Advisor Group Holdings, Inc. Special Opportunities Fund, Inc. Transaction History
Advisor Group Holdings, Inc.
- $67.1 Billion
- Q3 2025
A detailed history of Advisor Group Holdings, Inc. transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 20,100 shares of SPE stock, worth $306,324. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,100
Previous 20,474
1.83%
Holding current value
$306,324
Previous $317,000
2.52%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding SPE
# of Institutions
44Shares Held
3.23MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.38MShares$21.1 Million0.09% of portfolio
-
Shaker Financial Services, LLC355KShares$5.41 Million1.94% of portfolio
-
Blue Bell Private Wealth Management, LLC272KShares$4.15 Million0.67% of portfolio
-
Gate Pass Capital, LLC Independence, OH134KShares$2.05 Million1.2% of portfolio
-
Css LLC Chicago, IL116KShares$1.77 Million0.19% of portfolio
About SPECIAL OPPORTUNITIES FUND, INC.
- Ticker SPE
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...