Nwf Advisory Services Inc. Special Opportunities Fund, Inc. Transaction History
Nwf Advisory Services Inc.
- $911 Billion
- Q3 2025
A detailed history of Nwf Advisory Services Inc. transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 14,700 shares of SPE stock, worth $224,028. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,700
Previous 14,700
-0.0%
Holding current value
$224,028
Previous $228 Million
0.06%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPE
# of Institutions
43Shares Held
3.22MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.38MShares$21.1 Million0.09% of portfolio
-
Shaker Financial Services, LLC355KShares$5.41 Million1.94% of portfolio
-
Blue Bell Private Wealth Management, LLC272KShares$4.15 Million0.67% of portfolio
-
Gate Pass Capital, LLC Independence, OH134KShares$2.05 Million1.2% of portfolio
-
Css LLC Chicago, IL116KShares$1.77 Million0.19% 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...