Purchases and Sales Made in Q4 2024 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
94.3KNew |
$1.31M - $1.47M
|
94.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
94.2K+ 147.99% |
$1.31M - $1.46M
|
158K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31KNew |
$431K - $481K
|
31K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30KNew |
$417K - $466K
|
30K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
$383K - $427K
|
27.5K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.8KNew |
$317K - $354K
|
22.8K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
22.4KNew |
$312K - $348K
|
22.4K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.2KNew |
$184K - $206K
|
13.2K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
10.5KNew |
$146K - $163K
|
10.5K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
10KNew |
$139K - $155K
|
10K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.14K+ 6.08% |
$71.5K - $79.8K
|
89.6K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 41.65% |
$63.6K - $71K
|
15.5K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.75KNew |
$52.2K - $58.3K
|
3.75K
$58.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1KNew |
$43.2K - $48.2K
|
3.1K
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.02KNew |
$42K - $46.9K
|
3.02K
$46.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1- 0.05% |
$13.9 - $15.5
|
2.15K
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95- 0.69% |
$1.32K - $1.48K
|
13.7K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.27K- 16.38% |
$17.7K - $19.8K
|
6.5K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.69K- 10.87% |
$23.6K - $26.3K
|
13.9K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.58K- 15.55% |
$63.8K - $71.2K
|
24.9K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.2K- 85.93% |
$184K - $205K
|
2.16K
$33.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 99.9% |
$218K - $244K
|
15
$232
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 12.92% |
$233K - $261K
|
113K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-19.3K- 7.17% |
$269K - $300K
|
250K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.5K- 1.31% |
$285K - $318K
|
1.55M
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-55.6K- 21.51% |
$773K - $863K
|
203K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-108K- 34.82% |
$1.5M - $1.68M
|
202K
$3.13M
|