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 38 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $46.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,477,420
shares
|
$23.5 Million
0.11% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
266,728
shares
|
$4.24 Million
1.54% of portfolio
|
Q2 2025
Added 245.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
246,594
shares
|
$3.92 Million
0.67% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
118,279
shares
|
$1.88 Million
0.19% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
114,199
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
105,746
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
103,488
shares
|
$1.64 Million
0.12% of portfolio
|
Q1 2025
Reduced 48.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
71,070
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.19%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
59,534
shares
|
$945,399
0.68% of portfolio
|
Q2 2022
Reduced 16.56%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
31,510
shares
|
$500,378
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
31,197
shares
|
$495,408
0.0% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,929
shares
|
$459,392
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
26,167
shares
|
$415,531
0.0% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
25,766
shares
|
$409,164
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,341
shares
|
$370,655
0.0% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
21,560
shares
|
$342,372
0.01% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
20,474
shares
|
$325,127
0.0% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,290
shares
|
$306,325
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,369
shares
|
$275,819
0.01% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
16,284
shares
|
$258,589
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,099
shares
|
$255,652
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
14,853
shares
|
$235,865
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
14,700
shares
|
$233,436
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
14,315
shares
|
$227,322
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,884
shares
|
$220,477
0.0% of portfolio
|
Q2 2025
Added 0.28%
|