Kovitz Investment Group Partners, LLC Special Opportunities Fund, Inc. Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,477,420 shares of SPE stock, worth $22.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,477,420
Previous 1,535,479
3.78%
Holding current value
$22.9 Million
Previous $23.1 Million
0.77%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPE
# of Institutions
38Shares Held
2.95MCall Options Held
0Put Options Held
0-
Shaker Financial Services, LLC267KShares$4.13 Million1.54% of portfolio
-
Blue Bell Private Wealth Management, LLC247KShares$3.82 Million0.67% of portfolio
-
Css LLC Chicago, IL118KShares$1.83 Million0.19% of portfolio
-
Advisors Asset Management, Inc. Monument, CO114KShares$1.77 Million0.03% of portfolio
-
Scotia Capital Inc.106KShares$1.64 Million0.01% 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...