CUSIP 78518H202SHS NEWBRWQ4 2025
14 filings · latest Feb 13, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 3.01M | $21.09M |
| 2 | Rivernorth Capital Management, LLC | 2.02M | $14.14M |
| 3 | Thomas J. Herzfeld Advisors, Inc. | 1.83M | $12.86M |
| 4 | Seven Mile Advisory | 816.1K | $5.72M |
| 5 | Blue Bell Private Wealth Management, LLC | 760.8K | $5.33M |
| 6 | Css LLC/Il | 739.3K | $5.18M |
| 7 | Absolute Investment Advisers, LLC | 732.1K | $5.14M |
| 8 | Invesco Ltd. | 717.0K | $5.03M |
| 9 |
| 4 | Oct 29, 2024 | Kovitz Investment Group Partners, LLC | 13G | 5.8% | 2.47M | SEC |
| 5 | Feb 14, 2024 | Rivernorth Capital Management, LLC | 13G/A | 7.3% | 3.08M | SEC |
| 6 | Feb 12, 2024 | Relative Value Partners Group, LLC | 13G | 5.4% | 2.31M | SEC |
| 7 | Jan 11, 2024 | Saba Capital Management, L.P. | 13D/A | 5.0% | 2.12M | SEC |
| 8 | Oct 2, 2023 | Saba Capital Management, L.P. | 13D/A | 5.8% | 2.49M | SEC |
| 9 | Aug 31, 2023 | Saba Capital Management, L.P. | 13D/A | 6.9% | 2.93M | SEC |
| 10 | Apr 27, 2023 | Saba Capital Management, L.P. | 13D/A | 8.2% | 3.48M | SEC |
See the full Schedule 13D/13G history for Saba Capital Income & Oprnt.
Unlock full history| Morgan Stanley |
| 684.2K |
| $4.80M |
| 10 | Envestnet Asset Management Inc | 631.8K | $4.43M |