Saba Capital Income & OpportSABA

13F holders, Q1 2024 (March 31)
101holders
1famous investor
$3.83avg. 13F price*

At the end of Q1 2024, 101 institutions reported holding Saba Capital Income & Opport (SABA) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($26.4M), Rivernorth Capital Management, LLC ($20.4M) and Morgan Stanley ($7.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Saba Capital Income & Opport
CUSIP
880198106
Latest filing quarter
Q1 2026

History

Number of 13F holders

050100150 Q1 2024: 101Q1 2024Q2 2024: 7Q2 2024Q3 2024: 1Q3 2024Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions17$7.0M
Exits26$2.3M

Ownership 101 holders

Saba Capital Management, L.P. 0.58% Reduce -21.4% 6,909,623 $26.4M
Rivernorth Capital Management, LLC 0.99% Add +17.3% 5,335,635 $20.4M
Morgan Stanley 0.00% Add +162.1% 1,971,391 $7.5M
Franklin Resources Inc. 0.00% Reduce -53.7% 1,591,599 $6.1M
Icon Advisers Inc. 0.84% Reduce -31.1% 985,095 $3.8M
Invesco Ltd. 0.00% Add +8.7% 731,637 $2.8M
Landscape Capital Management, L.L.C. 0.21% Reduce -4.5% 624,644 $2.4M
Legacy Capital Wealth Partners, LLC 1.52% New 506,227 $2.1M
Hara Capital LLC 1.27% Add +2665.0% 554,741 $2.1M
Envestnet Asset Management Inc. 0.00% New 447,085 $1.7M
Wells Fargo & Company 0.00% Reduce -20.5% 421,167 $1.6M
Thomas J. Herzfeld Advisors, Inc. 0.53% New 394,572 $1.5M
CSS LLC 0.33% Add +16.7% 357,704 $1.4M
Mutual Advisors, LLC 0.03% Reduce -7.8% 268,032 $1.0M
Family Firm, Inc. 0.24% Reduce -67.3% 257,537 $984K
Fiera Capital Corp 0.00% Add +0.1% 204,399 $781K
Shaker Financial Services, LLC 0.27% Add +477.1% 181,785 $694K
Flow State Investments, L.P. 0.35% Add +27.9% 171,013 $653K
Prevail Innovative Wealth Advisors, LLC 0.24% Add +30.2% 167,290 $639K
Evanson Asset Management, LLC 0.04% Reduce -2.0% 156,199 $597K
Osaic Holdings, Inc. 0.00% Add +27.3% 148,541 $567K
Farther Finance Advisors, LLC 0.03% Reduce -1.3% 133,963 $512K
Blue Bell Private Wealth Management, LLC 0.11% Add +6583.9% 133,678 $511K
Choreo, LLC 0.01% New 131,081 $501K
Ancora Advisors LLC 0.01% Add +9282.9% 107,059 $409K
Visionary Horizons, LLC 0.31% Reduce -0.6% 107,145 $400K
Tidal Investments LLC 0.01% New 93,785 $358K
Avion Wealth 0.09% Reduce -5.7% 86,683 $332K
Alpine Global Management, LLC 0.07% Add +22.3% 83,000 $317K
Harbour Capital Advisors, LLC 0.07% Add +1.7% 76,105 $289K
Everett Harris & Co. 0.00% New 67,715 $259K
Evergreen Capital Management LLC 0.01% Reduce -4.9% 65,245 $249K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -29.8% 64,945 $248K
LPL Financial LLC 0.00% Reduce -7.9% 51,418 $196K
UBS Group AG 0.00% Add +24.5% 51,356 $196K
Melfa Wealth Management, Inc. 0.13% Add +43.0% 48,250 $184K
Raymond James & Associates 0.00% Reduce -15.4% 44,749 $171K
Shufro Rose & Co. LLC 0.01% Reduce -11.6% 42,000 $160K
Rock Point Advisors, LLC 0.05% Reduce -4.5% 41,480 $158K
Gilman Hill Asset Management, LLC 0.03% No change 37,500 $143K
Patron Partners, LLC 0.09% New 36,980 $141K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 29,752 $114K
Royal Bank of Canada 0.00% Reduce -33.6% 27,362 $105K
Marex Group Ltd 0.00% Reduce -45.1% 27,009 $103K
