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 44 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $49.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
14,700
shares
|
$224,028
0.03% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
14,552
shares
|
$221,772
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
14,268
shares
|
$217,444
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
13,825
shares
|
$210,693
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,567
shares
|
$161,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
7,252
shares
|
$110,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,433
shares
|
$98,038
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,203
shares
|
$79,293
0.0% of portfolio
|
Q3 2025
Added 38.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,310
shares
|
$50,444
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,162
shares
|
$32,948
0.0% of portfolio
|
Q4 2024
Reduced 85.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,148
shares
|
$32,735
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$30,480
0.01% of portfolio
|
Q2 2021
Added 614.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
890
shares
|
$13,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
882
shares
|
$13,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
727
shares
|
$11,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
677
shares
|
$10,317
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$3,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
39
shares
|
$594
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|