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The company

Saba Capital Income & Opportunities Fund SBI

BRW · NYSE

FinancialsFunds, Shells & SPACs

BRW stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 10.7% below that average now. Financials: 51% of its 740 stocks in an uptrend (−2 points in four weeks).

SEC filings

Statistics

Rotation: not in the set
Weeks in an uptrend: out for 52
Insider buys, 12 months: $0
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 94 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

24 Apr – 23 Oct

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months0

Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders94+6 on the quarter

New · exited15 · 9

Reported value$118.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Focus Partners Wealthreduced · filed 12 Aug 2026	2,745,119$18.0M	-215,425−7.3%
TORONTO DOMINION BANKunchanged · filed 14 Aug 2026	2,278,240$15.0M	00.0%
RIVERNORTH CAPITAL MANAGEMENT, LLCreduced · filed 14 Aug 2026	1,861,414$12.2M	-142,192−7.1%
Thomas J. Herzfeld Advisors, Inc.added · filed 10 Aug 2026	1,544,694$10.1M	+127,505+9.0%
ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026	1,075,205$7.1M	+189,411+21.4%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCadded · filed 6 Aug 2026	829,855$5.5M	+27,845+3.5%
Invesco Ltd.reduced · filed 14 Aug 2026	740,127$4.9M	-52,772−6.7%
CSS LLCreduced · filed 14 Aug 2026	686,484$4.5M	-21,758−3.1%
MORGAN STANLEYreduced · filed 13 Aug 2026	605,349$4.0M	-36,828−5.7%
LPL Financial LLCadded · filed 7 Aug 2026	507,546$3.3M	+32,187+6.8%

31 Mar 2023 – 30 Jun 2026

News

No headline names it lately.

Everyone who traded it

Boaz Weinstein President · last 1 Jul 202445 · 33

Saba Capital Management, L.P. President · last 9 Nov 202258 · 41

Kimberly A. Anderson SVP, Fund Officer · last 19 Jan 20213 · 0

Mark Weber Senior Managing Director · last 4 Jun 20184 · 2

Michael J. Roland Director · last 2 Oct 20171 · 1

Elliot Rosen Senior Vice President · last 19 Sep 20129 · 9

Ag Ubs Other · last 31 Dec 20110 · 0

Citigroup Inc 10% owner · last 23 Dec 20110 · 5

Stanley Morgan 10% owner · last 23 Dec 20110 · 3

Jeffrey A. Bakalar Senior Vice-President · last 12 Dec 20084 · 1

Daniel A. Norman Senior Vice-President · last 10 Oct 20085 · 0

David Putnam Director · last 14 Aug 20071 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.