Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Saba Capital Income & Opportunities Fund inkluderar Almitas Capital LLC, Rsm Us Wealth Management Llc, Wetherby Asset Management Inc, Virtu Financial LLC, och Newbridge Financial Services Group, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45 469 | 349 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159 255 | 418,32 | 1 284 | 439,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 693 | 2,45 | 118 | 6,31 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 362 | 3,14 | 156 | 7,59 | ||||
| 2025-08-12 | 13F | Adalta Capital Management LLC | 95 200 | 35,42 | 767 | 40,73 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12 513 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 297 | 182,37 | 156 | 192,45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 37 438 | 302 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63 974 | 7,26 | 516 | 11,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79 009 | 5,58 | 637 | 9,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 406 845 | 8,11 | 3 279 | 12,29 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18 909 | 43,16 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 148 026 | 1,13 | 1 193 | 5,11 | ||||
| 2025-08-14 | 13F | UBS Group AG | 51 020 | 214,47 | 411 | 228,80 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 63 431 | 1,82 | 511 | 5,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 546 | 0,59 | 85 | 4,94 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 55 799 | 450 | ||||||
| 2025-08-14 | 13F | Quarry LP | 265 396 | 10,77 | 2 139 | 15,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24 794 | 200 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 25 107 | 202 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 577 400 | 6,99 | 4 423 | 2,93 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 40 692 | 35,23 | 328 | 40,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 199 515 | 6,15 | 1 608 | 10,29 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 99 725 | 804 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 98 579 | 16,32 | 795 | 20,85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 427 | 0,75 | 84 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47 562 | 3,31 | 383 | 7,28 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 90 059 | 1 537,44 | 699 | 1 602,44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52 238 | 8,31 | 421 | 12,57 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 67 494 | 3,40 | 544 | 7,51 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 685 417 | 11,59 | 5 524 | 15,90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 920 | 15 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 19 198 | 28,12 | 155 | 32,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 282 185 | 16,72 | 2 274 | 21,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16 712 | 21,49 | 135 | 26,42 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 315 331 | 43,47 | 2 542 | 49,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5 767 | 46 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 446 455 | 3 598 |
