Financial Architects, Inc Special Opportunities Fund, Inc. Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 01, 2019	SELL	$11.39 - $15.15 $7,118 - $9,468	-625 Closed	0 $0
Q1 2018 Apr 23, 2018	BUY	$14.49 - $15.74 $724 - $787	50 Added 8.7%	625 $9,000
Q3 2017 Nov 01, 2017	BUY	$15.04 - $15.86 $8,648 - $9,119	575	575 $9,000

Others Institutions Holding SPE

# of Institutions

39

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.57M
Shares

$23.4 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.63 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$4.02 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$3.86 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$1.94 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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