Geneos Wealth Management Inc. Special Opportunities Fund, Inc. Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPE
# of Institutions
39Shares Held
3.19MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.57MShares$22.9 Million0.15% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL310KShares$4.54 Million0.24% of portfolio
-
Blue Bell Private Wealth Management, LLC270KShares$3.94 Million0.75% of portfolio
-
Css LLC Chicago, IL258KShares$3.78 Million0.36% of portfolio
-
Morgan Stanley New York, NY130KShares$1.9 Million0.0% 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...