Special Opportunities Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COLONY GROUP, LLC | 05/15/2026 | 1.34 M | $18.38 M | 0.94% | 11.87% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 372.04 K | $5.12 M | 48.47% | 3.31% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 294.89 K | $4.06 M | 5.73% | 2.62% |
| CSS LLC/IL | 05/15/2026 | 118.75 K | $1.63 M | 2.39% | 1.06% |
| 05/06/2026 | 112.86 K | $1.55 M | -14.34% | 1.00% | |
| SCOTIA CAPITAL INC. | 05/13/2026 | 110.04 K | $1.51 M | 1.70% | 0.98% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 107.25 K | $1.48 M | -4.99% | 0.95% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 95.28 K | $1.31 M | 10,068.94% | 0.85% |
| MORGAN STANLEY | 05/15/2026 | 90.76 K | $1.25 M | 23.68% | 0.81% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 82.07 K | $1.13 M | -20.70% | 0.73% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 44.28 K | $609.29 K | 10.67% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 32.04 K | $440.87 K | -3.26% | 0.28% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 22.89 K | $314.93 K | 23.91% | 0.20% |
| OPPENHEIMER & CO INC | 04/24/2026 | 21.37 K | $294.08 K | 2.92% | 0.19% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 21.19 K | $291.54 K | 100.00% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 20.78 K | $285.91 K | 2.85% | 0.18% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.87 K | $273.44 K | -47.71% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 19.29 K | $265.45 K | 7.18% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 17.93 K | $246.76 K | 3.25% | 0.16% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 16.81 K | $231.35 K | 3.25% | 0.15% |
| NBC SECURITIES, INC. | 04/14/2026 | 16.66 K | $229.21 K | -15.75% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 16.21 K | $223.05 K | 2.05% | 0.14% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 16.21 K | $223.02 K | 8.67% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 15.33 K | $210.98 K | 3.23% | 0.14% |
| PATRON PARTNERS, LLC | 04/29/2026 | 14.27 K | $196.41 K | 3.25% | 0.13% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 14.23 K | $195.86 K | 4.66% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.82 K | $162.66 K | -11.57% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 11.17 K | $153.68 K | -5.93% | 0.10% |
| DETALUS ADVISORS, LLC | 04/22/2026 | 10.44 K | $143.70 K | 100.00% | 0.09% |
| 05/15/2026 | 5.62 K | $77.27 K | 5.78% | 0.05% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 5.37 K | $73.92 K | 3.25% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 5.16 K | $71.04 K | 4.66% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 2.26 K | $31.13 K | 4.63% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.25 K | $31.00 K | 4.75% | 0.02% |
| WINMILL & CO. INC | 05/14/2026 | 2.09 K | $28.80 K | 4.65% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 918 | $12.63 K | 3.15% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 910 | $12.52 K | 100.00% | 0.01% |
| EASTERN BANK | 04/07/2026 | 750 | $10.32 K | 3.16% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 740 | $10.23 K | 6.94% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 206 | $2.84 K | 3.00% | 0.00% |
| CVA FAMILY OFFICE, LLC | 04/29/2026 | 39 | $537 | 0.00% | 0.00% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 04/28/2026 | 26 | $358 | -96.79% | 0.00% |
| DANSKE BANK A/S | 05/12/2026 | 4 | $55 | 100.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| SEVEN MILE ADVISORY | 04/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Special Opportunities Fund Inc institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Special Opportunities Fund Inc. The most heavily invested institutionals were:
Colony Group, LLC: 1.34 M
Shaker Financial Services, LLC: 372,043
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 294,894
CSS LLC/IL: 118,749
SCOTIA CAPITAL INC.: 110,043
Advisors Asset Management, Inc.: 107,254
27.63% of Special Opportunities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.72 M shares in the last 24 months. This purchase volume represents approximately $80.95 M in transactions.