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 $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,845
shares
|
$207,951
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,825
shares
|
$207,651
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,878
shares
|
$178,407
0.09% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,753
shares
|
$56,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,103
shares
|
$46,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,162
shares
|
$32,473
0.0% of portfolio
|
Q4 2024
Reduced 85.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,148
shares
|
$32,262
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
2,000
shares
|
$30,040
0.01% of portfolio
|
Q2 2021
Added 614.29%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,155
shares
|
$17,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
727
shares
|
$10,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
648
shares
|
$9,732
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
375
shares
|
$5,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
39
shares
|
$585
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|