Atlas Wealth LLC Special Opportunities Fund, Inc. Transaction History

Atlas Wealth LLC

$232 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$12.16 - $13.15 $126,111 - $136,378	10,371 New	10,371 $138 Million
Q3 2023 Nov 07, 2023	BUY	$10.87 - $11.58 $6,978 - $7,434	642 Added 5.02%	13,435 $147 Million
Q2 2023 Aug 08, 2023	BUY	$10.7 - $11.22 $136,885 - $143,537	12,793 New	12,793 $147 Million

Others Institutions Holding SPE

# of Institutions

39

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.57M
Shares

$24.2 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.8 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$4.17 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$4 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$2.01 Million
0.0% 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...

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