Recent Quarter Total Invested
$21.20 M
Recent Quarter Institutional Ownership Percentage
14.73%
Total Invested of Last Quarter
$42.05 M
Ownership Percentage of Last Quarter
29.95%
Special Opportunities Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2024 | 324,207 | $4.24 M | -14.81% | 2.94% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 259,190 | $3.39 M | -0.96% | 2.35% |
| CSS LLC/IL | 08/14/2024 | 258,384 | $3.38 M | 0.00% | 2.35% |
| MORGAN STANLEY | 08/14/2024 | 132,873 | $1.74 M | -2.25% | 1.21% |
| SCOTIA CAPITAL INC. | 08/14/2024 | 88,346 | $1.16 M | 0.24% | 0.80% |
| EPIQ PARTNERS, LLC | 07/10/2024 | 87,134 | $1.14 M | -27.04% | 0.79% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 58,923 | $770,713 | -42.66% | 0.54% |
| FIRST MANHATTAN CO. LLC. | 08/15/2024 | 30,500 | $398,940 | -10.29% | 0.28% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 30,160 | $394,493 | -7.18% | 0.27% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 08/15/2024 | 29,923 | $391,000 | -7.90% | 0.27% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 29,476 | $385,546 | 15.59% | 0.27% |
| MATISSE CAPITAL | 07/30/2024 | 22,786 | $298,041 | 0.00% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 21,873 | $286,103 | -71.01% | 0.20% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2024 | 21,424 | $280,226 | 0.00% | 0.19% |
| SOWELL FINANCIAL SERVICES LLC | 08/13/2024 | 17,369 | $227,000 | 0.00% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 16,462 | $215,323 | 13.83% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 07/26/2024 | 16,284 | $212,998 | 2.26% | 0.15% |
| NBC SECURITIES, INC. | 07/10/2024 | 15,603 | $204,000 | 0.81% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 07/17/2024 | 14,853 | $194,277 | 0.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 14,104 | $184,480 | 25.93% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 14,089 | $184,275 | -23.38% | 0.13% |
| PATRON PARTNERS, LLC | 08/05/2024 | 13,825 | $180,831 | 0.00% | 0.13% |
| BRIGHTON JONES LLC | 08/12/2024 | 13,246 | $173,258 | 0.00% | 0.12% |
| TCG ADVISORY SERVICES, LLC | 08/09/2024 | 12,900 | $168,732 | 100.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 12,780 | $153,000 | 12.69% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 12,322 | $161,000 | 100.00% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 12,032 | $157,379 | -17.84% | 0.11% |
| ATLAS WEALTH LLC | 07/31/2024 | 10,371 | $138,349 | 100.00% | 0.09% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/15/2024 | 10,355 | $135,443 | -1.80% | 0.09% |
| CREWE ADVISORS LLC | 07/29/2024 | 6,970 | $91,168 | 0.00% | 0.06% |
| UBS GROUP AG | 08/14/2024 | 6,503 | $85,059 | -10.71% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2024 | 2,149 | $28,000 | -9.32% | 0.02% |
| WINMILL & CO. INC | 08/13/2024 | 2,000 | $26,160 | 0.00% | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 08/09/2024 | 1,924 | $25,166 | -28.53% | 0.02% |
| BESSEMER GROUP INC | 08/13/2024 | 224 | $3,000 | 27.27% | 0.00% |
| CVA FAMILY OFFICE, LLC | 07/10/2024 | 39 | $510 | 0.00% | 0.00% |
| RELATIVE VALUE PARTNERS GROUP, LLC | 07/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RPO LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
Special Opportunities Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SPE shares?
During the previous two years, 51 institutional investors and hedge funds held shares of Special Opportunities Fund, Inc.. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 324,207
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 259,190
CSS LLC/IL: 258,384
MORGAN STANLEY: 132,873
SCOTIA CAPITAL INC.: 88,346
EPIQ PARTNERS, LLC: 87,134
-
What percentage of Special Opportunities Fund, Inc. stock is owned by institutional investors?
14.73% of Special Opportunities Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SPE ?
Institutional investors have bought a total of 4.32 M shares in the last 24 months. This purchase volume represents approximately $60.12 M in transactions.