Csenge Advisory Group Special Opportunities Fund, Inc. Transaction History

Csenge Advisory Group

$1.81 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$10.7 - $11.22 $13,952 - $14,630	-1,304 Reduced 8.94%	13,287 $149,000
Q1 2023 May 01, 2023	SELL	$10.54 - $11.93 $7,757 - $8,780	-736 Reduced 4.8%	14,591 $159,000
Q4 2022 Feb 10, 2023	BUY	$10.96 - $12.28 $52,290 - $58,587	4,771 Added 45.2%	15,327 $174,000
Q3 2022 Oct 04, 2022	BUY	$11.0 - $24.0 $116,116 - $253,344	10,556 New	10,556 $117,000

Others Institutions Holding SPE

# of Institutions

39

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.57M
Shares

$24.2 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.8 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$4.17 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$4 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$2.01 Million
0.0% 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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