LNWWM
BRW

Laird Norton Wetherby Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,107
Closed -$202K – 936
2025
Q2 		$202K Buy
+25,107
New +$191K 0.01% 878

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BRW Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q3 2025, closing a stake of 25,107 shares — an estimated $202K sold.

Laird Norton Wetherby Wealth Management first reported a position in BRW in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 93 funds tracked by Wall St. Rank hold BRW as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 25,107 Saba Capital Income & Opportunities Fund shares in Q3 2025, an estimated $202K.
  • Laird Norton Wetherby Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $202K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.