Shaker Financial Services, LLC Special Opportunities Fund, Inc. Transaction History
Shaker Financial Services, LLC
- $282 Million
- Q3 2025
A detailed history of Shaker Financial Services, LLC transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Shaker Financial Services, LLC holds 354,678 shares of SPE stock, worth $5.41 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
354,678
Previous 266,728
32.97%
Holding current value
$5.41 Million
Previous $4.13 Million
32.22%
% of portfolio
1.94%
Previous 1.54%
Shares
32 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
-
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
-
Advisors Asset Management, Inc. Monument, CO112KShares$1.71 Million0.03% 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...