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 | 11/10/2025 | 1.38 M | $21.44 M | -6.36% | 12.30% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 354.68 K | $5.50 M | 32.97% | 3.15% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 272.30 K | $4.22 M | 10.42% | 2.42% |
| 10/29/2025 | 134.30 K | $2.08 M | 51.07% | 1.19% | |
| CSS LLC/IL | 11/13/2025 | 115.98 K | $1.80 M | -1.94% | 1.03% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 112.40 K | $1.74 M | -1.58% | 1.00% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 107.02 K | $1.66 M | 1.20% | 0.95% |
| SEVEN MILE ADVISORY | 11/13/2025 | 106.07 K | $1.64 M | 100.00% | 0.94% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 103.13 K | $1.60 M | -0.35% | 0.92% |
| MORGAN STANLEY | 11/14/2025 | 80.30 K | $1.24 M | 12.99% | 0.71% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 31.83 K | $493.32 K | 36.35% | 0.28% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 31.51 K | $488.41 K | 0.00% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 28.36 K | $439.51 K | -9.11% | 0.25% |
| OPPENHEIMER & CO INC | 11/06/2025 | 22.27 K | $345.12 K | -13.58% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 21.68 K | $336.00 K | -17.16% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 20.71 K | $321.07 K | 100.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 20.10 K | $314.53 K | -1.83% | 0.18% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 18.47 K | $286.29 K | -14.33% | 0.16% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 17.37 K | $269.22 K | 0.00% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 16.28 K | $252.41 K | 0.00% | 0.14% |
| NBC SECURITIES, INC. | 11/14/2025 | 16.23 K | $251.59 K | 0.82% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 15.52 K | $240.00 K | 11.75% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 14.85 K | $230.22 K | 0.00% | 0.13% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 14.70 K | $227.85 K | 0.00% | 0.13% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 14.55 K | $225.56 K | 100.00% | 0.13% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 14.27 K | $221.14 K | -0.33% | 0.13% |
| PATRON PARTNERS, LLC | 10/31/2025 | 13.83 K | $214.29 K | 0.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 10.57 K | $163.79 K | 100.00% | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 7.25 K | $112.41 K | 100.00% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 6.43 K | $99.71 K | 1.08% | 0.06% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 5.20 K | $80.65 K | 38.64% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 3.31 K | $51.30 K | 2.13% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 2.16 K | $33.51 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.15 K | $33.00 K | 0.00% | 0.02% |
| WINMILL & CO. INC | 11/13/2025 | 2.00 K | $31.00 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 890 | $13.80 K | 100.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 882 | $13.67 K | 100.00% | 0.01% |
| EASTERN BANK | 10/27/2025 | 727 | $11.27 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 677 | $10.55 K | 2.11% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 200 | $3.10 K | 100.00% | 0.00% |
| CVA FAMILY OFFICE, LLC | 10/30/2025 | 39 | $605 | 0.00% | 0.00% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 0 | $0 | -100.00% | 0.00% |
| GODSEY & GIBB, INC | 10/24/2025 | 0 | $0 | -100.00% | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Special Opportunities Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Special Opportunities Fund, Inc.. The most heavily invested institutionals were:
Kovitz Investment Group Partners, LLC: 1.38 M
Shaker Financial Services, LLC: 354,678
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 272,298
CSS LLC/IL: 115,979
Advisors Asset Management, Inc.: 112,397
SCOTIA CAPITAL INC.: 107,016
27.95% 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 $89.56 M in transactions.