New Edge Advisors, LLC Special Opportunities Fund, Inc. Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,162 shares of SPE stock, worth $33,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,162
Previous 2,162
-0.0%
Holding current value
$33,013
Previous $32,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SPE
# of Institutions
39Shares Held
3.04MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.48MShares$22.6 Million0.11% of portfolio
-
Shaker Financial Services, LLC267KShares$4.07 Million1.54% of portfolio
-
Blue Bell Private Wealth Management, LLC247KShares$3.77 Million0.67% of portfolio
-
Css LLC Chicago, IL118KShares$1.81 Million0.19% of portfolio
-
Advisors Asset Management, Inc. Monument, CO114KShares$1.74 Million0.03% 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...