Latest Institutional Purchases of Special Opportunities Fund, Inc. (SPE)

SPE Quotes by TradingView

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
Aug 05, 2025 Q2 2025
Shaker Financial Services, LLC

BUY
 -
190K
+ 245.96%
$2.53M - $2.94M
267K $4.13M
Aug 14, 2025 Q2 2025
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
12.6K
New
$169K - $196K
12.6K $196K
Aug 13, 2025 Q2 2025
Scotia Capital Inc.

BUY
 -
6.53K
+ 6.58%
$87.1K - $101K
106K $1.64M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.81K
+ 19.51%
$50.8K - $59K
23.3K $362K
Aug 14, 2025 Q2 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3K
+ 16.16%
$40K - $46.5K
21.6K $334K
Aug 12, 2025 Q2 2025
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
2.29K
+ 2.05%
$30.6K - $35.5K
114K $1.77M
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
2.08K
+ 7.15%
$27.8K - $32.3K
31.2K $484K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
1.97K
+ 8.14%
$26.3K - $30.5K
26.2K $406K
Aug 13, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.79K
+ 8.64%
$23.9K - $27.7K
22.5K $349K
Aug 11, 2025 Q2 2025
Blue Bell Private Wealth Management, LLC

BUY
 -
1.07K
+ 0.44%
$14.3K - $16.6K
247K $3.82M
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
138
+ 4.45%
$1.84K - $2.14K
3.24K $50.2K
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
134
+ 0.84%
$1.79K - $2.08K
16.1K $250K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
39
+ 0.28%
$520 - $604
13.9K $215K
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
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 14, 2025 Q1 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
20.5K
New
$301K - $321K
20.5K $318K
Aug 12, 2025 Q1 2025
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
14.7K
New
$216K - $230K
14.7K $228K
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 $488K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
727
New
$10.7K - $11.4K
727 $11.3K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
375
New
$5.51K - $5.88K
375 $5.81K
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
94.3K
New
$1.31M - $1.47M
94.3K $1.46M
Feb 14, 2025 Q4 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
30K
New
$417K - $466K
30K $465K
Feb 14, 2025 Q4 2024
Cf Capital LLC

Cohasset, MA
BUY
 -
27.5K
New
$383K - $427K
27.5K $426K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
13.2K
New
$184K - $206K
13.2K $205K
Jan 24, 2025 Q4 2024
Absolute Investment Advisers LLC

BUY
 -
10.5K
New
$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
 -
3.75K
New
$52.2K - $58.3K
3.75K $58.2K
Feb 14, 2025 Q4 2024
Quarry LP

New York, NY
BUY
 -
3.02K
New
$42K - $46.9K
3.02K $46.9K
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
 -
1.16K
New
$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
 -
13.2K
New
$161K - $174K
13.2K $205K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
12.9K
New
$157K - $170K
12.9K $200K
Jul 31, 2024 Q2 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
10.4K
New
$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 $252K
Q1 2024
May 02, 2024 Q1 2024
Patron Partners, LLC

BUY
 -
13.8K
New
$164K - $175K
13.8K $214K
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
10K
New
$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
 -
41.3K
New
$424K - $490K
41.3K $640K
Feb 08, 2024 Q4 2023
Matisse Capital

BUY
 -
22.8K
New
$234K - $270K
22.8K $353K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
3.84K
New
$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
 -
17.2K
New
$187K - $199K
17.2K $266K
Oct 13, 2023 Q3 2023
Triad Investment Management

BUY
 -
500
+ 2.06%
$5.44K - $5.79K
24.8K $385K

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