Institutional Ownership Special Opportunities Fd Inc P (SPEPRC)
This table provides information about the institutional ownership of Special Opportunities Fd Inc P (SPEPRC). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 1.69 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,295,974
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
285,586
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
35,683
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
24,783
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
24,706
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 18.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
20,469
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,056
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,285
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
295
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 46.46%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|