Special Opportunities Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 1.55 M | $22.61 M | -1.31% | 13.78% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 250,220 | $3.66 M | -7.17% | 2.23% |
| CSS LLC/IL | 02/18/2025 | 202,802 | $2.97 M | -21.51% | 1.81% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/14/2025 | 202,286 | $2.96 M | -34.82% | 1.80% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 157,812 | $2.31 M | 147.99% | 1.41% |
| MORGAN STANLEY | 02/14/2025 | 113,119 | $1.65 M | -12.92% | 1.01% |
| INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 94,349 | $1.38 M | 100.00% | 0.84% |
| SCOTIA CAPITAL INC. | 02/13/2025 | 89,632 | $1.31 M | 6.08% | 0.80% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 30,984 | $453,294 | 100.00% | 0.28% |
| FIRST MANHATTAN CO. LLC. | 02/14/2025 | 30,500 | $446,215 | 0.00% | 0.27% |
| JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 30,010 | $439,046 | 100.00% | 0.27% |
| 02/14/2025 | 27,500 | $402,325 | 100.00% | 0.25% | |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/14/2025 | 25,000 | $365,750 | 0.00% | 0.22% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 24,892 | $364,170 | -15.55% | 0.22% |
| OPPENHEIMER & CO INC | 02/05/2025 | 22,766 | $333,067 | 100.00% | 0.20% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 22,439 | $328,280 | 100.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 19,500 | $271,245 | 0.00% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 02/07/2025 | 17,369 | $254,108 | 0.00% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 02/10/2025 | 16,284 | $238,238 | 0.00% | 0.15% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/07/2025 | 15,542 | $227,383 | 41.65% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 01/28/2025 | 14,853 | $217,299 | 0.00% | 0.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 13,894 | $203,261 | -10.87% | 0.12% |
| PATRON PARTNERS, LLC | 01/24/2025 | 13,825 | $202,260 | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 13,674 | $200,000 | -0.69% | 0.12% |
| ASPIRIANT, LLC | 01/16/2025 | 13,246 | $193,789 | 100.00% | 0.12% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/24/2025 | 10,504 | $153,674 | 100.00% | 0.09% |
| K2 PRINCIPAL FUND, L.P. | 02/14/2025 | 10,000 | $146,300 | 100.00% | 0.09% |
| UBS GROUP AG | 02/14/2025 | 6,503 | $95,139 | -16.38% | 0.06% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 3,753 | $54,907 | 100.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 01/31/2025 | 3,103 | $45,400 | 100.00% | 0.03% |
| QUARRY LP | 02/14/2025 | 3,023 | $44,226 | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 2,162 | $31,630 | -85.93% | 0.02% |
| ROYAL BANK OF CANADA | 02/14/2025 | 2,148 | $31,000 | -0.05% | 0.02% |
| WINMILL & CO. INC | 02/13/2025 | 2,000 | $29,260 | 0.00% | 0.02% |
| GODSEY & GIBB, INC | 01/14/2025 | 1,155 | $16,899 | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 639 | $9,349 | 0.00% | 0.01% |
| CVA FAMILY OFFICE, LLC | 01/07/2025 | 39 | $571 | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 01/22/2025 | 15 | $231 | -99.90% | 0.00% |
| BESSEMER GROUP INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
| MATISSE CAPITAL | 01/24/2025 | 0 | $0 | -100.00% | 0.00% |
| CREWE ADVISORS LLC | 01/27/2025 | 0 | $0 | -100.00% | 0.00% |
| EPIQ PARTNERS, LLC | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
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Special Opportunities Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of Special Opportunities Fund, Inc.. The most heavily invested institutionals were:
Kovitz Investment Group Partners, LLC: 1.55 M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 250,220
CSS LLC/IL: 202,802
RIVERNORTH CAPITAL MANAGEMENT, LLC: 202,286
Shaker Financial Services, LLC: 157,812
MORGAN STANLEY: 113,119
27.22% of Special Opportunities Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.73 M shares in the last 24 months. This purchase volume represents approximately $79.44 M in transactions.