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Saba Capital Income & Opportunities Fund (BRW) Institutional Ownership

Saba Capital Income & Opportunities Fund logo
$8.31 -0.02 (-0.24%)
As of 03:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for Saba Capital Income & Opportunities Fund (NYSEARCA:BRW)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$65.34M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$13.61M
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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
8/19/2025 Newbridge Financial Services Group Inc.5,767$46K0.0%N/A0.000%
8/15/2025 Captrust Financial Advisors16,712$135K0.0%+21.5%0.000%
8/15/2025 Modern Wealth Management LLC159,255$1.28M0.0%+418.3%0.000%
8/15/2025 Bank of America Corp DE109,860$885K0.0%-12.5%0.000%
8/14/2025 Jane Street Group LLC24,794$200K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.98,579$795K0.0%+16.3%0.000%
8/14/2025 NewEdge Advisors LLC282,185$2.27M0.0%+16.7%0.000%
8/14/2025 Cerity Partners LLC47,562$383K0.0%+3.3%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.446,455$3.60M1.3%N/A0.000%
8/13/2025 Baird Financial Group Inc.148,026$1.19M0.0%+1.1%0.000%
8/13/2025 Invesco Ltd.559,740$4.51M0.0%-9.0%0.000%
8/13/2025 Scotia Capital Inc.139,859$1.13M0.0%-24.2%0.000%
8/13/2025 Choreo LLC37,438$302K0.0%N/A0.000%
8/12/2025 J.W. Cole Advisors Inc.199,515$1.61M0.0%+6.1%0.000%
8/12/2025 Advisors Asset Management Inc.315,331$2.54M0.0%+43.5%0.000%
8/12/2025 Adalta Capital Management LLC95,200$767K0.4%+35.4%0.000%
8/12/2025 MAI Capital Management9,567$77K0.0%-17.3%0.000%
8/11/2025 M Wealth Management LLC10,000$81K0.1%-42.0%0.000%
8/8/2025 Cetera Investment Advisers63,974$516K0.0%+7.3%0.000%
8/6/2025 Wedbush Securities Inc.56,299$454K0.0%-12.5%0.000%
8/6/2025 Ethos Financial Group LLC269,718$2.17M0.2%-12.2%0.000%
8/5/2025 Next Capital Management LLC99,725$804K0.3%N/A0.000%
8/5/2025 Shaker Financial Services LLC82,220$663K0.2%-57.5%0.000%
8/4/2025 Flagship Harbor Advisors LLC19,198$155K0.0%+28.1%0.000%
8/1/2025 Envestnet Asset Management Inc.52,238$421K0.0%+8.3%0.000%
7/29/2025 Chicago Partners Investment Group LLC143,845$1.21M0.0%-10.3%0.000%
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%
6/2/2025 Modern Wealth Management LLC30,725$238K0.0%+22.9%0.000%
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%
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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%
4/15/2025Noble 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%
2/25/2025 B. 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%
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%
Washington prepares for war (Ad)

While the headlines obsess over overseas conflicts, Washington has been quietly preparing for something much bigger here at home. Emergency powers are being invoked, trillions are being mobilized, and the scale rivals anything we’ve seen since WWII. According to Porter Stansberry and Jeff Brown, a new economic arms race is already underway — one that could reshape markets, redirect capital, and impact billions of lives. They’ve just released an urgent briefing that explains what’s really happening behind the scenes, and which companies are positioned to benefit most.tc pixel

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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%
2/5/2025Noble 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%
(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, 64 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), Penserra Capital Management LLC ($9.16M), Absolute Investment Advisers LLC ($5.52M), Invesco Ltd. ($4.51M), Thomas J. Herzfeld Advisors Inc. ($3.60M), 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 52 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), Thomas J. Herzfeld Advisors Inc. ($446.46K), Advisors Asset Management Inc. ($315.33K), Ethos Financial Group LLC ($307.25K), and Quarry LP ($276.30K).

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

Institutional investors have bought a total of 8,499,059 shares in the last 24 months. This purchase volume represents approximately $65.34M in transactions.

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

Of the 29 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), Shaker Financial Services LLC ($173.96K), Alpine Global Management LLC ($150K), Landscape Capital Management L.L.C. ($97.72K), Absolute Investment Advisers LLC ($88.47K), and Invesco Ltd. ($87.53K).

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

Institutional investors have sold a total of 1,765,261 shares in the last 24 months. This volume of shares sold represents approximately $13.61M in transactions.


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This page (NYSEARCA:BRW) was last updated on 9/3/2025 by MarketBeat.com Staff
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