Nwam LLC Special Opportunities Fund, Inc. Transaction History

Nwam LLC

$1.12 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$13.86 - $14.97 $240,734 - $260,013	-17,369 Closed	0 $0
Q3 2017 Nov 01, 2017	BUY	$15.04 - $15.86 $261,229 - $275,472	17,369	17,369 $275,000

Others Institutions Holding SPE

# of Institutions

39

Shares Held

2.9M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.54M
Shares

$23.3 Million
0.13% of portfolio
Blue Bell Private Wealth Management, LLC

246K
Shares

$3.73 Million
0.73% of portfolio
Css LLC Chicago, IL

168K
Shares

$2.55 Million
0.3% of portfolio
Morgan Stanley New York, NY

117K
Shares

$1.78 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

112K
Shares

$1.7 Million
0.03% 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...

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