HighTower Advisors »

Special Opportunities Fund shares owned by HighTower Advisors

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by HighTower Advisors from 13F filings

Historical chart of HighTower Advisors investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Special Opportunities Fund by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $130k 12k 10.79
2023-09-30 $170k 17k 10.13

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for HighTower Advisors

Top funds holding Special Opportunities Fund

Relative Value Partners
Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Shaker Financial Services
Epiq Partners
Scotia Capital
Advisor Group Holdings
Clough Capital Partners
Raymond James & Associates
Ancora Advisors
Almitas Capital
Deschutes Portfolio Strategy
Wells Fargo & Company
Alpine Partners VI

View all funds holding Special Opportunities Fund