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 39 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $45 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,535,479
shares
|
$23.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
245,523
shares
|
$3.8 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
167,776
shares
|
$2.6 Million
0.3% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
116,873
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
111,905
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
103,488
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 48.84%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
99,215
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
77,098
shares
|
$1.19 Million
0.47% of portfolio
|
Q1 2025
Reduced 51.15%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
59,534
shares
|
$922,181
0.68% of portfolio
|
Q2 2022
Reduced 16.56%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
31,510
shares
|
$488,089
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
29,115
shares
|
$450,991
0.0% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,929
shares
|
$448,110
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,766
shares
|
$383,625
0.01% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
24,197
shares
|
$374,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,724
shares
|
$321,014
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,486
shares
|
$317,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,530
shares
|
$302,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,290
shares
|
$298,802
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
18,560
shares
|
$287,494
0.01% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,369
shares
|
$269,045
0.01% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16,284
shares
|
$252,239
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,099
shares
|
$249,373
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
14,853
shares
|
$230,072
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
14,534
shares
|
$225,131
0.0% of portfolio
|
Q1 2025
Added 123.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,404
shares
|
$223,117
0.0% of portfolio
|
Q1 2025
Added 3.67%
|