Fny Investment Advisers, LLC Special Opportunities Fund, Inc. Transaction History

Fny Investment Advisers, LLC

$194 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 10, 2022	SELL	$14.56 - $16.24 $72,800 - $81,199	-5,000 Closed	0 $0
Q2 2021 Jul 14, 2021	SELL	$14.68 - $15.51 $26,233 - $27,716	-1,787 Reduced 26.33%	5,000 $75,000
Q1 2021 Apr 12, 2021	BUY	$13.86 - $14.97 $18,821 - $20,329	1,358 Added 25.01%	6,787 $99,000
Q4 2020 Jan 19, 2021	BUY	$11.42 - $14.11 $61,999 - $76,603	5,429 New	5,429 $76,000

Others Institutions Holding SPE

# of Institutions

40

Shares Held

3.2M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.57M
Shares

$23.7 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.7 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$4.08 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$3.91 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$1.97 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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