Institutional Ownership Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $49.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,383,383
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
354,678
shares
|
$5.41 Million
1.94% of portfolio
|
Q3 2025
Added 32.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
272,298
shares
|
$4.15 Million
0.67% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
134,300
shares
|
$2.05 Million
1.2% of portfolio
|
Q3 2025
Added 51.07%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
115,979
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
112,397
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
107,016
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
106,074
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
103,125
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
80,300
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
59,534
shares
|
$907,298
0.68% of portfolio
|
Q2 2022
Reduced 16.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,826
shares
|
$485,028
0.0% of portfolio
|
Q3 2025
Added 36.35%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
31,510
shares
|
$480,212
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,929
shares
|
$440,877
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
28,355
shares
|
$432,130
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,266
shares
|
$339,333
0.0% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
21,677
shares
|
$330,357
0.0% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,714
shares
|
$315,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,100
shares
|
$306,324
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
18,470
shares
|
$281,482
0.01% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
17,369
shares
|
$264,703
0.01% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,284
shares
|
$248,168
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,231
shares
|
$247,360
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,515
shares
|
$236,448
0.0% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
14,853
shares
|
$226,359
0.03% of portfolio
|
Q1 2023
New holding
|
|