Truist Financial Corp Special Opportunities Fund, Inc. Transaction History

Truist Financial Corp

$71.8 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 18, 2025	BUY	$13.34 - $15.49 $480 - $557	36 Added 0.19%	19,290 $298,000
Q1 2025 Apr 29, 2025	SELL	$14.7 - $15.68 $46,819 - $49,940	-3,185 Reduced 14.19%	19,254 $289,000
Q4 2024 Jan 31, 2025	BUY	$13.91 - $15.53 $312,126 - $348,477	22,439 New	22,439 $328,000

Others Institutions Holding SPE

# of Institutions

44

Shares Held

3.23M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

1.38M
Shares

$21.1 Million
0.09% of portfolio
Shaker Financial Services, LLC

355K
Shares

$5.41 Million
1.94% of portfolio
Blue Bell Private Wealth Management, LLC

272K
Shares

$4.15 Million
0.67% of portfolio
Gate Pass Capital, LLC Independence, OH

134K
Shares

$2.05 Million
1.2% of portfolio
Css LLC Chicago, IL

116K
Shares

$1.77 Million
0.19% 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truist Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Truist Financial Corp with notifications on news.