Bank Of Montreal Special Opportunities Fund, Inc. Transaction History

Bank Of Montreal

$201 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$12.06 - $15.05 $161,591 - $201,654	-13,399 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$14.04 - $15.6 $188,121 - $209,024	13,399 New	13,399 $202,000

Others Institutions Holding SPE

# of Institutions

38

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.48M
Shares

$23.2 Million
0.11% of portfolio
Shaker Financial Services, LLC

267K
Shares

$4.18 Million
1.54% of portfolio
Blue Bell Private Wealth Management, LLC

247K
Shares

$3.87 Million
0.67% of portfolio
Css LLC Chicago, IL

118K
Shares

$1.85 Million
0.19% of portfolio
Advisors Asset Management, Inc. Monument, CO

114K
Shares

$1.79 Million
0.03% of portfolio

About SPECIAL OPPORTUNITIES FUND, INC.

Ticker SPE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...

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