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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
94.3KNew |
$1.31M - $1.47M
|
94.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
94.2K+ 147.99% |
$1.31M - $1.46M
|
158K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31KNew |
$431K - $481K
|
31K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30KNew |
$417K - $466K
|
30K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
$383K - $427K
|
27.5K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.8KNew |
$317K - $354K
|
22.8K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
22.4KNew |
$312K - $348K
|
22.4K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.2KNew |
$184K - $206K
|
13.2K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
10.5KNew |
$146K - $163K
|
10.5K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
10KNew |
$139K - $155K
|
10K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.14K+ 6.08% |
$71.5K - $79.8K
|
89.6K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 41.65% |
$63.6K - $71K
|
15.5K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.75KNew |
$52.2K - $58.3K
|
3.75K
$58.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1KNew |
$43.2K - $48.2K
|
3.1K
$48.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.02KNew |
$42K - $46.9K
|
3.02K
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$163K - $176K
|
12.6K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 16.69% |
$46.1K - $49.8K
|
25K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.72K+ 22.63% |
$35.1K - $37.9K
|
14.8K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.16KNew |
$14.9K - $16.1K
|
1.16K
$18K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
639New |
$8.24K - $8.89K
|
639
$9.95K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
594+ 4.65% |
$7.66K - $8.27K
|
13.4K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 11.61% |
$335 - $362
|
250
$3.89K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$157K - $170K
|
12.9K
$201K
|
|
|
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
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
360+ 2.26% |
$4.38K - $4.73K
|
16.3K
$254K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
13.8KNew |
$164K - $175K
|
13.8K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
13.2KNew |
$157K - $167K
|
13.2K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$119K - $126K
|
10K
$156K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 30.0% |
$107 - $114
|
39
$607
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
41.3KNew |
$424K - $490K
|
41.3K
$643K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
22.8KNew |
$234K - $270K
|
22.8K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.84KNew |
$39.4K - $45.5K
|
3.84K
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
558+ 2.42% |
$5.73K - $6.62K
|
23.6K
$368K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
17.2KNew |
$187K - $199K
|
17.2K
$267K
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
500+ 2.06% |
$5.44K - $5.79K
|
24.8K
$387K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$157K - $177K
|
14.9K
$231K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
42.3KNew |
$464K - $520K
|
42.3K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.25KNew |
$46.6K - $52.2K
|
4.25K
$66.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
355+ 1.7% |
$3.89K - $4.36K
|
21.2K
$330K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$12.1K - $15.1K
|
1K
$15.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
100+ 133.33% |
$1.21K - $1.51K
|
175
$2.72K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$7.28K - $8.12K
|
500
$7.79K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
1.72K+ 614.29% |
$25.2K - $26.7K
|
2K
$31.1K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
6.97KNew |
$79.6K - $98.3K
|
6.97K
$109K
|
|