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 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $46 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,565,887
shares
|
$22.9 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
310,363
shares
|
$4.53 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
269,555
shares
|
$3.94 Million
0.75% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
258,384
shares
|
$3.77 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
129,900
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
84,491
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
67,426
shares
|
$985,093
0.57% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
63,636
shares
|
$929,721
0.34% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
59,534
shares
|
$869,791
0.68% of portfolio
|
Q2 2022
Reduced 16.56%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
30,500
shares
|
$445,605
0.0% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
29,476
shares
|
$430,644
0.01% of portfolio
|
Q2 2024
Added 15.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,929
shares
|
$422,652
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$365,250
0.1% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
22,786
shares
|
$332,903
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,500
shares
|
$284,895
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
17,369
shares
|
$253,761
0.01% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,462
shares
|
$240,509
0.0% of portfolio
|
Q2 2024
Added 13.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,284
shares
|
$237,909
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
15,723
shares
|
$229,713
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,588
shares
|
$227,740
0.0% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,362
shares
|
$224,438
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
14,853
shares
|
$217,002
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
14,755
shares
|
$215,570
0.02% of portfolio
|
Q3 2024
Added 22.63%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
13,825
shares
|
$201,983
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,769
shares
|
$201,165
0.0% of portfolio
|
Q3 2024
Added 11.74%
|