Purchases and Sales Made in Q2 2023 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
28.6K+ 8.19% |
$306K - $321K
|
378K
$5.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.9K+ 9.63% |
$213K - $223K
|
226K
$3.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15K+ 85.76% |
$161K - $168K
|
32.5K
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
12.8KNew |
$137K - $144K
|
12.8K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.42K+ 2.15% |
$58K - $60.8K
|
258K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
4.9K+ 21.9% |
$52.4K - $54.9K
|
27.3K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.25K+ 5.7% |
$45.5K - $47.7K
|
78.8K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.73K+ 8.89% |
$39.9K - $41.9K
|
45.7K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 1.45% |
$21.4K - $22.4K
|
140K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
347+ 2.39% |
$3.71K - $3.89K
|
14.9K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
341+ 14.39% |
$3.65K - $3.83K
|
2.71K
$39.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
176+ 1.54% |
$1.88K - $1.97K
|
11.6K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-140- 1.31% |
$1.5K - $1.57K
|
10.5K
$154K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-403- 1.63% |
$4.31K - $4.52K
|
24.3K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-600- 5.17% |
$6.42K - $6.73K
|
11K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 5.42% |
$9.63K - $10.1K
|
15.7K
$229K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.3K- 8.94% |
$14K - $14.6K
|
13.3K
$194K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.98K- 2.35% |
$21.2K - $22.2K
|
82.3K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.86K- 15.42% |
$41.2K - $43.3K
|
21.2K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.56K- 11.47% |
$48.8K - $51.1K
|
35.2K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-18.1K- 1.06% |
$194K - $203K
|
1.69M
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28.9K- 46.0% |
$309K - $324K
|
33.9K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-34.9K- 63.85% |
$373K - $391K
|
19.7K
$288K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-40K- 19.01% |
$428K - $449K
|
170K
$2.49M
|