Free Trial
→ We recommended Palantir in 2021, now we’re recommending this... (From Behind the Markets) (Ad) Free BRW Stock Alerts

Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$7.73 0.00 (0.00%)
(As of 12/20/2024 04:32 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$31.81M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.52M
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
12/13/2024 B. 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%
8/15/2024 Sea 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%
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%
5/16/2024 B. 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%
5/3/2024Larson Financial Group LLC3,735$27K0.0%N/A0.000%
4/29/2024 Marks Group Wealth Management Inc103,722$756K0.1%N/A0.000%
4/22/2024 GraniteShares Advisors LLC218,743$1.60M0.8%+14.6%0.000%
4/18/2024 SeaCrest Wealth Management LLC40,375$294K0.0%+5.7%0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.2,093,145$16.12M6.4%-13.8%0.000%
8/15/2023 Rivernorth Capital Management LLC2,835,900$21.84M1.1%-0.8%0.000%
8/15/2023 Bulldog Investors LLP442,078$3.40M1.1%-26.1%0.000%
8/14/2023 CSS LLC IL424,671$3.27M0.2%-1.1%0.000%
8/10/2023 GraniteShares Advisors LLC184,653$1.42M1.3%-1.1%0.000%
8/8/2023 Chicago Partners Investment Group LLC134,845$1.08M0.1%+29.0%0.000%
8/7/2023 Wolverine Asset Management LLC3,239$25K0.0%N/A0.000%
8/4/2023 Parallel Advisors LLC52,523$404K0.0%+13.0%0.000%
What most folks don’t know about oil (BIG missed opportunity) (Ad)

$1 Trillion… That’s how much Big Tech is set to spend on AI investment in the coming months—according to Goldman Sachs. This investment is driving an A.I. boom that’s being felt across many industries… Including a specific group of energy tickers since A.I. data centers use a massive amount of power. One of those tickers is CEG, up nearly 600% in the last 3 years… Combined with the upcoming presidential election, we have the recipe for a major shakeup in the market. You see, each time the U.S. elects a new president, one overlooked part of the energy sector tends to see a big move. Fact is… this energy niche is BOOMING.

And expects this underappreciated niche to continue rallying well into 2026.
8/4/2023 Envestnet Asset Management Inc.534,957$4.12M0.0%+15.9%0.000%
8/3/2023 Scotia Capital Inc.191,419$1.47M0.0%+36.3%0.000%
8/3/2023 Shufro Rose & Co. LLC41,370$319K0.0%-4.2%0.000%
7/31/2023 LPL Financial LLC97,578$751K0.0%+453.6%0.000%
7/27/2023 Next Capital Management LLC152,705$1.18M0.5%-17.9%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.76,803$591K0.0%+17.2%0.000%
7/25/2023Raymond James & Associates67,733$522K0.0%+11.0%0.000%
7/14/2023 SeaCrest Wealth Management LLC38,261$295K0.0%+4.3%0.000%
5/15/2023Relative Value Partners Group LLC2,191,104$17.86M1.2%-2.4%0.000%
5/12/2023 SeaCrest Wealth Management LLC36,692$299K0.0%N/A0.000%
5/11/2023 Scotia Capital Inc.140,485$1.15M0.0%+16.3%0.000%
5/10/2023 Robinson Capital Management LLC59,353$480K0.2%+14.5%0.000%
5/9/2023 Wedbush Securities Inc.13,723$112K0.0%+10.8%0.000%
4/28/2023 Next Capital Management LLC185,945$1.52M0.7%-2.8%0.000%
4/26/2023 Chicago Partners Investment Group LLC104,519$857K0.1%N/A0.000%
4/26/2023 Integrated Capital Management Inc.17,989$154K0.1%-8.4%0.000%
4/25/2023 Parallel Advisors LLC46,494$379K0.0%+498.8%0.000%
4/24/2023 GraniteShares Advisors LLC186,617$1.52M1.3%N/A0.000%
4/20/2023 Shufro Rose & Co. LLC43,175$352K0.0%-7.7%0.000%
4/18/2023 Abacus Planning Group Inc.12,547$102K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.65,539$534K0.0%+1.9%0.000%
4/14/2023Raymond James & Associates60,999$497K0.0%-3.1%0.000%
3/15/2023 B. Riley Wealth Advisors Inc.31,223$238K0.0%-6.7%0.000%
2/14/2023 CSS LLC IL445,028$3.39M0.2%+3.5%0.000%
2/10/2023 Advisor Group Holdings Inc.317,886$2.42M0.0%+6.5%0.000%
2/9/2023 Landscape Capital Management L.L.C.23,195$177K0.0%N/A0.000%
2/9/2023 Elequin Securities LLC22,379$170K0.0%N/A0.000%
2/9/2023 Scotia Capital Inc.120,801$919K0.0%+49.0%0.000%
2/8/2023Wealthspring Capital LLC29,865$227K0.3%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.11,458$87K0.0%N/A0.000%
2/7/2023IFP Advisors Inc4,390$36K0.0%-63.6%0.000%
2/7/2023 Envestnet Asset Management Inc.481,853$3.67M0.0%+29.2%0.000%
2/6/2023 Parallel Advisors LLC7,765$59K0.0%N/A0.000%
2/1/2023 Wolverine Asset Management LLC10,191$78K0.0%N/A0.000%
1/25/2023 Shufro Rose & Co. LLC46,785$356K0.0%-7.6%0.000%
1/18/2023 Investment Partners LTD.40,214$306K0.2%-57.6%0.000%
1/17/2023 Integrated Capital Management Inc.19,631$149K0.1%-6.4%0.000%
1/12/2023 Next Capital Management LLC191,327$1.46M0.8%-32.2%0.000%
1/5/2023Capital Investment Advisors LLC15,533$118K0.0%-14.5%0.000%
11/16/2022 Saba Capital Management L.P.4,312,473$34.11M0.4%-4.3%0.000%
11/15/2022 Bulldog Investors LLP644,303$5.10M1.5%+1.4%0.000%
11/15/2022 Clough Capital Partners L P60,399$478K0.1%-87.0%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.1,254,873$9.93M4.2%+16.5%0.000%
11/10/2022 Envestnet Asset Management Inc.372,989$2.95M0.0%+1.3%0.000%
11/10/2022 City of London Investment Management Co. Ltd.544,162$4.28M0.4%-8.0%0.000%
11/10/2022Relative Value Partners Group LLC2,113,806$16.72M1.4%-2.2%0.000%
11/8/2022 Moors & Cabot Inc.50,000$396K0.0%+150.0%0.000%
10/25/2022Raymond James & Associates51,544$408K0.0%+13.3%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.63,377$501K0.0%-7.2%0.000%
10/21/2022 Investment Partners LTD.94,875$750K0.2%+135.9%0.000%
Your chance to get on the next “60-Second Trade” (Ad)