Kestra Advisory Services, LLC 0.00% Add +1.4% 26,609 $102K
Scotia Capital Inc. 0.00% New 25,609 $98K
IFG Advisory, LLC 0.01% Reduce -39.4% 24,427 $93K
Commonwealth Equity Services, LLC 0.00% Reduce -17.4% 20,667 $79K
Harbour Investments, Inc. 0.00% Reduce -11.3% 20,559 $79K
Citadel Advisors 0.00% New 20,407 $78K
Vanguard Capital Wealth Advisors 0.05% Reduce -6.5% 20,268 $77K
Private Advisor Group, LLC 0.00% Reduce -6.0% 19,696 $75K
Atria Wealth Solutions, Inc. 0.00% Reduce -35.6% 18,942 $72K
Wescott Financial Advisory Group, LLC 0.01% Add +0.0% 17,864 $68K
Rpo LLC 0.09% New 16,747 $64K
Sightline Wealth Advisors, LLC 0.04% Add +3.1% 16,254 $62K
Moors & Cabot, Inc. 0.00% Reduce -65.1% 16,107 $62K
Comerica Bank 0.00% Add +14.7% 15,048 $57K
Truist Financial Corp. 0.00% No change 15,000 $57K
Kelleher Financial Advisors 0.02% New 14,603 $56K
Headinvest, LLC 0.01% No change 14,200 $54K
Stephens Inc. 0.00% Reduce -59.6% 14,149 $54K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -82.4% 13,448 $51K
Mercer Global Advisors Inc. 0.00% Add +6.4% 13,376 $51K
Verition Fund Management LLC 0.00% New 13,000 $50K
Diversified Investment Strategies, LLC 0.03% No change 12,405 $47K
Ignite Planners, LLC 0.01% Reduce -41.5% 11,382 $43K
Bank of New York Mellon Corp 0.00% No change 11,003 $42K
Independent Financial Group, LLC 0.00% Reduce -43.5% 10,770 $41K
Suncoast Equity Management 0.00% Add +2.3% 10,521 $40K
Clear Creek Financial Management, LLC 0.01% New 10,250 $39K
Allworth Financial LP 0.00% No change 9,764 $37K
JNBA Financial Advisors 0.00% No change 9,046 $35K
North Star Investment Management Corp. 0.00% Add +0.9% 7,999 $31K
Fortitude Family Office, LLC 0.02% No change 6,000 $23K
Addison Advisors LLC 0.01% No change 4,381 $17K
Bank of America Corp. 0.00% Add +11.6% 3,850 $15K
Northwest Capital Management Inc 0.00% No change 3,760 $14K
Cwm, LLC 0.00% No change 3,760 $14K
Investors Research Corp 0.00% No change 2,671 $10K
Future Financial Wealth Managment LLC 0.01% New 2,260 $9K
Prestige Wealth Management Group LLC 0.00% No change 2,000 $8K
IFP Advisors, Inc 0.00% No change 2,000 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 1,700 $6K
Sugarloaf Wealth Management, LLC 0.00% No change 1,546 $6K
St Germain D J Co. Inc. 0.00% No change 1,425 $5K
Highlander Capital Management, LLC 0.00% No change 1,400 $5K
Beacon Capital Management, LLC 0.00% New 1,200 $5K
Sound Income Strategies, LLC 0.00% No change 1,000 $4K
Sandy Spring Bank 0.00% No change 700 $3K
SOA Wealth Advisors, LLC. 0.00% No change 650 $2K
PNC Financial Services Group, Inc. 0.00% No change 650 $2K
Spire Wealth Management 0.00% Reduce -87.4% 620 $2K
Gould Capital, LLC 0.00% No change 600 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +4.9% 453 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 182 $695
Signaturefd, LLC 0.00% No change 131 $500
Gilliland Jeter Wealth Management LLC 0.00% New 114 $435
Winmill & Co. Inc. 0.00% No change 34 $130
Tower Research Capital LLC (TRC) 0.00% Reduce -97.8% 23 $88

"% of holder's portfolio" is SABA's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.

Show all 101 holders