Advisor Group Holdings, Inc. Special Opportunities Fund, Inc. Transaction History
Advisor Group Holdings, Inc.
- $44.4 Billion
- Q2 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 22,514 shares of SPE stock, worth $348,967. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22,514
Previous 20,724
8.64%
Holding current value
$348,967
Previous $311,000
11.9%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding SPE
# of Institutions
38Shares Held
2.95MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.48MShares$22.9 Million0.11% of portfolio
-
Shaker Financial Services, LLC267KShares$4.13 Million1.54% of portfolio
-
Blue Bell Private Wealth Management, LLC247KShares$3.82 Million0.67% of portfolio
-
Css LLC Chicago, IL118KShares$1.83 Million0.19% of portfolio
-
Advisors Asset Management, Inc. Monument, CO114KShares$1.77 Million0.03% 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...