Shaker Financial Services, LLC Special Opportunities Fund, Inc. Transaction History
Shaker Financial Services, LLC
- $261 Million
- Q3 2024
A detailed history of Shaker Financial Services, LLC transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Shaker Financial Services, LLC holds 63,636 shares of SPE stock, worth $925,903. This represents 0.34% of its overall portfolio holdings.
Number of Shares
63,636
Previous 58,923
8.0%
Holding current value
$925,903
Previous $770,000
14.94%
% of portfolio
0.34%
Previous 0.32%
Shares
28 transactions
Others Institutions Holding SPE
# of Institutions
39Shares Held
3.19MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.57MShares$22.8 Million0.15% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL310KShares$4.52 Million0.24% of portfolio
-
Blue Bell Private Wealth Management, LLC270KShares$3.92 Million0.75% of portfolio
-
Css LLC Chicago, IL258KShares$3.76 Million0.36% of portfolio
-
Morgan Stanley New York, NY130KShares$1.89 Million0.0% 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...