Latest Institutional Purchases of Special Opportunities Fund, Inc. (SPE)
This list provides information on the latest institutional transactions involving Special Opportunities Fund, Inc. (SPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
106KNew |
$1.6M - $1.69M
|
106K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
88K+ 32.97% |
$1.33M - $1.4M
|
355K
$5.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
45.4K+ 51.07% |
$685K - $722K
|
134K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25.7K+ 10.42% |
$388K - $409K
|
272K
$4.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$313K - $329K
|
20.7K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$220K - $231K
|
14.6K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$159K - $168K
|
10.6K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.23K+ 12.99% |
$139K - $147K
|
80.3K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.49K+ 36.35% |
$128K - $135K
|
31.8K
$485K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.25KNew |
$109K - $115K
|
7.25K
$111K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.63K+ 11.75% |
$24.6K - $25.9K
|
15.5K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.45K+ 38.64% |
$21.9K - $23.1K
|
5.2K
$79.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.27K+ 1.2% |
$19.2K - $20.2K
|
107K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
890New |
$13.4K - $14.2K
|
890
$13.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
882New |
$13.3K - $14K
|
882
$13.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.02K - $3.18K
|
200
$3.05K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 0.82% |
$1.99K - $2.1K
|
16.2K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
69+ 1.08% |
$1.04K - $1.1K
|
6.43K
$98K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 2.13% |
$1.04K - $1.1K
|
3.31K
$50.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 2.11% |
$211 - $223
|
677
$10.3K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.6KNew |
$169K - $196K
|
12.6K
$193K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
36+ 0.19% |
$480 - $558
|
19.3K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$301K - $321K
|
20.5K
$312K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
1.88K+ 18.78% |
$27.6K - $29.4K
|
11.9K
$181K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$14.8K - $15.8K
|
31.5K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
727New |
$10.7K - $11.4K
|
727
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
375New |
$5.51K - $5.88K
|
375
$5.72K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
94.3KNew |
$1.31M - $1.47M
|
94.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30KNew |
$417K - $466K
|
30K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
$383K - $427K
|
27.5K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.2KNew |
$184K - $206K
|
13.2K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
10.5KNew |
$146K - $163K
|
10.5K
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 41.65% |
$63.6K - $71K
|
15.5K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.02KNew |
$42K - $46.9K
|
3.02K
$46.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 16.69% |
$46.1K - $49.8K
|
25K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.72K+ 22.63% |
$35.1K - $37.9K
|
14.8K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.16KNew |
$14.9K - $16.1K
|
1.16K
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 11.61% |
$335 - $362
|
250
$3.81K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
13.2KNew |
$161K - $174K
|
13.2K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$157K - $170K
|
12.9K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$126K - $136K
|
10.4K
$158K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 13.83% |
$24.3K - $26.3K
|
16.5K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
360+ 2.26% |
$4.38K - $4.73K
|
16.3K
$248K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
13.8KNew |
$164K - $175K
|
13.8K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$119K - $126K
|
10K
$152K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 30.0% |
$107 - $114
|
39
$594
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
41.3KNew |
$424K - $490K
|
41.3K
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
22.8KNew |
$234K - $270K
|
22.8K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
558+ 2.42% |
$5.73K - $6.62K
|
23.6K
$360K
|
|