Saba Capital Income & Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.79 M | $23.03 M | -6.07% | 6.56% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 2.19 M | $18.08 M | -16.69% | 5.15% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 1.59 M | $13.12 M | -11.04% | 3.74% |
| COLONY GROUP, LLC | 02/13/2026 | 1.02 M | $8.42 M | 100.00% | 2.40% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 927.44 K | $7.65 M | -2.94% | 2.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 663.68 K | $5.48 M | -10.79% | 1.56% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 439.10 K | $3.62 M | -2.01% | 1.03% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 437.49 K | $3.61 M | 2.01% | 1.03% |
| INVESCO LTD. | 02/19/2026 | 418.73 K | $3.45 M | 3.77% | 0.98% |
| FIERA CAPITAL CORP | 02/11/2026 | 335.66 K | $2.77 M | 6.22% | 0.79% |
| MORGAN STANLEY | 02/13/2026 | 304.75 K | $2.51 M | -22.91% | 0.72% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 267.59 K | $2.21 M | 34.76% | 0.63% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 261.27 K | $2.16 M | 0.72% | 0.61% |
| SEVEN MILE ADVISORY | 02/13/2026 | 244.18 K | $2.01 M | 0.22% | 0.57% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 213.26 K | $1.76 M | 2.52% | 0.50% |
| 02/11/2026 | 186.28 K | $1.54 B | 100.00% | 0.44% | |
| 02/06/2026 | 176.13 K | $1.45 B | 100.00% | 0.41% | |
| CHOREO, LLC | 01/23/2026 | 126.37 K | $1.06 M | -7.30% | 0.30% |
| CSS LLC/IL | 02/17/2026 | 125.61 K | $1.04 M | -1.56% | 0.30% |
| HARA CAPITAL LLC | 01/15/2026 | 124.91 K | $1.03 M | 62.06% | 0.29% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 115.12 K | $949.70 K | -4.65% | 0.27% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 01/22/2026 | 114.92 K | $948.12 K | 5.23% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 101.82 K | $840.00 K | 8.37% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 87.46 K | $721.55 K | 7.67% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 79.45 K | $655.45 K | -3.40% | 0.19% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 64.13 K | $529.07 K | 100.00% | 0.15% |
| 02/13/2026 | 61.56 K | $507.87 K | 100.00% | 0.14% | |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 56.71 K | $467.84 K | -85.63% | 0.13% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 51.53 K | $425.15 K | -1.11% | 0.12% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 47.01 K | $387.85 K | 0.22% | 0.11% |
| 02/25/2026 | 45.97 K | $379.24 K | 100.00% | 0.11% | |
| VISIONARY HORIZONS, LLC | 01/23/2026 | 45.78 K | $377.65 K | 0.00% | 0.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 34.62 K | $285.61 K | 12.01% | 0.08% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 30.42 K | $250.95 K | 0.00% | 0.07% |
| AVION WEALTH | 01/23/2026 | 28.91 K | $238.00 K | -22.07% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 23.12 K | $190.72 K | -37.12% | 0.05% |
| K2 PRINCIPAL FUND, L.P. | 02/13/2026 | 22.70 K | $187.28 K | -1.30% | 0.05% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 20.21 K | $166.75 K | -1.93% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 19.80 K | $163.35 K | 100.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 19.14 K | $157.86 K | -14.80% | 0.05% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 18.73 K | $154.48 K | -25.77% | 0.04% |
| HARBOUR CAPITAL ADVISORS, LLC | 01/07/2026 | 18.00 K | $149.40 K | -28.34% | 0.04% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 01/12/2026 | 17.50 K | $144.38 K | 16.67% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 16.88 K | $139.22 K | 0.00% | 0.04% |
| PATRON PARTNERS, LLC | 02/11/2026 | 16.49 K | $136.04 K | 0.00% | 0.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 14.38 K | $118.64 K | 100.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 14.25 K | $117.57 K | 0.00% | 0.03% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 14.21 K | $117.23 K | 2.03% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 14.06 K | $116.01 K | 100.00% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 13.35 K | $111.71 K | -0.14% | 0.03% |
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Saba Capital Income & Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.79 M
Saba Capital Management, L.P.: 2.19 M
Thomas J. Herzfeld Advisors, Inc.: 1.59 M
Colony Group, LLC: 1.02 M
ENVESTNET ASSET MANAGEMENT INC: 927,440
WELLS FARGO & COMPANY/MN: 663,684
33.30% of Saba Capital Income & Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.03 M shares in the last 24 months. This purchase volume represents approximately $92.57 M in transactions.