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 | 11/15/2024 | 1.57 M | $21.61 M | 100.00% | 13.96% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 12/03/2024 | 310,363 | $4.32 M | -4.27% | 2.77% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 269,555 | $3.75 M | 4.00% | 2.40% |
| CSS LLC/IL | 11/14/2024 | 258,384 | $3.59 M | 0.00% | 2.30% |
| MORGAN STANLEY | 11/14/2024 | 129,900 | $1.81 M | -2.24% | 1.16% |
| SCOTIA CAPITAL INC. | 11/13/2024 | 84,491 | $1.18 M | -4.36% | 0.75% |
| EPIQ PARTNERS, LLC | 10/15/2024 | 67,426 | $937,896 | -22.62% | 0.60% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 63,636 | $885,177 | 8.00% | 0.57% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 30,500 | $424,255 | 0.00% | 0.27% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 29,476 | $410,011 | 0.00% | 0.26% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 28,929 | $402,402 | -4.08% | 0.26% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2024 | 25,000 | $347,750 | 16.69% | 0.22% |
| MATISSE CAPITAL | 10/17/2024 | 22,786 | $316,953 | 0.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 19,500 | $271,245 | -10.85% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 10/04/2024 | 17,369 | $242,000 | 0.00% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 16,462 | $228,986 | 0.00% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 16,284 | $226,514 | 0.00% | 0.15% |
| NBC SECURITIES, INC. | 10/15/2024 | 15,723 | $218,000 | 0.77% | 0.14% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 15,588 | $216,829 | 10.64% | 0.14% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 15,362 | $213,685 | 8.92% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 10/22/2024 | 14,853 | $206,605 | 0.00% | 0.13% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 14,755 | $205,242 | 22.63% | 0.13% |
| PATRON PARTNERS, LLC | 11/05/2024 | 13,825 | $192,306 | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 13,769 | $192,000 | 11.74% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 13,374 | $179,000 | 4.65% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 12,609 | $175,391 | 100.00% | 0.11% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2024 | 10,972 | $152,621 | 100.00% | 0.10% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/07/2024 | 10,125 | $140,839 | -2.22% | 0.09% |
| UBS GROUP AG | 11/14/2024 | 7,777 | $108,178 | 19.59% | 0.07% |
| CREWE ADVISORS LLC | 11/12/2024 | 6,970 | $96,953 | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 11/14/2024 | 2,149 | $30,000 | 0.00% | 0.02% |
| WINMILL & CO. INC | 11/14/2024 | 2,000 | $27,820 | 0.00% | 0.02% |
| GODSEY & GIBB, INC | 10/18/2024 | 1,155 | $16,067 | 100.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 639 | $8,888 | 100.00% | 0.01% |
| BESSEMER GROUP INC | 11/12/2024 | 250 | $3,000 | 11.61% | 0.00% |
| CVA FAMILY OFFICE, LLC | 10/10/2024 | 39 | $542 | 0.00% | 0.00% |
| BRIGHTON JONES LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| TCG ADVISORY SERVICES, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 11/21/2024 | 0 | $0 | -100.00% | 0.00% |
| ATLAS WEALTH LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
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: 1.57 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 310,363
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 269,555
CSS LLC/IL: 258,384
MORGAN STANLEY: 129,900
SCOTIA CAPITAL INC.: 84,491
27.89% of Special Opportunities Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.82 M shares in the last 24 months. This purchase volume represents approximately $85.09 M in transactions.