Ever heard of the “60-Second Trade”? It’s a unique cash flow strategy that lets regular traders target anywhere from $100 to a couple of thousand in extra cash flow in as little as 7 days… In on Monday, out on Friday!

Just head over here!
9/9/2022B. Riley Wealth Management Inc.21,875$176K0.0%-50.0%0.000%
8/16/2022 Clough Capital Partners L P463,780$3.72M0.5%-48.5%0.000%
8/16/2022 CSS LLC IL423,509$3.40M0.1%-44.0%0.000%
8/15/2022 Westchester Capital Management LLC44,689$359K0.0%-68.1%0.000%
8/15/2022 Bulldog Investors LLP635,232$5.10M1.4%-34.9%0.000%
8/15/2022 Kestra Private Wealth Services LLC13,128$105K0.0%-48.4%0.000%
8/13/2022 Mariner Investment Group LLC16,311$131K0.1%-68.2%0.000%
8/12/2022 Virtus ETF Advisers LLC50,372$404K0.1%-50.6%0.000%
8/11/2022Cetera Advisors LLC40,006$321K0.0%-50.0%0.000%
8/10/2022 Thomas J. Herzfeld Advisors Inc.1,077,557$8.65M3.6%-42.5%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, 44 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 ($18.73M), Relative Value Partners Group LLC ($17.86M), Thomas J. Herzfeld Advisors Inc. ($16.12M), Penserra Capital Management LLC ($9.16M), Envestnet Asset Management Inc. ($4.12M), and Bulldog Investors LLP ($3.40M).Learn more on BRW's institutional investors.

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

Of the 32 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 ($2.47M), Penserra Capital Management LLC ($1.21M), GraniteShares Advisors LLC ($247.73K), Envestnet Asset Management Inc. ($182.45K), Chicago Partners Investment Group LLC ($149.71K), Scotia Capital Inc. ($110.32K), and Marks Group Wealth Management Inc ($105.10K).

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

Institutional investors have bought a total of 5,166,846 shares in the last 24 months. This purchase volume represents approximately $39.36M in transactions.

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

Of the 18 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: Thomas J. Herzfeld Advisors Inc. ($336.31K), Rivernorth Capital Management LLC ($335.64K), Bulldog Investors LLP ($156.22K), Next Capital Management LLC ($129.46K), Shaker Financial Services LLC ($72.88K), Investment Partners LTD. ($54.66K), and Relative Value Partners Group LLC ($53.90K).

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

Institutional investors have sold a total of 1,258,780 shares in the last 24 months. This volume of shares sold represents approximately $9.60M in transactions.


Related Companies

This page (NYSEARCA:BRW) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored