Purchases and Sales Made in Q1 2025 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q1 2025. 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, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
112KNew |
$1.65M - $1.75M
|
112K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2KNew |
$356K - $379K
|
24.2K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$301K - $321K
|
20.5K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$287K - $306K
|
19.5K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16K+ 106333.33% |
$234K - $250K
|
16K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
9.58K+ 10.69% |
$141K - $150K
|
99.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.03K+ 123.5% |
$118K - $126K
|
14.5K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.75K+ 3.32% |
$55.2K - $58.9K
|
117K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 8.79% |
$29.4K - $31.4K
|
24.8K
$384K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
1.88K+ 18.78% |
$27.6K - $29.4K
|
11.9K
$184K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 6.28% |
$18K - $19.2K
|
20.7K
$321K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$14.8K - $15.8K
|
31.5K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
727New |
$10.7K - $11.4K
|
727
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
510+ 3.67% |
$7.5K - $8K
|
14.4K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
375New |
$5.51K - $5.88K
|
375
$5.82K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171+ 1.25% |
$2.51K - $2.68K
|
13.8K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 1.41% |
$132 - $141
|
648
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.87K- 6.03% |
$27.5K - $29.3K
|
29.1K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.19K- 14.19% |
$46.8K - $49.9K
|
19.3K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.7K- 1.88% |
$69K - $73.6K
|
246K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.33K- 25.44% |
$93.1K - $99.3K
|
18.6K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.93K- 0.64% |
$146K - $156K
|
1.54M
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-35K- 17.27% |
$515K - $549K
|
168K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-80.7K- 51.15% |
$1.19M - $1.27M
|
77.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-98.8K- 48.84% |
$1.45M - $1.55M
|
103K
$1.61M
|