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Get Institutions for : 
Saba Capital Income & Opportunities Fund (BRW)  
$7.13 0.01 (0.14%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    5
Total shares held : 
 15,393,304  
% of shares held : 
 12.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -494,265  
% of shares held change : 
   -0.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 127,032
 0.83%
 
Increased Positions :
16
 677,172
 4.4%
 
Unchanged Positions :
24
 1,520,887
 9.88%
 
Decreased Positions :
22
-656,657
-4.27%
 
Closed Positions :
5
-641,812
-4.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RIVERNORTH CAPITAL MANAGEMENT, INC. 22 - 2023-12-31 3,084,196 $23,779,000 117,355
   Relative Value Partners Group LLC 23 - 2023-12-31 2,314,254 $17,843,000 167,854
   SABA CAPITAL MANAGEMENT, L.P. 63 - 2023-12-31 2,154,158 $16,609,000 -332,393
   THOMAS J. HERZFELD ADVISORS, INC. 4 - 2023-12-31 1,378,498 $10,628,000 -47,795
   MORGAN STANLEY 3808 - 2023-12-31 668,121 $5,151,000 -47,466
   INVESCO LTD 2244 - 2023-12-31 566,929 $4,371,000 -28,053
   Significant Wealth Partners LLC 7 - 2023-12-31 505,579 $3,898,000 0
   INVESCO SENIOR SECURED MANAGEMENT INC /ADV 6 - 2023-12-31 395,337 $3,048,000 0
   ENVESTNET ASSET MANAGEMENT INC 2215 - 2023-12-31 385,286 $2,971,000 86,571
   CSS LLC/IL 22 - 2023-12-31 365,930 $2,821,000 -38,616
   Advisor Group Holdings Inc. 1626 - 2023-12-31 348,714 $2,689,000 -29,036
   BROOKLYN CAPITAL MANAGEMENT LLC 47 - 2023-12-31 253,862 $1,957,000 -82,947
   SCOTIA CAPITAL INC. 360 - 2023-12-31 245,837 $1,895,000 34,887
   Baird Financial Group Inc. 996 - 2023-12-31 207,600 $1,601,000 21,815
   GraniteShares Advisors LLC 26 - 2023-12-31 190,897 $1,472,000 -1,119
   Alpine Partners VI LLC 44 - 2023-12-31 185,000 $1,426,000 80,215
   Meteora Capital LLC 97 - 2023-12-31 181,679 $1,401,000 -3,525
   Next Capital Management LLC 40 - 2023-12-31 152,705 $1,177,000 0
   BOOTHBAY FUND MANAGEMENT LLC 522 - 2023-12-31 144,433 $1,114,000 -3,525
   Sea Otter Advisors LLC 25 - 2023-12-31 140,000 $1,079,000 -883
   Gridiron Partners LLC 29 - 2023-12-31 128,020 $987,000 0
   Chicago Partners Investment Group LLC 320 - 2023-12-31 119,072 $906,000 -974
   LPL FINANCIAL CORP 3094 - 2023-12-31 116,381 $897,000 12,039
   BANK OF AMERICA CORP /DE/ 4127 - 2023-12-31 108,681 $838,000 -5,244
   OAK HILL ADVISORS LP 12 - 2023-12-31 90,833 $700,000 0
   CNH PARTNERS LLC 267 - 2023-12-31 78,655 $606,000 42,042
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 376 - 2023-12-31 74,893 $577,000 64,810
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2312 - 2023-12-31 72,446 $559,000 -3,920
   GOLDMAN SACHS GROUP INC/ 3832 - 2023-12-31 65,274 $503,000 -500
   Parallel Advisors LLC 504 - 2023-12-31 60,859 $469,000 5,059
   UBS Group AG 3992 - 2023-12-31 60,350 $465,000 15,357
   ROBINSON CAPITAL MANAGEMENT LLC 88 - 2023-12-31 59,353 $459,000 0
   RAYMOND JAMES & ASSOCIATES 3002 - 2023-12-31 55,839 $431,000 -10,211
   Adalta Capital Management LLC 55 - 2023-12-31 48,175 $381,000 18,850
   PEAK FINANCIAL ADVISORS LLC 57 - 2024-03-31 48,311 $352,000 4,386
   WESTCHESTER CAPITAL MANAGEMENT, LLC 182 - 2023-12-31 44,689 $345,000 0
   MULTIFINANCIAL SECURITIES CORP 1397 - 2023-12-31 40,006 $308,000 0
