Purchases and Sales Made in Q2 2024 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$157K - $170K
|
12.9K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3KNew |
$150K - $162K
|
12.3K
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$126K - $136K
|
10.4K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98K+ 15.59% |
$48.3K - $52.3K
|
29.5K
$456K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 25.93% |
$35.3K - $38.2K
|
14.1K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 13.83% |
$24.3K - $26.3K
|
16.5K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 12.69% |
$17.5K - $18.9K
|
12.8K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
360+ 2.26% |
$4.38K - $4.73K
|
16.3K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
209+ 0.24% |
$2.54K - $2.75K
|
88.3K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 0.81% |
$1.52K - $1.64K
|
15.6K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48+ 27.27% |
$584 - $631
|
224
$3.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-190- 1.8% |
$2.31K - $2.5K
|
10.4K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-221- 9.32% |
$2.69K - $2.91K
|
2.15K
$33.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-768- 28.53% |
$9.34K - $10.1K
|
1.92K
$29.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-780- 10.71% |
$9.48K - $10.3K
|
6.5K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.33K- 7.18% |
$28.4K - $30.7K
|
30.2K
$467K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.52K- 0.96% |
$30.6K - $33.1K
|
259K
$4.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.57K- 7.9% |
$31.2K - $33.8K
|
29.9K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.61K- 17.84% |
$31.8K - $34.3K
|
12K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.06K- 2.25% |
$37.2K - $40.2K
|
133K
$2.06M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.06K- 2.25% |
$37.2K - $40.2K
|
133K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.5K- 10.29% |
$42.6K - $46K
|
30.5K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 23.38% |
$52.3K - $56.5K
|
14.1K
$218K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-32.3K- 27.04% |
$393K - $425K
|
87.1K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-43.8K- 42.66% |
$533K - $576K
|
58.9K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.6K- 71.01% |
$652K - $705K
|
21.9K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-56.3K- 14.81% |
$685K - $741K
|
324K
$5.02M
|