Purchases and Sales Made in Q2 2022 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
BUY
|
- |
312K+ 1397.19% |
$3.76M - $4.69M
|
334K
$4.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
208K+ 149730.94% |
$2.51M - $3.13M
|
208K
$3.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
138K+ 266.86% |
$1.67M - $2.08M
|
190K
$2.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.8K+ 284.8% |
$625K - $780K
|
70K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
46.3KNew |
$559K - $697K
|
46.3K
$677K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.8K+ 169.8% |
$516K - $644K
|
68K
$993K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4KNew |
$209K - $261K
|
17.4K
$254K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8KNew |
$142K - $177K
|
11.8K
$172K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
7.29K+ 9.29% |
$87.9K - $110K
|
85.7K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.07K+ 60.85% |
$49.1K - $61.3K
|
10.8K
$157K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4K+ 158.1% |
$48.2K - $60.2K
|
6.53K
$95.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.63K+ 10.64% |
$43.7K - $54.6K
|
37.7K
$551K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.63K+ 10.64% |
$43.7K - $54.6K
|
37.7K
$551K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.3K+ 682.23% |
$39.8K - $49.7K
|
3.79K
$55.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.28K+ 6.65% |
$15.4K - $19.3K
|
20.5K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 8.58% |
$12.8K - $16K
|
13.4K
$196K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$12.1K - $15.1K
|
1K
$14.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 2.65% |
$8.04K - $10K
|
25.8K
$377K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
511+ 23.78% |
$6.16K - $7.69K
|
2.66K
$38.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
100+ 133.33% |
$1.21K - $1.51K
|
175
$2.56K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-75- 0.43% |
$905 - $1.13K
|
17.5K
$256K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 1.84% |
$2.41K - $3.01K
|
10.7K
$156K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.48KClosed |
$17.8K - $22.2K
|
0
$0
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.05K- 39.83% |
$24.8K - $30.9K
|
3.1K
$45.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.18K- 6.55% |
$26.3K - $32.8K
|
31.1K
$455K
|
|
|
Aug 10, 2022
Q2 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-2.79K- 12.99% |
$33.6K - $41.9K
|
18.6K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.05K- 9.09% |
$36.8K - $45.9K
|
30.5K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.25K- 8.77% |
$63.3K - $79K
|
54.6K
$798K
|
|
|
Aug 15, 2022
Q2 2022
|
Sarissa Consulting LLC
Santa Monica, CA |
SELL
|
- |
-11.8K- 16.56% |
$142K - $178K
|
59.5K
$870K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.4KClosed |
$162K - $202K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17K- 51.09% |
$205K - $256K
|
16.3K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-47.5K- 14.84% |
$573K - $715K
|
273K
$3.98M
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-56.3KClosed |
$679K - $847K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-176K- 22.82% |
$2.13M - $2.66M
|
597K
$8.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-854K- 31.05% |
$10.3M - $12.9M
|
1.9M
$27.7M
|