Live Oak Private Wealth LLC Special Opportunities Fund, Inc. Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 14,853 shares of SPE stock, worth $220,864. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,853
Previous 14,853
-0.0%
Holding current value
$220,864
Previous $194,000
6.19%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPE
# of Institutions
39Shares Held
3.19MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.57MShares$23.3 Million0.15% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL310KShares$4.62 Million0.24% of portfolio
-
Blue Bell Private Wealth Management, LLC270KShares$4.01 Million0.75% of portfolio
-
Css LLC Chicago, IL258KShares$3.84 Million0.36% of portfolio
-
Morgan Stanley New York, NY130KShares$1.93 Million0.0% 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...