Purchases and Sales Made in Q3 2024 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.57MNew |
$20.2M - $21.8M
|
1.57M
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$163K - $176K
|
12.6K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11KNew |
$141K - $153K
|
11K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.4K+ 4.0% |
$134K - $144K
|
270K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.71K+ 8.0% |
$60.8K - $65.6K
|
63.6K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 16.69% |
$46.1K - $49.8K
|
25K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.72K+ 22.63% |
$35.1K - $37.9K
|
14.8K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 10.64% |
$19.3K - $20.9K
|
15.6K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 11.74% |
$18.7K - $20.1K
|
13.8K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27K+ 19.59% |
$16.4K - $17.7K
|
7.78K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 8.92% |
$16.2K - $17.5K
|
15.4K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.16KNew |
$14.9K - $16.1K
|
1.16K
$16.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
639New |
$8.24K - $8.89K
|
639
$9.34K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
594+ 4.65% |
$7.66K - $8.27K
|
13.4K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 0.77% |
$1.55K - $1.67K
|
15.7K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 11.61% |
$335 - $362
|
250
$3.65K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-230- 2.22% |
$2.96K - $3.2K
|
10.1K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.23K- 4.08% |
$15.9K - $17.1K
|
28.9K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 10.85% |
$30.6K - $33K
|
19.5K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.97K- 2.24% |
$38.3K - $41.4K
|
130K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.86K- 4.36% |
$49.7K - $53.7K
|
84.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.8K- 4.27% |
$178K - $193K
|
310K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-19.7K- 22.62% |
$254K - $274K
|
67.4K
$985K
|