Triad Investment Management Special Opportunities Fund, Inc. Transaction History

Triad Investment Management

$77.9 Million
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$10.87 - $11.58 $5,435 - $5,790	500 Added 2.06%	24,827 $271,000
Q2 2023 Jul 10, 2023	SELL	$10.7 - $11.22 $4,312 - $4,521	-403 Reduced 1.63%	24,327 $272,000
Q1 2023 Jul 10, 2023	BUY	$10.54 - $11.93 $43,382 - $49,103	4,116 Added 19.97%	24,730 $270,000
Q4 2022 Jan 27, 2023	BUY	$10.96 - $12.28 $13,152 - $14,736	1,200 Added 6.18%	20,614 $0
Q3 2022 Oct 18, 2022	BUY	$11.0 - $24.0 $213,554 - $465,936	19,414 New	19,414 $215,000

Others Institutions Holding SPE

# of Institutions

40

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.55M
Shares

$23.2 Million
0.08% of portfolio
Blue Bell Private Wealth Management, LLC

250K
Shares

$3.76 Million
0.73% of portfolio
Css LLC Chicago, IL

203K
Shares

$3.05 Million
0.29% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

202K
Shares

$3.04 Million
0.17% of portfolio
Shaker Financial Services, LLC

158K
Shares

$2.37 Million
0.92% 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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