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 |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
13,825
shares
|
$219,541
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,637
shares
|
$200,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$101,060
0.0% of portfolio
|
Q2 2025
Reduced 56.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,753
shares
|
$59,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$51,467
0.0% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,162
shares
|
$34,332
0.0% of portfolio
|
Q4 2024
Reduced 85.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$34,110
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$31,760
0.01% of portfolio
|
Q2 2021
Added 614.29%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,155
shares
|
$18,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
727
shares
|
$11,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
663
shares
|
$10,528
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
39
shares
|
$619
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|