Tfc Financial Management Special Opportunities Fund, Inc. Transaction History

Tfc Financial Management

$629 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$14.04 - $15.6 $2,302 - $2,558	-164 Closed	0 $0
Q4 2020 Feb 10, 2021	SELL	$11.42 - $14.11 $2,546 - $3,146	-223 Reduced 57.62%	164 $2,000
Q3 2020 Nov 12, 2020	BUY	$11.37 - $13.07 $4,400 - $5,058	387 New	387 $5,000

Others Institutions Holding SPE

# of Institutions

39

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.57M
Shares

$23.3 Million
0.15% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

310K
Shares

$4.62 Million
0.24% of portfolio
Blue Bell Private Wealth Management, LLC

270K
Shares

$4.01 Million
0.75% of portfolio
Css LLC Chicago, IL

258K
Shares

$3.84 Million
0.36% of portfolio
Morgan Stanley New York, NY

130K
Shares

$1.93 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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