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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

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Quarterly reported holdings in Special Opportunities Fund by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $153k 13k 11.97
2024-03-31 $131k 11k 11.55
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)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Johnson & Johnson (JNJ)

View all positions for HighTower Advisors

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Morgan Stanley
Scotia Capital
Epiq Partners
Shaker Financial Services
First Manhattan
Ancora Advisors
Raymond James & Associates
Deschutes Portfolio Strategy
Alpine Partners VI
Advisor Group Holdings
Sowell Financial Services

View all funds holding Special Opportunities Fund