Ifp Advisors, Inc Special Opportunities Fund, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	$12.02 - $13.44 $793 - $887	-66 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$11.39 - $15.15 $5,444 - $7,241	-478 Reduced 87.87%	66 $0
Q4 2017 Jan 24, 2018	SELL	$14.81 - $16.11 $73,146 - $79,567	-4,939 Reduced 90.08%	544 $0
Q4 2016 Jun 03, 2019	SELL	N/A	-334 Reduced 5.74%	5,483 $75,000
Q2 2016 Jun 03, 2019	BUY	N/A	5,817	5,817 $80,000

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

$22.7 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.5 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$3.91 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$3.75 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$1.88 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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