Shaker Financial Services, LLC Special Opportunities Fund, Inc. Transaction History
Shaker Financial Services, LLC
- $247 Million
- Q1 2025
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 77,098 shares of SPE stock, worth $1.15 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
77,098
Previous 157,812
51.15%
Holding current value
$1.15 Million
Previous $2.31 Million
49.83%
% of portfolio
0.47%
Previous 0.92%
Shares
30 transactions
Others Institutions Holding SPE
# of Institutions
39Shares Held
2.9MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.54MShares$23 Million0.13% of portfolio
-
Blue Bell Private Wealth Management, LLC246KShares$3.68 Million0.73% of portfolio
-
Css LLC Chicago, IL168KShares$2.51 Million0.3% of portfolio
-
Morgan Stanley New York, NY117KShares$1.75 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO112KShares$1.68 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...