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Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$6.86 -0.02 (-0.29%)
Closing price 05/5/2026 04:10 PM Eastern
Extended Trading
$6.86 +0.00 (+0.07%)
As of 05/5/2026 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)
$444.58M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$315.67M
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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
5/5/2026Marks Group Wealth Management Inc172,790$1.17M0.1%-6.9%0.000%
5/4/2026 Chicago Partners Investment Group LLC129,110$886K0.0%-5.3%0.000%
5/1/2026 Fifth Third Bancorp14,523$98K0.0%N/A0.000%
4/27/2026 PFG Investments LLC10,375$70K0.0%N/A0.000%
4/23/2026 Peak Financial Advisors LLC87,938$593K0.3%+3.8%0.000%
4/23/2026 Apollon Wealth Management LLC16,039$108K0.0%-9.9%0.000%
4/22/2026 Absolute Investment Advisers LLC995,965$6.71M0.8%+36.0%0.000%
4/22/2026 Decision Investments Inc.17,800$120K0.1%+13.4%0.000%
4/20/2026 TrueMark Investments LLC55,892$377K0.1%+5.4%0.000%
4/16/2026 Tactive Advisors LLC18,685$126K0.0%-17.1%0.000%
4/16/2026 Evolve 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%
2/16/2026Yakira Capital Management Inc.129,276$906K0.3%-5.5%0.000%
2/16/2026 Seven Mile Advisory816,075$5.72M1.0%+33.9%0.000%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Wedbush Securities Inc.53,699$376K0.0%-6.7%0.000%
2/12/2026 Manchester 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%
2/11/2026 J.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%
1/28/2026 Chicago Partners Investment Group LLC136,337$938K0.0%-6.5%0.000%
1/28/2026 Absolute 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%
1/21/2026 Flagship Harbor Advisors LLC41,750$293K0.0%+17.4%0.000%
1/20/2026Ethos Financial Group LLC266,401$1.87M0.1%-5.9%0.000%
1/14/2026 TrueMark Investments LLC53,036$372K0.1%N/A0.000%
1/12/2026 Peak Financial Advisors LLC84,683$594K0.3%+32.9%0.000%
1/9/2026 Tactive Advisors LLC22,527$158K0.0%N/A0.000%
1/8/2026 Gridiron Partners LLC23,441$164K0.1%-99.9%0.000%
1/8/2026Integrated 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%
1/5/2026 Park 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%
11/13/2025 Seven 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%
11/7/2025 Maridea 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%
11/5/2025Next Capital Management LLC88,927$691K0.2%-10.8%0.000%
11/5/2025 Flagship Harbor Advisors LLC35,549$276K0.0%+85.2%0.000%
11/5/2025 J.W. Cole Advisors Inc.216,968$1.69M0.0%+8.7%0.000%
11/5/2025 Envestnet Asset Management Inc.710,277$5.52M0.0%+1,259.7%0.000%
11/4/2025Penserra Capital Management LLC1,169,800$9.09M0.1%N/A0.000%
10/30/2025 Chicago Partners Investment Group LLC145,833$1.07M0.0%+1.4%0.000%
10/29/2025North Ground Capital110,000$855K0.5%-38.8%0.000%
10/23/2025Ethos Financial Group LLC283,153$2.20M0.2%+5.0%0.000%
10/22/2025Shaker Financial Services LLC60,563$471K0.2%-26.3%0.000%
10/22/2025Blue Bell Private Wealth Management LLC46,945$365K0.1%N/A0.000%
10/20/2025 Absolute Investment Advisers LLC33,469$260K0.0%-95.1%0.000%
10/17/2025 Apollon Wealth Management LLC17,508$136K0.0%N/A0.000%
10/14/2025 Gridiron Partners LLC42,630,926$331.24M25.1%+188,699.5%0.000%
10/14/2025 Perennial Advisors LLC10,028$78K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.36,553$295K0.0%-7.8%0.000%
8/19/2025Newbridge Financial Services Group Inc.5,767$46K0.0%N/A0.000%


BRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRW shares?

During the previous two years, 93 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 ($14.14M), 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.

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

Of the 85 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).

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

Institutional investors have bought a total of 58,141,854 shares in the last 24 months. This purchase volume represents approximately $444.58M in transactions.

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

Of the 33 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), Kovitz Investment Group Partners LLC ($423.02K), Quarry LP ($192.82K), Shaker Financial Services LLC ($154.77K), Alpine Global Management LLC ($119.73K), and NewEdge Advisors LLC ($93.16K).

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

Institutional investors have sold a total of 44,823,021 shares in the last 24 months. This volume of shares sold represents approximately $315.67M in transactions.


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This page (NYSEARCA:BRW) was last updated on 5/6/2026 by MarketBeat.com Staff.
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