   SHAKER FINANCIAL SERVICES, LLC 131 *New 2023-12-31 38,203 $302,000 38,203
   SeaCrest Wealth Management LLC 448 - 2024-03-31 40,375 $294,000 2,160
   SHUFRO ROSE & CO LLC 223 - 2023-12-31 36,214 $278,000 0
   AUTUS ASSET MANAGEMENT, LLC 128 - 2022-12-31 36,007 $274,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1171 - 2023-12-31 29,398 $234,000 -9,946
   COMMONWEALTH EQUITY SERVICES LLC. 3368 - 2023-12-31 28,146 $217,000 7,754
   STIFEL FINANCIAL CORP 3069 - 2023-12-31 23,078 $178,000 -24
   ALLIANCEBERNSTEIN L.P. 3025 *New 2023-12-31 16,500 $127,000 16,500
   COMERICA BANK 2422 - 2023-12-31 16,121 $124,000 0
   J P MORGAN CHASE & CO 4410 - 2023-12-31 16,008 $123,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1123 - 2023-12-31 15,769 $122,000 479
   ROYAL BANK OF CANADA 4847 - 2023-12-31 15,291 $118,000 -7,954
   FAMILY MANAGEMENT CORP 145 - 2023-12-31 14,378 $111,000 -1,389
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5186 *New 2023-12-31 13,860 $107,000 13,860
   NOMURA HOLDINGS INC 968 *New 2023-12-31 11,794 $91,000 11,794
   Abacus Planning Group Inc. 197 - 2024-03-31 12,547 $91,000 0
   MCCORMACK ADVISORS INTERNATIONAL 977 - 2023-12-31 11,737 $90,000 116
   Capital Investment Advisors LLC 607 - 2024-03-31 12,213 $89,000 -2,857
   Apollon Wealth Management LLC 1032 - 2023-12-31 11,330 $87,000 0
   Western Wealth Management LLC 682 - 2023-12-31 11,270 $87,000 -4,695
   Lumature Wealth Partners LLC 211 - 2023-06-30 8,509 $66,000 0
   Qube Research & Technologies Ltd 2941 - 2023-12-31 5,149 $40,000 0
   WINMILL & CO. INC 62 - 2023-12-31 3,600 $28,000 0
   WELLS FARGO & CO/MN 4931 - 2023-12-31 2,811 $22,000 1,969
   Baldrige Asset Management LLC 224 - 2023-03-31 2,320 $19,000 0
   Raleigh Capital Management Inc. 487 - 2023-12-31 2,100 $16,000 300
   Capital Advisors Ltd. LLC 676 - 2024-03-31 1,622 $12,000 0
   TRUST CO OF VERMONT 608 - 2023-12-31 1,300 $10,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 842 *New 2023-12-31 766 $6,000 766
   Truvestments Capital LLC 574 *New 2023-12-31 750 $6,000 750
   GRADIENT INVESTMENTS LLC 1015 *New 2023-12-31 500 $4,000 500
   BELLEVUE ASSET MANAGEMENT LLC 343 - 2023-12-31 420 $3,000 0
   Steward Partners Investment Advisory LLC 3115 - 2023-12-31 400 $3,000 0
   Investors Research Corp 905 - 2023-12-31 387 $3,000 0
   Farther Finance Advisors LLC 2393 *New 2023-12-31 260 $2,000 260
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1093 - 2023-12-31 155 $1,000 0
   Westside Investment Management Inc. 801 - 2024-03-31 100 $1,000 0
   Global Retirement Partners LLC 3018 - 2023-12-31 187 $1,000 0
   TOTH FINANCIAL ADVISORY CORP 681 - 2024-03-31 125 $1,000 0
   PROEQUITIES INC. 4008 - 2023-12-31 0 $0 0
   Foresight Wealth Management LLC 73 *Closed 2022-12-31 0 $0 -17,906
   McGlone Suttner Wealth Management Inc. 547 *Closed 2024-03-31 0 $0 -474
   CLOUGH CAPITAL PARTNERS L P 212 *Closed 2023-12-31 0 $0 -469,500
   Stonebridge Capital Advisors LLC 714 *Closed 2023-12-31 0 $0 -2,627
   Ignite Planners LLC 297 *Closed 2024-03-31 0 $0 -12,673
   ELEQUIN CAPITAL LP 507 *Closed 2023-12-31 0 $0 -1,000
   Walleye Trading Advisors LLC 2335 *Closed 2023-12-31 0 $0 -40,485
   Quarry LP 1473 *Closed 2023-12-31 0 $0 -128,200
  85 Records found
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