Advisors Asset Management, Inc. Special Opportunities Fund, Inc. Transaction History
Advisors Asset Management, Inc.
- $5.34 Billion
- Q2 2025
A detailed history of Advisors Asset Management, Inc. transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 114,199 shares of SPE stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
114,199
Previous 111,905
2.05%
Holding current value
$1.77 Million
Previous $1.68 Million
5.24%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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
-
Scotia Capital Inc.106KShares$1.64 Million0.01% 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...