Latest Institutional Purchases of Special Opportunities Fund, Inc. (SPE)
This list provides information on the latest institutional transactions involving Special Opportunities Fund, Inc. (SPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
134+ 0.84% |
$1.79K - $2.08K
|
16.1K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
36+ 0.19% |
$480 - $558
|
19.3K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 2.31% |
$200 - $232
|
663
$10.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
112KNew |
$1.65M - $1.75M
|
112K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2KNew |
$356K - $379K
|
24.2K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$301K - $321K
|
20.5K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$287K - $306K
|
19.5K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
9.58K+ 10.69% |
$141K - $150K
|
99.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.03K+ 123.5% |
$118K - $126K
|
14.5K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.75K+ 3.32% |
$55.2K - $58.9K
|
117K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 8.79% |
$29.4K - $31.4K
|
24.8K
$384K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
1.88K+ 18.78% |
$27.6K - $29.4K
|
11.9K
$184K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$14.8K - $15.8K
|
31.5K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
727New |
$10.7K - $11.4K
|
727
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
510+ 3.67% |
$7.5K - $8K
|
14.4K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
375New |
$5.51K - $5.88K
|
375
$5.82K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171+ 1.25% |
$2.51K - $2.68K
|
13.8K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
94.3KNew |
$1.31M - $1.47M
|
94.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30KNew |
$417K - $466K
|
30K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
$383K - $427K
|
27.5K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.2KNew |
$184K - $206K
|
13.2K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
10.5KNew |
$146K - $163K
|
10.5K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 41.65% |
$63.6K - $71K
|
15.5K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.75KNew |
$52.2K - $58.3K
|
3.75K
$58.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1KNew |
$43.2K - $48.2K
|
3.1K
$48.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.02KNew |
$42K - $46.9K
|
3.02K
$46.9K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 6.83% |
$19.7K - $22K
|
22.1K
$343K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 16.69% |
$46.1K - $49.8K
|
25K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.72K+ 22.63% |
$35.1K - $37.9K
|
14.8K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.16KNew |
$14.9K - $16.1K
|
1.16K
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
594+ 4.65% |
$7.66K - $8.27K
|
13.4K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 11.61% |
$335 - $362
|
250
$3.88K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
13.2KNew |
$161K - $174K
|
13.2K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$157K - $170K
|
12.9K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$126K - $136K
|
10.4K
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 13.83% |
$24.3K - $26.3K
|
16.5K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
360+ 2.26% |
$4.38K - $4.73K
|
16.3K
$253K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
13.8KNew |
$164K - $175K
|
13.8K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$119K - $126K
|
10K
$155K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 30.0% |
$107 - $114
|
39
$605
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
41.3KNew |
$424K - $490K
|
41.3K
$641K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
22.8KNew |
$234K - $270K
|
22.8K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.84KNew |
$39.4K - $45.5K
|
3.84K
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
558+ 2.42% |
$5.73K - $6.62K
|
23.6K
$366K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
17.2KNew |
$187K - $199K
|
17.2K
$266K
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
500+ 2.06% |
$5.44K - $5.79K
|
24.8K
$385K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$157K - $177K
|
14.9K
$230K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
42.3KNew |
$464K - $520K
|
42.3K
$657K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.25KNew |
$46.6K - $52.2K
|
4.25K
$65.9K
|
|