Who owns Special Opportunities Fund?
- Ticker: SPE
- CUSIP Number: 84741T104
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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 | 1.6M | $22M | 100% | Sep 2024 |
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| Rivernorth Capital Management | 310k | $4.3M | -4% | Sep 2024 |
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| Blue Bell Private Wealth Management | 270k | $3.7M | 4% | Sep 2024 |
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| CSS | 258k | $3.6M | 0% | Sep 2024 |
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| Morgan Stanley | 133k | $2.1M | -2% | Jun 2024 |
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| Scotia Capital | 85k | $1.2M | -4% | Sep 2024 |
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| Epiq Partners | 67k | $938k | -23% | Sep 2024 |
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| Shaker Financial Services | 64k | $885k | 8% | Sep 2024 |
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| First Manhattan | 31k | $399k | -10% | Jun 2024 |
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| Ancora Advisors | 30k | $410k | 0% | Sep 2024 |
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| Raymond James & Associates | 29k | $402k | -4% | Sep 2024 |
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| Deschutes Portfolio Strategy | 23k | $317k | 0% | Sep 2024 |
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| Alpine Partners VI | 21k | $280k | 0% | Jun 2024 |
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| Advisor Group Holdings | 20k | $271k | -74% | Sep 2024 |
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| Sowell Financial Services | 17k | $242k | 0% | Sep 2024 |
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| Private Advisor | 17k | $229k | 0% | Sep 2024 |
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| Harbour Investments | 16k | $227k | 0% | Sep 2024 |
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| Nbc Securities | 16k | $218k | 1% | Sep 2024 |
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| Wells Fargo & Company | 16k | $217k | 11% | Sep 2024 |
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| Live Oak Private Wealth | 15k | $207k | 0% | Sep 2024 |
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| Landscape Capital Management | 15k | $205k | 23% | Sep 2024 |
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| Goss Wealth Management | 14k | $185k | 26% | Jun 2024 |
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| Patron Partners Advisors | 14k | $192k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 14k | $192k | 12% | Sep 2024 |
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| TCG Advisory Services | 13k | $169k | 100% | Jun 2024 |
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| HighTower Advisors | 13k | $153k | 13% | Jun 2024 |
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| Susquehanna International | 13k | $175k | 100% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $153k | 100% | Sep 2024 |
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| Atlas Wealth | 10k | $138M | 100% | Jun 2024 |
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| Dynamic Advisors Solutions | 10k | $141k | -2% | Sep 2024 |
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| Crewe Advisors | 7.0k | $97k | 0% | Sep 2024 |
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| Royal Bank of Canada | 2.1k | $30k | 0% | Sep 2024 |
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| Winmill & Co | 2.0k | $28k | 0% | Sep 2024 |
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| Tucker Asset Management | 1.9k | $25k | -29% | Jun 2024 |
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| Godsey and Gibb | 1.2k | $16k | 100% | Sep 2024 |
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| Sound Income Strategies | 639.00 | $8.9k | 100% | Sep 2024 |
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| Bessemer | 250.00 | $3.0k | 12% | Sep 2024 |
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| CVA Family Office | 39.00 | $541.998600 | 0% | Sep 2024 |
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Who sold out of Special Opportunities Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 1.6M | $19M |
| SkyView Investment Advisors | Jun 2024 | 30k | $391k |
| Brighton Jones | Jun 2024 | 13k | $173k |