Who owns Special Opportunities Fund?
- Ticker: SPE
- CUSIP Number: 84741T104
Tip: Access positions for across all investors
Analyze quarterly positions in Special Opportunities Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Special Opportunities Fund stock
Who bought or sold Special Opportunities Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 1.4M | $21M | -6% | Sep 2025 |
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| Shaker Financial Services | 355k | $5.5M | 33% | Sep 2025 |
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| Blue Bell Private Wealth Management | 272k | $4.2M | 10% | Sep 2025 |
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| CSS | 116k | $1.8M | -2% | Sep 2025 |
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| Advisors Asset Management | 112k | $1.7M | -2% | Sep 2025 |
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| Scotia Capital | 107k | $1.7M | 1% | Sep 2025 |
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| Seven Mile Advisory | 106k | $1.6M | 100% | Sep 2025 |
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| Rivernorth Capital Management | 103k | $1.6M | 0% | Sep 2025 |
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| Morgan Stanley | 71k | $1.4M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 32k | $493k | 36% | Sep 2025 |
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| First Manhattan | 32k | $488k | 0% | Sep 2025 |
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| Raymond James Financial | 28k | $440k | -9% | Sep 2025 |
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| Oppenheimer & Co | 22k | $345k | -14% | Sep 2025 |
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| Envestnet Asset Management | 22k | $336k | -17% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 21k | $321k | 100% | Sep 2025 |
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| Advisor Group Holdings | 20k | $315k | -2% | Sep 2025 |
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| Ancora Advisors | 19k | $286k | -14% | Sep 2025 |
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| Sowell Financial Services | 17k | $269k | 0% | Sep 2025 |
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| Harbour Investments | 16k | $252k | 0% | Sep 2025 |
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| Nbc Securities | 16k | $252k | 1% | Sep 2025 |
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| Commonwealth Equity Services | 16k | $240k | 12% | Sep 2025 |
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| Live Oak Private Wealth | 15k | $230k | 0% | Sep 2025 |
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| NWF Advisory Services | 15k | $228k | 0% | Sep 2025 |
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| TrueMark Investments | 15k | $226k | 100% | Sep 2025 |
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| Wells Fargo & Company | 14k | $221k | 0% | Sep 2025 |
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| Patron Partners Advisors | 14k | $214k | 0% | Sep 2025 |
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| HighTower Advisors | 11k | $164k | 100% | Sep 2025 |
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| Wolverine Asset Management | 7.3k | $112k | 100% | Sep 2025 |
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| UBS Group | 6.4k | $100k | 1% | Sep 2025 |
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| MAI Wealth Advisors | 5.2k | $81k | 39% | Sep 2025 |
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| Global Retirement Partners | 3.3k | $51k | 2% | Sep 2025 |
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| Goss Wealth Management | 2.2k | $34k | 0% | Sep 2025 |
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| Royal Bank of Canada | 2.1k | $33k | 0% | Sep 2025 |
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| Winmill & Co | 2.0k | $31k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 890.00 | $14k | 100% | Sep 2025 |
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| Advisory Services Network | 882.00 | $14k | 100% | Sep 2025 |
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| Eastern Bank | 727.00 | $11k | 0% | Sep 2025 |
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| Sound Income Strategies | 677.00 | $11k | 2% | Sep 2025 |
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| Highline Wealth Partners | 200.00 | $3.1k | 100% | Sep 2025 |
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| CVA Family Office | 39.00 | $604.999200 | 0% | Sep 2025 |
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Who sold out of Special Opportunities Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Jun 2025 | 19k | $299k |
| Wetherby Asset Management | Jun 2025 | 13k | $196k |
| Godsey and Gibb | Jun 2025 | 1.2k | $18k |