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 | 05/15/2026 | 2.86 M | $23.78 M | 2.38% | 6.72% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 2.19 M | $18.23 M | 0.00% | 5.15% |
| TORONTO DOMINION BANK | 05/15/2026 | 1.07 M | $8.92 M | 100.00% | 2.52% |
| COLONY GROUP, LLC | 05/15/2026 | 1.04 M | $8.69 M | 2.36% | 2.46% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 774.52 K | $6.44 M | -51.29% | 1.82% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 580.37 K | $4.83 M | 32.17% | 1.36% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 443.23 K | $3.69 M | 1.31% | 1.04% |
| INVESCO LTD. | 05/12/2026 | 414.80 K | $3.45 M | -0.94% | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 355.85 K | $2.96 M | -61.63% | 0.84% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 347.83 K | $2.89 M | 442.38% | 0.82% |
| FIERA CAPITAL CORP | 05/12/2026 | 320.07 K | $2.66 M | -4.64% | 0.75% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 306.60 K | $2.55 M | 14.58% | 0.72% |
| 05/19/2026 | 299.31 K | $2.49 M | 5.94% | 0.70% | |
| HARA CAPITAL LLC | 05/14/2026 | 281.77 K | $2.34 M | 125.57% | 0.66% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 260.40 K | $2.17 M | -0.34% | 0.61% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 224.71 K | $1.87 M | 5.37% | 0.53% |
| MORGAN STANLEY | 05/15/2026 | 210.72 K | $1.75 M | -30.86% | 0.50% |
| 05/11/2026 | 200.53 K | $1.67 M | 7.65% | 0.47% | |
| 05/08/2026 | 192.61 K | $1.60 M | 9.35% | 0.45% | |
| CSS LLC/IL | 05/15/2026 | 171.11 K | $1.42 M | 36.22% | 0.40% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 04/23/2026 | 125.90 K | $1.05 M | 9.55% | 0.30% |
| RPO LLC | 05/12/2026 | 123.15 K | $1.02 M | 100.00% | 0.29% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 114.82 K | $955.30 K | -0.26% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 100.93 K | $839.74 K | -0.87% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 90.79 K | $755.41 K | 3.81% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 87.45 K | $727.57 K | 10.07% | 0.21% |
| CHOREO, LLC | 05/13/2026 | 66.33 K | $551.89 K | -47.51% | 0.16% |
| MAREX GROUP PLC | 05/13/2026 | 51.35 K | $427.19 K | 100.00% | 0.12% |
| 05/05/2026 | 50.34 K | $418.84 K | 100.00% | 0.12% | |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 47.01 K | $391.14 K | 0.00% | 0.11% |
| VISIONARY HORIZONS, LLC | 04/17/2026 | 45.78 K | $380.86 K | 0.00% | 0.11% |
| 04/08/2026 | 39.67 K | $333.25 K | -35.55% | 0.09% | |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 38.66 K | $321.61 K | -31.84% | 0.09% |
| LPL FINANCIAL LLC | 05/06/2026 | 34.22 K | $284.73 K | -1.15% | 0.08% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 30.32 K | $252.25 K | -0.33% | 0.07% |
| AVION WEALTH | 05/01/2026 | 28.91 K | $240.00 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 26.15 K | $217.55 K | 32.06% | 0.06% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 04/08/2026 | 25.00 K | $208.00 K | 42.86% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 22.77 K | $189.00 K | 227.46% | 0.05% |
| K2 PRINCIPAL FUND, L.P. | 05/14/2026 | 22.70 K | $188.86 K | 0.00% | 0.05% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 20.21 K | $168.16 K | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 19.93 K | $165.79 K | -13.80% | 0.05% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 19.80 K | $164.75 K | 37.70% | 0.05% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 18.73 K | $155.79 K | 0.00% | 0.04% |
| HARBOUR CAPITAL ADVISORS, LLC | 04/29/2026 | 18.00 K | $152.64 K | 0.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.53 K | $145.87 K | -8.38% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 16.88 K | $140.40 K | 0.00% | 0.04% |
| PATRON PARTNERS, LLC | 04/29/2026 | 16.49 K | $137.20 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.10 K | $125.63 K | 100.00% | 0.04% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 14.69 K | $122.20 K | 3.38% | 0.03% |
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Saba Capital Income & Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.86 M
Saba Capital Management, L.P.: 2.19 M
TORONTO DOMINION BANK: 1.07 M
Colony Group, LLC: 1.04 M
Thomas J. Herzfeld Advisors, Inc.: 774,518
Shaker Financial Services, LLC: 580,372
33.13% of Saba Capital Income & Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.59 M shares in the last 24 months. This purchase volume represents approximately $88.50 M in transactions.