Captrust Financial Advisors Special Opportunities Fund, Inc. Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SPE
# of Institutions
44Shares Held
3.23MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.38MShares$21.1 Million0.09% of portfolio
-
Shaker Financial Services, LLC355KShares$5.41 Million1.94% of portfolio
-
Blue Bell Private Wealth Management, LLC272KShares$4.15 Million0.67% of portfolio
-
Gate Pass Capital, LLC Independence, OH134KShares$2.05 Million1.2% of portfolio
-
Css LLC Chicago, IL116KShares$1.77 Million0.19% 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...