Institutional shares held 3.13 Million
0 calls
0 puts
Total value of holdings $47.7M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 45


Latest Institutional Activity in SPE

Top Purchases

Q4 2025
Nbc Securities, Inc. Shares Held: 19.8K ($301K)
Q4 2025
Indiana Trust & Investment Management CO Shares Held: 810 ($12.3K)
Q4 2025
True Mark Investments, LLC Shares Held: 14.9K ($227K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 692 ($10.5K)
Q3 2025
Seven Mile Advisory Shares Held: 106K ($1.62M)

Top Sells

Q4 2025
Shaker Financial Services, LLC Shares Held: 251K ($3.82M)
Q4 2025
Ubs Group Ag Shares Held: 4.93K ($75.2K)
Q3 2025
Kovitz Investment Group Partners, LLC Shares Held: 1.38M ($21.1M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 21.7K ($330K)
Q3 2025
Oppenheimer & CO Inc Shares Held: 22.3K ($339K)

About SPE

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 performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.


Insider Transactions at SPE

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
3K Shares
From 1 Insiders
Open market or private purchase 3K shares
Sell / Disposition
4.1K Shares
From 1 Insiders
Open market or private sale 4.1K shares

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