Institutional Ownership Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $46 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,545,405
shares
|
$22.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
245,523
shares
|
$3.64 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
202,802
shares
|
$3.01 Million
0.29% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
202,286
shares
|
$3 Million
0.17% of portfolio
|
Q4 2024
Reduced 34.82%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
157,812
shares
|
$2.34 Million
0.92% of portfolio
|
Q4 2024
Added 147.99%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
113,119
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
94,349
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
89,632
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
59,534
shares
|
$883,484
0.68% of portfolio
|
Q2 2022
Reduced 16.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
30,984
shares
|
$459,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
30,500
shares
|
$452,620
0.0% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,929
shares
|
$429,306
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
27,500
shares
|
$408,100
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
24,892
shares
|
$369,397
0.01% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,766
shares
|
$367,527
0.01% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
24,197
shares
|
$359,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,530
shares
|
$289,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,500
shares
|
$289,380
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
19,254
shares
|
$285,729
0.0% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,369
shares
|
$257,755
0.01% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16,284
shares
|
$241,654
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,965
shares
|
$236,920
0.02% of portfolio
|
Q1 2025
Added 106333.33%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
14,853
shares
|
$220,418
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,894
shares
|
$206,186
0.0% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,825
shares
|
$205,163
0.12% of portfolio
|
Q1 2024
New holding
|