Saba Capital Income & Opportunities Fund II - Common Shares (SABA)

CUSIP: 880198205

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / Common Shares
Shares outstanding
28,251,445
Total 13F shares
8,430,364
Share change
+8,430,364
Total reported value
$65,808,823
Price per share
$7.80
Number of holders
66
Value change
+$65,808,823
Number of buys
66

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Quarterly Holders Quick Answers

What is CUSIP 880198205?
CUSIP 880198205 identifies SABA - Saba Capital Income & Opportunities Fund II - Common Shares in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of SABA - Saba Capital Income & Opportunities Fund II - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Boaz Weinstein
3/4/5
10%+ Owner
class O/S missing
31,712,061
$121,140,073 01 Sep 2023
Saba Capital Management, L.P.
13F
Company
25%
6,909,623
$26,395,354 31 Mar 2024
13F
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
20%
5,335,635
$20,382,126 31 Mar 2024
13F
FRANKLIN RESOURCES INC
3/4/5 13F
Affiliate of Investment Adv. · Company
5.8%
from 13F
3,494,870
$14,643,505 09 Nov 2023
MORGAN STANLEY
13F
Company
7.2%
1,971,392
$7,530,725 31 Mar 2024
13F
ICON ADVISERS INC/CO
13F
Company
3.6%
985,095
$3,763,063 31 Mar 2024
13F
Invesco Ltd.
13F
Company
2.7%
731,637
$2,794,853 31 Mar 2024
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
2.3%
624,644
$2,386,140 31 Mar 2024
13F
Legacy Capital Wealth Partners, LLC
13F
Company
1.9%
506,227
$2,136,278 31 Mar 2024
13F
Hara Capital LLC
13F
Company
2%
554,741
$2,119,111 31 Mar 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
1.6%
447,085
$1,707,865 31 Mar 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.5%
421,167
$1,608,860 31 Mar 2024
13F
Thomas J. Herzfeld Advisors, Inc.
13F
Company
1.4%
394,572
$1,507,265 31 Mar 2024
13F
CSS LLC/IL
13F
Company
1.3%
357,704
$1,366,429 31 Mar 2024
13F
Mutual Advisors, LLC
13F
Company
0.98%
268,032
$1,023,884 31 Mar 2024
13F
Family Firm, Inc.
13F
Company
0.95%
257,537
$983,793 31 Mar 2024
13F
Fiera Capital Corp
13F
Company
0.75%
204,399
$780,804 31 Mar 2024
13F
Shaker Financial Services, LLC
13F
Company
0.67%
181,785
$694,419 31 Mar 2024
13F
Flow State Investments, L.P.
13F
Company
0.63%
171,013
$653,270 31 Mar 2024
13F
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
13F
Company
0.61%
167,290
$639,048 31 Mar 2024
13F
Evanson Asset Management, LLC
13F
Company
0.57%
156,199
$596,680 31 Mar 2024
13F
OSAIC HOLDINGS, INC.
13F
Company
0.55%
148,541
$567,426 31 Mar 2024
13F
Farther Finance Advisors, LLC
13F
Company
0.49%
133,963
$511,739 31 Mar 2024
13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
0.49%
133,678
$510,650 31 Mar 2024
13F
CHOREO, LLC
13F
Company
0.48%
131,081
$500,729 31 Mar 2024
13F
Ancora Advisors LLC
13F
Company
0.39%
107,059
$408,965 31 Mar 2024
13F
VISIONARY HORIZONS, LLC
13F
Company
0.39%
107,145
$399,651 31 Mar 2024
13F
Tidal Investments LLC
13F
Company
0.34%
93,785
$358,259 31 Mar 2024
13F
Avion Wealth
13F
Company
0.32%
86,683
$332,000 31 Mar 2024
13F
Alpine Global Management, LLC
13F
Company
0.3%
83,000
$317,060 31 Mar 2024
13F
Harbour Capital Advisors, LLC
13F
Company
0.28%
76,105
$289,199 31 Mar 2024
13F
EVERETT HARRIS & CO /CA/
13F
Company
0.25%
67,715
$258,672 31 Mar 2024
13F
EVERGREEN CAPITAL MANAGEMENT LLC
13F
Company
0.24%
65,245
$249,236 31 Mar 2024
13F
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
13F
Company
0.24%
64,945
$248,090 31 Mar 2024
13F
LPL Financial LLC
13F
Company
0.19%
51,418
$196,416 31 Mar 2024
13F
UBS Group AG
13F
Company
0.19%
51,356
$196,180 31 Mar 2024
13F
MELFA WEALTH MANAGEMENT, INC.
13F
Company
0.18%
48,250
$184,315 31 Mar 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.16%
44,749
$170,942 31 Mar 2024
13F
SHUFRO ROSE & CO LLC
13F
Company
0.15%
42,000
$160,440 31 Mar 2024
13F
Rock Point Advisors, LLC
13F
Company
0.15%
41,480
$158,454 31 Mar 2024
13F
Gilman Hill Asset Management, LLC
13F
Company
0.14%
37,500
$143,250 31 Mar 2024
13F
PATRON PARTNERS, LLC
13F
Company
0.14%
36,980
$141,264 31 Mar 2024
13F
Steward Partners Investment Advisory, LLC
13F
Company
0.11%
29,752
$113,653 31 Mar 2024
13F
ROYAL BANK OF CANADA
13F
Company
0.1%
27,361
$105,000 31 Mar 2024
13F
Marex Group plc
13F
Company
0.1%
27,009
$103,174 31 Mar 2024
13F
Kestra Advisory Services, LLC
13F
Company
0.1%
26,609
$101,647 31 Mar 2024
13F
SCOTIA CAPITAL INC.
13F
Company
0.09%
25,609
$97,826 31 Mar 2024
13F
IFG Advisory, LLC
13F
Company
0.09%
24,427
$93,313 31 Mar 2024
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
0.08%
20,667
$79,000 31 Mar 2024
13F
HARBOUR INVESTMENTS, INC.
13F
Company
0.08%
20,559
$78,537 31 Mar 2024
13F

Institutional Holders of Saba Capital Income & Opportunities Fund II - Common Shares (SABA) as of Q2 2024

As of 30 Jun 2024, Saba Capital Income & Opportunities Fund II - Common Shares (SABA) was held by 66 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,430,364 shares. The largest 10 holders included Saba Capital Management, L.P., MORGAN STANLEY, Thomas J. Herzfeld Advisors, Inc., Invesco Ltd., ENVESTNET ASSET MANAGEMENT INC, LANDSCAPE CAPITAL MANAGEMENT, L.L.C., FRANKLIN RESOURCES INC, CSS LLC/IL, Alpine Global Management, LLC, and Mutual Advisors, LLC. This page lists 67 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q4 2025 Across Filers

Q4 2025 holders
85
Q2 2024 holders
66
Holder diff
-19
Investor Q4 2025 Shares Q2 2024 Shares Share Diff Share Chg % Q4 2025 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.