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 |
|---|---|---|---|---|---|
| Colony | 1.2M | $17M | -7% | Jun 2026 |
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| Shaker Financial Services | 665k | $9.0M | 79% | Jun 2026 |
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| Blue Bell Private Wealth Management | 357k | $4.8M | 21% | Jun 2026 |
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| CSS | 123k | $1.7M | 3% | Jun 2026 |
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| Scotia Capital | 109k | $1.5M | -1% | Jun 2026 |
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| Advisors Asset Management | 106k | $1.4M | -1% | Jun 2026 |
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| Morgan Stanley | 91k | $1.4M | 24% | Mar 2026 |
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| GatePass Capital | 57k | $773k | -49% | Jun 2026 |
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| First Manhattan | 44k | $597k | 0% | Jun 2026 |
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| Oppenheimer & Co | 37k | $492k | 71% | Jun 2026 |
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| Raymond James Financial | 34k | $459k | 6% | Jun 2026 |
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| Nbc Securities | 27k | $359k | 60% | Jun 2026 |
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| Permanent Capital Management | 22k | $298k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 22k | $294k | 35% | Jun 2026 |
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| Cetera Investment Advisers | 20k | $275k | 3% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 20k | $275k | -2% | Jun 2026 |
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| Advisor Group Holdings | 19k | $258k | -1% | Jun 2026 |
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| Sowell Financial Services | 18k | $242k | 0% | Jun 2026 |
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| Rivernorth Capital Management | 17k | $234k | -79% | Jun 2026 |
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| TrueMark Investments | 17k | $234k | 7% | Jun 2026 |
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| Leavell Investment Management | 17k | $226k | 100% | Jun 2026 |
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| Ancora Advisors | 16k | $219k | -29% | Jun 2026 |
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| Susquehanna International | 15k | $208k | 31% | Jun 2026 |
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| Live Oak Private Wealth | 15k | $207k | 0% | Jun 2026 |
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| Wolverine Asset Management | 15k | $195k | -85% | Jun 2026 |
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| Patron Partners Advisors | 14k | $192k | 0% | Jun 2026 |
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| NWF Advisory Services | 14k | $183k | -4% | Jun 2026 |
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| Harbour Investments | 13k | $175k | -23% | Jun 2026 |
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| XTX Topco | 11k | $148k | 100% | Jun 2026 |
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| Detalus Advisors | 11k | $146k | 4% | Jun 2026 |
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| PMG Family Office | 10k | $137k | 100% | Jun 2026 |
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| Royal Bank of Canada | 5.3k | $71k | 133% | Jun 2026 |
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| UBS Group | 5.2k | $70k | 0% | Jun 2026 |
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| Global Retirement Partners | 3.7k | $50k | 10% | Jun 2026 |
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| Goss Wealth Management | 2.3k | $31k | 0% | Jun 2026 |
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| Winmill & Co | 2.1k | $28k | 0% | Jun 2026 |
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| Keating Financial Advisory Services | 1.7k | $23k | -69% | Jun 2026 |
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| Mercer Global Advisors | 1.2k | $16k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 918.00 | $12k | 0% | Jun 2026 |
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| Wells Fargo & Company | 887.00 | $12k | -92% | Jun 2026 |
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| Eastern Bank | 750.00 | $10k | 0% | Jun 2026 |
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| Highline Wealth Partners | 206.00 | $2.8k | 0% | Jun 2026 |
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| First Horizon National Corp | 103.00 | $1.4k | 100% | Jun 2026 |
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| CVA Family Office | 39.00 | $524.998500 | 0% | Jun 2026 |
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| Indiana Trust & Investment Management | 26.00 | $349.999000 | 0% | Jun 2026 |
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| Aspect Partners | 10.00 | $135.000000 | 100% | Jun 2026 |
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Who sold out of Special Opportunities Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 21k | $292k |
| MAI Wealth Advisors | Mar 2026 | 5.4k | $74k |
| Advisory Services Network | Mar 2026 | 910.00 | $13k |
| Sound Income Strategies | Mar 2026 | 740.00 | $10k |