Purchases and Sales Made in Q1 2024 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q1 2024. The information is specifically focused on institutions that hold shares of SPECIAL OPPORTUNITIES FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
32.5KNew |
$386K - $411K
|
32.5K
$503K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
13.8KNew |
$164K - $175K
|
13.8K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
13.2KNew |
$157K - $167K
|
13.2K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$119K - $126K
|
10K
$155K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.15K+ 33.48% |
$96.9K - $103K
|
32.5K
$503K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06K+ 2.3% |
$36.4K - $38.7K
|
136K
$2.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.69KNew |
$32K - $34K
|
2.69K
$41.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.88K+ 2.55% |
$22.3K - $23.7K
|
75.5K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
928+ 6.38% |
$11K - $11.7K
|
15.5K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
504+ 3.56% |
$5.99K - $6.37K
|
14.6K
$227K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 3.7% |
$4.76K - $5.06K
|
11.2K
$173K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
359+ 2.31% |
$4.27K - $4.54K
|
15.9K
$247K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
221+ 10.28% |
$2.63K - $2.79K
|
2.37K
$36.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61+ 0.04% |
$725 - $771
|
136K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61+ 0.04% |
$725 - $771
|
136K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
50+ 0.69% |
$595 - $632
|
7.28K
$113K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 30.0% |
$107 - $114
|
39
$604
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 5.38% |
$119 - $126
|
176
$2.72K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-334- 1.29% |
$3.97K - $4.22K
|
25.5K
$395K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-712- 5.91% |
$8.47K - $9K
|
11.3K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06K- 5.74% |
$12.6K - $13.4K
|
17.4K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-3K- 1.15% |
$35.7K - $37.9K
|
258K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.13K- 3.43% |
$37.2K - $39.6K
|
88.1K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.6K- 16.36% |
$42.8K - $45.5K
|
18.4K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.95K- 2.22% |
$70.7K - $75.2K
|
262K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.7K- 0.97% |
$186K - $198K
|
1.6M
$24.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-21.8K- 15.41% |
$259K - $275K
|
119K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-47.9K- 11.18% |
$569K - $605K
|
381K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-94.6K- 47.93% |
$1.12M - $1.2M
|
103K
$1.59M
|