K0.0%N/A0.000%
1/8/2026Gridiron Partners LLC23,441$164K0.1%-99.9%0.000%
1/8/2026 Integrated Capital Management Inc.39,528$277K0.2%N/A0.000%
1/5/2026 Noble Wealth Management PBC151,704$1.06M0.5%+62.2%0.000%
1/5/2026Park Avenue Securities LLC168,654$1.18M0.0%N/A0.000%
11/21/2025Alpine Global Management LLC197,000$1.53M0.2%N/A0.000%
11/17/2025NewEdge Advisors LLC309,845$2.41M0.0%+9.8%0.000%
11/17/2025Adalta Capital Management LLC177,500$1.38M0.6%+86.4%0.000%
11/17/2025Quarry LP109,284$849K0.2%-58.8%0.000%
11/17/2025Bank of America Corp DE92,649$720K0.0%-15.7%0.000%
11/17/2025Boothbay Fund Management LLC97,000$754K0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.103,557$805K0.0%+5.0%0.000%
11/14/2025Scotia Capital Inc.118,303$919K0.0%-15.4%0.000%
11/13/2025Landscape Capital Management L.L.C.86,170$670K0.0%N/A0.000%
11/13/2025 SeaCrest Wealth Management LLC45,759$348K0.0%+4.9%0.000%
11/13/2025Invesco Ltd.540,304$4.20M0.0%-3.5%0.000%
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11/13/2025Seven Mile Advisory609,622$4.74M0.8%N/A0.000%
11/13/2025Yakira Capital Management Inc.136,800$1.06M0.4%N/A0.000%
11/13/2025Parallel Advisors LLC24,117$187K0.0%+25.0%0.000%
11/13/2025Modern Wealth Management LLC161,452$1.25M0.0%+1.4%0.000%
11/12/2025Choreo LLC95,258$740K0.0%+154.4%0.000%
11/10/2025Kovitz Investment Group Partners LLC2,323,938$18.06M0.1%-15.4%0.000%
11/7/2025Readystate Asset Management LP89,331$694K0.0%N/A0.000%
11/7/2025Maridea Wealth Management LLC11,773$86K0.0%N/A0.000%
11/7/2025PNC Financial Services Group Inc.34,327$267K0.0%-20.0%0.000%
11/6/2025Advisors Asset Management Inc.298,546$2.32M0.0%-5.3%0.000%


BRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund. The most heavily invested institutionals were Focus Partners Wealth ($21.09M), Kovitz Investment Group Partners LLC ($18.06M), Rivernorth Capital Management LLC ($13.50M), Thomas J. Herzfeld Advisors Inc. ($12.86M), Penserra Capital Management LLC ($9.09M), Absolute Investment Advisers LLC ($6.71M), and Seven Mile Advisory ($5.72M).Learn more on Saba Capital Income & Opportunities Fund's institutional investors.

Of the 86 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: Gridiron Partners LLC ($42.61M), Focus Partners Wealth ($3.01M), Kovitz Investment Group Partners LLC ($2.76M), Penserra Capital Management LLC ($2.38M), Absolute Investment Advisers LLC ($1.74M), Rivernorth Capital Management LLC ($1.64M), and Thomas J. Herzfeld Advisors Inc. ($1.11M).

Institutional investors have bought a total of 56,816,322 shares in the last 24 months. This purchase volume represents approximately $434.16M in transactions.

Of the 34 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: Gridiron Partners LLC ($42.61M), Absolute Investment Advisers LLC ($651.95K), NewEdge Advisors LLC ($482.43K), Kovitz Investment Group Partners LLC ($423.02K), Quarry LP ($156.11K), Shaker Financial Services LLC ($132.74K), and Alpine Global Management LLC ($119.73K).

Institutional investors have sold a total of 45,206,789 shares in the last 24 months. This volume of shares sold represents approximately $318.15M in transactions.


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This page (NYSEARCA:BRW) was last updated on 7/13/2026 by MarketBeat.com Staff.
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