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 | 08/14/2026 | 2.71 M | $22.64 M | -5.11% | 5.22% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 2.19 M | $18.29 M | 0.00% | 4.22% |
| TORONTO DOMINION BANK | 08/14/2026 | 1.07 M | $8.96 M | 0.00% | 2.07% |
| COLONY GROUP, LLC | 08/12/2026 | 1.01 M | $8.42 M | -3.53% | 1.94% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 891.60 K | $7.44 M | 15.12% | 1.72% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 590.21 K | $4.93 M | 1.70% | 1.14% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 578.04 K | $4.83 M | 62.44% | 1.11% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 433.90 K | $3.62 M | -2.11% | 0.84% |
| INVESCO LTD. | 08/14/2026 | 391.37 K | $3.27 M | -5.65% | 0.75% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 347.83 K | $2.90 M | 0.00% | 0.67% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 334.00 K | $2.79 M | 8.94% | 0.64% |
| FIERA CAPITAL CORP | 08/07/2026 | 330.99 K | $2.76 M | 3.41% | 0.64% |
| FLAX POND CAPITAL, LLC | 08/14/2026 | 313.69 K | $2.62 M | 4.80% | 0.60% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 284.80 K | $2.38 M | 9.37% | 0.55% |
| HARA CAPITAL LLC | 08/11/2026 | 251.36 K | $2.10 M | -10.79% | 0.48% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 244.13 K | $2.04 M | 8.64% | 0.47% |
| MORGAN STANLEY | 08/13/2026 | 204.89 K | $1.71 M | -2.77% | 0.39% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 204.07 K | $1.70 M | 1.76% | 0.39% |
| QUANTIFY CHAOS ADVISORS, LLC | 07/30/2026 | 194.27 K | $1.62 M | 0.86% | 0.37% |
| CSS LLC/IL | 08/14/2026 | 181.83 K | $1.52 M | 6.27% | 0.35% |
| DOLIVER ADVISORS, LP | 07/10/2026 | 140.00 K | $1.17 M | 100.00% | 0.27% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 127.55 K | $1.07 M | 1.31% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 90.97 K | $759.58 K | -9.87% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 89.27 K | $745.41 K | -1.68% | 0.17% |
| CHOREO, LLC | 08/04/2026 | 68.48 K | $571.84 K | 3.24% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 65.91 K | $550.38 K | 230.78% | 0.13% |
| MAREX GROUP PLC | 08/14/2026 | 62.02 K | $517.84 K | 20.78% | 0.12% |
| RPO LLC | 08/13/2026 | 49.91 K | $416.72 K | -59.47% | 0.10% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 08/10/2026 | 43.92 K | $366.70 K | -12.76% | 0.08% |
| VISIONARY HORIZONS, LLC | 07/16/2026 | 43.88 K | $366.37 K | -4.15% | 0.08% |
| LPL FINANCIAL LLC | 08/07/2026 | 40.46 K | $337.82 K | 18.22% | 0.08% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 40.18 K | $333.11 K | 3.95% | 0.08% |
| KELLEHER FINANCIAL ADVISORS | 08/06/2026 | 40.16 K | $335.35 K | 100.00% | 0.08% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 30.77 K | $256.94 K | 55.39% | 0.06% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 30.32 K | $253.16 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.57 K | $246.91 K | 13.09% | 0.06% |
| AVION WEALTH | 07/31/2026 | 27.94 K | $233.00 K | -3.35% | 0.05% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/09/2026 | 25.00 K | $208.75 K | 0.00% | 0.05% |
| NOMURA HOLDINGS INC | 08/14/2026 | 24.00 K | $200.40 K | 100.00% | 0.05% |
| K2 PRINCIPAL FUND, L.P. | 08/07/2026 | 22.70 K | $189.55 K | 0.00% | 0.04% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 21.06 K | $175.88 K | 43.40% | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 20.21 K | $168.77 K | 0.00% | 0.04% |
| HARBOUR CAPITAL ADVISORS, LLC | 07/15/2026 | 17.51 K | $143.19 K | -2.75% | 0.03% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 17.23 K | $143.83 K | -8.01% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 16.88 K | $140.91 K | 0.00% | 0.03% |
| PATRON PARTNERS, LLC | 08/11/2026 | 16.49 K | $137.69 K | 0.00% | 0.03% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 15.39 K | $128.52 K | 4.88% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 15.16 K | $126.55 K | -13.55% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 14.25 K | $119.00 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 13.90 K | $116.07 K | 0.20% | 0.03% |
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Saba Capital Income & Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of Saba Capital Income & Opportunities Fund. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.71 M
Saba Capital Management, L.P.: 2.19 M
TORONTO DOMINION BANK: 1.07 M
Colony Group, LLC: 1.01 M
Thomas J. Herzfeld Advisors, Inc.: 891,603
Shaker Financial Services, LLC: 590,213
27.30% of Saba Capital Income & Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.52 M shares in the last 24 months. This purchase volume represents approximately $94.55 M in transactions.