Purchases and Sales Made in Q2 2025 in Special Opportunities Fund, Inc. (SPE)
This table provides information about the institutional ownership of Special Opportunities Fund, Inc. (SPE) during Q2 2025. The information is specifically focused on institutions that hold shares of SPECIAL OPPORTUNITIES FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
190K+ 245.96% |
$2.53M - $2.94M
|
267K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.6KNew |
$169K - $196K
|
12.6K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.53K+ 6.58% |
$87.1K - $101K
|
106K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.81K+ 19.51% |
$50.8K - $59K
|
23.3K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3K+ 16.16% |
$40K - $46.5K
|
21.6K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.29K+ 2.05% |
$30.6K - $35.5K
|
114K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.08K+ 7.15% |
$27.8K - $32.3K
|
31.2K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 8.14% |
$26.3K - $30.5K
|
26.2K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.79K+ 8.64% |
$23.9K - $27.7K
|
22.5K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.07K+ 0.44% |
$14.3K - $16.6K
|
247K
$3.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 4.04% |
$13.3K - $15.5K
|
25.8K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 4.45% |
$1.84K - $2.14K
|
3.24K
$49.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
134+ 0.84% |
$1.79K - $2.08K
|
16.1K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39+ 0.28% |
$520 - $604
|
13.9K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
36+ 0.19% |
$480 - $558
|
19.3K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 2.31% |
$200 - $232
|
663
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-89- 0.62% |
$1.19K - $1.38K
|
14.3K
$218K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 9.06% |
$27.2K - $31.6K
|
20.5K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.17K- 56.21% |
$109K - $127K
|
6.36K
$97K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-25.8K- 22.46% |
$344K - $399K
|
88.9K
$1.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.8K- 39.19% |
$611K - $709K
|
71.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-49.5K- 29.5% |
$660K - $767K
|
118K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-58.1K- 3.78% |
$775K - $899K
|
1.48M
$22.5M
|
|